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Bestgate Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bestgate 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 		$591K Sell
1,806
-159
-8% -$49.4K 0.94% 24
2026
Q1 		$578K Sell
1,965
-46
-2% -$14K 1.04% 22
2025
Q4 		$648K Sell
2,011
-40
-2% -$12.4K 1.14% 22
2025
Q3 		$647K Hold
2,051
– – 1.14% 21
2025
Q2 		$503K Hold
2,051
– – 1.04% 22
2025
Q1 		$503K Hold
2,051
– – 1.04% 22
2024
Q4 		$492K Buy
+2,051
New +$478K 0.99% 25

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Bestgate Wealth Advisors's JPM Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 8.1% in Q2 2026, selling an estimated $49.4K and leaving 1,806 shares worth $591K. The position accounts for 0.94% of the portfolio, ranked #24.

Bestgate Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q4 2025. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bestgate Wealth Advisors held 1,806 shares of JPMorgan Chase worth $591K as of Q2 2026.
  • Bestgate Wealth Advisors sold 159 JPMorgan Chase shares in Q2 2026, an estimated $49.4K.
  • JPMorgan Chase made up 0.94% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Bestgate Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Bestgate Wealth Advisors's JPMorgan Chase position peaked at $648K in Q4 2025.
  • 3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.