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Beaird Harris Wealth Management’s JPMorgan Chase JPM Stock Holding History

Beaird Harris 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 		$880K Buy
2,687
+290
+12% +$90.1K 0.06% 75
2026
Q1 		$705K Buy
2,397
+159
+7% +$48.3K 0.05% 80
2025
Q4 		$721K Sell
2,238
-30
-1% -$9.29K 0.05% 79
2025
Q3 		$715K Buy
2,268
+148
+7% +$44K 0.05% 80
2025
Q2 		$615K Buy
2,120
+176
+9% +$44.9K 0.05% 81
2025
Q1 		$477K Sell
1,944
-109
-5% -$27.8K 0.04% 86
2024
Q4 		$492K Buy
2,053
+449
+28% +$105K 0.04% 89
2024
Q3 		$338K Sell
1,604
-502
-24% -$106K 0.03% 106
2024
Q2 		$426K Buy
2,106
+438
+26% +$85.6K 0.04% 85
2024
Q1 		$334K Buy
1,668
+147
+10% +$26.5K 0.03% 86
2023
Q4 		$259K Buy
1,521
+94
+7% +$14.2K 0.03% 98
2023
Q3 		$207K Buy
1,427
+13
+0.9% +$1.95K 0.02% 97
2023
Q2 		$206K Sell
1,414
-58
-4% -$7.98K 0.02% 93
2023
Q1 		$192K Sell
1,472
-451
-23% -$61.8K 0.03% 86
2022
Q4 		$258K Buy
1,923
+371
+24% +$47K 0.05% 77
2022
Q3 		$162K Sell
1,552
-45
-3% -$5.16K 0.04% 87
2022
Q2 		$180K Buy
1,597
+236
+17% +$29.2K 0.05% 69
2022
Q1 		$186K Sell
1,361
-29
-2% -$4.28K 0.07% 88
2021
Q4 		$220K Buy
+1,390
New +$228K 0.08% 109

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Beaird Harris Wealth Management's JPM Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $90.1K and bringing the position to 2,687 shares worth $880K. The position accounts for 0.06% of the portfolio, ranked #75.

Beaird Harris Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,029 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beaird Harris Wealth Management held 2,687 shares of JPMorgan Chase worth $880K as of Q2 2026.
  • Beaird Harris Wealth Management bought 290 JPMorgan Chase shares in Q2 2026, an estimated $90.1K.
  • JPMorgan Chase made up 0.06% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Beaird Harris Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 3,029 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.