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Barlow Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Barlow 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 		$28.2M Buy
85,274
+913
+1% +$284K 3.05% 11
2026
Q1 		$26.2M Sell
84,361
-553
-0.7% -$168K 2.91% 15
2025
Q4 		$28M Sell
84,914
-875
-1% -$271K 3.02% 11
2025
Q3 		$25.2M Buy
85,789
+35
+0% +$10.4K 2.81% 12
2025
Q2 		$25M Sell
85,754
-1,238
-1% -$316K 3% 9
2025
Q1 		$21.2M Buy
86,992
+983
+1% +$251K 2.78% 10
2024
Q4 		$21.7M Buy
86,009
+6,779
+9% +$1.58M 2.75% 9
2024
Q3 		$16.7M Buy
79,230
+383
+0.5% +$80.7K 2.18% 15
2024
Q2 		$16.4M Buy
78,847
+436
+0.6% +$85.2K 2.28% 14
2024
Q1 		$14.3M Buy
78,411
+488
+0.6% +$88.1K 1.95% 18
2023
Q4 		$13.3M Buy
+77,923
New +$11.8M 1.88% 23

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

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

Barlow Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $284K and bringing the position to 85,274 shares worth $28.2M. The position accounts for 3.05% of the portfolio, ranked #11.

Barlow Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Barlow Wealth Partners held 85,274 shares of JPMorgan Chase worth $28.2M as of Q2 2026.
  • Barlow Wealth Partners bought 913 JPMorgan Chase shares in Q2 2026, an estimated $284K.
  • JPMorgan Chase made up 3.05% of Barlow Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Barlow Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.