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Benchmark Financial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Benchmark Financial Wealth Advisors’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 		$1.66M Sell
5,065
-953
-16% -$296K 0.41% 37
2026
Q1 		$1.77M Buy
6,018
+415
+7% +$126K 0.49% 36
2025
Q4 		$1.81M Buy
5,603
+492
+10% +$152K 0.52% 33
2025
Q3 		$1.61M Sell
5,111
-4
-0.1% -$1.19K 0.49% 35
2025
Q2 		$1.48M Buy
5,115
+977
+24% +$249K 0.49% 32
2025
Q1 		$1.02M Buy
4,138
+292
+8% +$74.4K 0.38% 41
2024
Q4 		$922K Buy
3,846
+67
+2% +$15.6K 0.3% 42
2024
Q3 		$797K Buy
3,779
+798
+27% +$168K 0.27% 44
2024
Q2 		$603K Buy
2,981
+335
+13% +$65.5K 0.22% 47
2024
Q1 		$530K Buy
2,646
+380
+17% +$68.6K 0.2% 49
2023
Q4 		$385K Buy
2,266
+304
+15% +$46.1K 0.17% 52
2023
Q3 		$285K Buy
1,962
+246
+14% +$36.9K 0.13% 55
2023
Q2 		$250K Sell
1,716
-200
-10% -$27.5K 0.12% 64
2023
Q1 		$250K Buy
1,916
+11
+0.6% +$1.51K 0.13% 58
2022
Q4 		$255K Sell
1,905
-135
-7% -$17.1K 0.14% 60
2022
Q3 		$213K Sell
2,040
-54
-3% -$6.2K 0.13% 67
2022
Q2 		$236K Buy
+2,094
New +$259K 0.12% 60
2022
Q1 		– Sell
-1,293
Closed -$205K – 81
2021
Q4 		$205K Buy
+1,293
New +$212K 0.09% 75

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

Benchmark Financial Wealth Advisors's JPM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $296K and leaving 5,065 shares worth $1.66M. The position accounts for 0.41% of the portfolio, ranked #37.

Benchmark Financial Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.81M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 5,065 shares of JPMorgan Chase worth $1.66M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 953 JPMorgan Chase shares in Q2 2026, an estimated $296K.
  • JPMorgan Chase made up 0.41% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Benchmark Financial Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Benchmark Financial Wealth Advisors's JPMorgan Chase position peaked at $1.81M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.