Blake Schutter Theil Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Blake Schutter Theil 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	$1.34M	Sell	4,086 -2	-0%	-$621	0.9%	21
2026 Q1	$1.2M	Buy	4,088 +95	+2%	+$28.8K	0.98%	21
2025 Q4	$1.29M	Sell	3,993 -124	-3%	-$38.4K	1.06%	18
2025 Q3	$1.3M	Sell	4,117 -316	-7%	-$94K	1.28%	16
2025 Q2	$1.29M	Sell	4,433 -1	-0%	-$255	1.46%	12
2025 Q1	$1.09M	Sell	4,434 -885	-17%	-$226K	1.24%	16
2024 Q4	$1.28M	Sell	5,319 -6,652	-56%	-$1.55M	1.35%	12
2024 Q3	$2.52M	Buy	+11,971	New	+$2.52M	1.81%	9

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's JPM Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $621 and leaving 4,086 shares worth $1.34M. The position accounts for 0.9% of the portfolio, ranked #21.

Blake Schutter Theil Wealth Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.52M in Q3 2024. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 4,086 shares of JPMorgan Chase worth $1.34M as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.9% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Blake Schutter Theil Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's JPMorgan Chase position peaked at $2.52M in Q3 2024.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.