BWM
JPM icon

BankPlus Wealth Management’s JPMorgan Chase JPM Stock Holding History

BankPlus 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 		$3.47M Sell
10,609
-181
-2% -$56.2K 1.56% 14
2026
Q1 		$3.17M Buy
10,790
+1,211
+13% +$368K 1.64% 13
2025
Q4 		$3.09M Buy
9,579
+6,132
+178% +$1.9M 1.7% 12
2025
Q3 		$1.09M Sell
3,447
-89
-3% -$26.5K 0.64% 24
2025
Q2 		$1.03M Buy
3,536
+100
+3% +$25.5K 0.68% 22
2025
Q1 		$843K Sell
3,436
-52
-1% -$13.3K 0.62% 28
2024
Q4 		$836K Buy
+3,488
New +$812K 0.62% 27

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BankPlus Wealth Management's JPM Position: Q2 2026 in Review

BankPlus Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $56.2K and leaving 10,609 shares worth $3.47M. The position accounts for 1.56% of the portfolio, ranked #14.

BankPlus Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BankPlus Wealth Management held 10,609 shares of JPMorgan Chase worth $3.47M as of Q2 2026.
  • BankPlus Wealth Management sold 181 JPMorgan Chase shares in Q2 2026, an estimated $56.2K.
  • JPMorgan Chase made up 1.56% of BankPlus Wealth Management's portfolio in Q2 2026, its #14 holding.
  • BankPlus Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.