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Barnes Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Barnes Wealth Management Group’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 		$230K Sell
702
-118
-14% -$36.6K 0.11% 177
2026
Q1 		$241K Buy
820
+20
+3% +$6.07K 0.12% 163
2025
Q4 		$258K Sell
800
-22
-3% -$6.81K 0.14% 144
2025
Q3 		$259K Sell
822
-36
-4% -$10.7K 0.14% 137
2025
Q2 		$249K Sell
858
-46
-5% -$11.7K 0.15% 132
2025
Q1 		$222K Buy
904
+5
+0.6% +$1.27K 0.14% 132
2024
Q4 		$215K Buy
+899
New +$209K 0.14% 131

Other funds holding JPM

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Barnes Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $36.6K and leaving 702 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #177.

Barnes Wealth Management Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Barnes Wealth Management Group held 702 shares of JPMorgan Chase worth $230K as of Q2 2026.
  • Barnes Wealth Management Group sold 118 JPMorgan Chase shares in Q2 2026, an estimated $36.6K.
  • JPMorgan Chase made up 0.11% of Barnes Wealth Management Group's portfolio in Q2 2026, its #177 holding.
  • Barnes Wealth Management Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's JPMorgan Chase position peaked at $259K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.