Balance Wealth’s JPMorgan Chase JPM Stock Holding History

Balance Wealth’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	$2.67M	Buy	8,145 +834	+11%	+$259K	0.71%	30
2026 Q1	$2.15M	Buy	7,311 +6	+0.1%	+$1.82K	0.67%	35
2025 Q4	$2.35M	Buy	7,305 +3,217	+79%	+$996K	0.76%	28
2025 Q3	$1.29M	Buy	4,088 +182	+5%	+$54.1K	0.32%	51
2025 Q2	$1.13M	Buy	3,906 +26	+0.7%	+$6.63K	0.66%	41
2025 Q1	$952K	Buy	+3,880	New	+$989K	0.62%	41

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Balance Wealth's JPM Position: Q2 2026 in Review

Balance Wealth increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $259K and bringing the position to 8,145 shares worth $2.67M. The position accounts for 0.71% of the portfolio, ranked #30.

Balance Wealth first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Balance Wealth held 8,145 shares of JPMorgan Chase worth $2.67M as of Q2 2026.
Balance Wealth bought 834 JPMorgan Chase shares in Q2 2026, an estimated $259K.
JPMorgan Chase made up 0.71% of Balance Wealth's portfolio in Q2 2026, its #30 holding.
Balance Wealth first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.