Barnes Dennig Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Barnes Dennig Private 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	$491K	Sell	1,501 -13	-0.9%	-$4.04K	0.39%	48
2026 Q1	$445K	Buy	1,514 +20	+1%	+$6.07K	0.44%	51
2025 Q4	$481K	Buy	1,494 +53	+4%	+$16.4K	0.48%	46
2025 Q3	$455K	Buy	1,441 +43	+3%	+$12.8K	0.49%	47
2025 Q2	$405K	Buy	1,398 +439	+46%	+$112K	0.49%	43
2025 Q1	$235K	Buy	+959	New	+$244K	0.36%	39

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

Barnes Dennig Private Wealth Management's JPM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $4.04K and leaving 1,501 shares worth $491K. The position accounts for 0.39% of the portfolio, ranked #48.

Barnes Dennig Private Wealth Management 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.

Barnes Dennig Private Wealth Management held 1,501 shares of JPMorgan Chase worth $491K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.39% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #48 holding.
Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.