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Avid Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Avid Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Sell
2,211
-151
-6% -$46.9K 0.35% 36
2026
Q1 		$695K Buy
2,362
+261
+12% +$79.2K 0.33% 39
2025
Q4 		$677K Buy
2,101
+427
+26% +$132K 0.33% 38
2025
Q3 		$528K Buy
1,674
+99
+6% +$29.4K 0.26% 38
2025
Q2 		$457K Buy
1,575
+122
+8% +$31.1K 0.26% 36
2025
Q1 		$356K Buy
1,453
+264
+22% +$67.3K 0.24% 39
2024
Q4 		$285K Buy
1,189
+90
+8% +$21K 0.2% 38
2024
Q3 		$232K Hold
1,099
– – 0.16% 35
2024
Q2 		$222K Buy
+1,099
New +$215K 0.17% 36

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Avid Wealth Partners's JPM Position: Q2 2026 in Review

Avid Wealth Partners reduced its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, selling an estimated $46.9K and leaving 2,211 shares worth $724K. The position accounts for 0.35% of the portfolio, ranked #36.

Avid Wealth Partners first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avid Wealth Partners held 2,211 shares of JPMorgan Chase worth $724K as of Q2 2026.
  • Avid Wealth Partners sold 151 JPMorgan Chase shares in Q2 2026, an estimated $46.9K.
  • JPMorgan Chase made up 0.35% of Avid Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Avid Wealth Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.