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Baker Tilly Wealth Management’s JPMorgan Chase JPM Stock Holding History

Baker Tilly Wealth Management’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 		$2.71M Sell
8,273
-86
-1% -$26.7K 0.58% 38
2026
Q1 		$2.46M Sell
8,359
-869
-9% -$264K 0.6% 38
2025
Q4 		$2.97M Sell
9,228
-462
-5% -$143K 0.73% 32
2025
Q3 		$3.06M Sell
9,690
-18
-0.2% -$5.35K 0.69% 34
2025
Q2 		$2.81M Sell
9,708
-1,749
-15% -$446K 1.01% 20
2025
Q1 		$2.81M Buy
11,457
+172
+2% +$43.9K 1.1% 18
2024
Q4 		$2.71M Buy
11,285
+459
+4% +$107K 1.06% 20
2024
Q3 		$2.28M Sell
10,826
-1,759
-14% -$371K 1.01% 18
2024
Q2 		$2.55M Sell
12,585
-5,915
-32% -$1.16M 1.04% 15
2024
Q1 		$3.71M Sell
18,500
-1,939
-9% -$350K 0.67% 25
2023
Q4 		$3.48M Sell
20,439
-2,204
-10% -$334K 0.57% 32
2023
Q3 		$3.28M Sell
22,643
-20,641
-48% -$3.09M 0.54% 34
2023
Q2 		$6.3M Sell
43,284
-1,746
-4% -$240K 0.66% 31
2023
Q1 		$5.87M Buy
45,030
+9,647
+27% +$1.32M 0.66% 28
2022
Q4 		$4.74M Buy
35,383
+8,304
+31% +$1.05M 0.58% 40
2022
Q3 		$2.83M Sell
27,079
-3,602
-12% -$413K 0.39% 58
2022
Q2 		$3.46M Buy
30,681
+713
+2% +$88.3K 0.45% 54
2022
Q1 		$4.08M Sell
29,968
-491
-2% -$72.5K 0.45% 52
2021
Q4 		$4.82M Buy
30,459
+2,136
+8% +$351K 0.52% 40
2021
Q3 		$4.64M Buy
28,323
+890
+3% +$140K 0.61% 28
2021
Q2 		$4.27M Buy
27,433
+456
+2% +$71.6K 0.69% 24
2021
Q1 		$4.11M Buy
26,977
+10,129
+60% +$1.46M 0.84% 16
2020
Q4 		$2.14M Buy
+16,848
New +$1.88M 0.66% 35

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Baker Tilly Wealth Management's JPM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $26.7K and leaving 8,273 shares worth $2.71M. The position accounts for 0.58% of the portfolio, ranked #38.

Baker Tilly Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q2 2023. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Baker Tilly Wealth Management held 8,273 shares of JPMorgan Chase worth $2.71M as of Q2 2026.
  • Baker Tilly Wealth Management sold 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 0.58% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Baker Tilly Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's JPMorgan Chase position peaked at $6.3M in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.