Brady Martz Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Brady Martz Wealth Solutions’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	$3.99M	Buy	12,189 +163	+1%	+$50.6K	0.6%	34
2026 Q1	$3.54M	Buy	12,026 +1,901	+19%	+$577K	0.6%	35
2025 Q4	$3.26M	Sell	10,125 -1,117	-10%	-$346K	0.57%	37
2025 Q3	$3.55M	Buy	11,242 +17	+0.2%	+$5.06K	0.64%	36
2025 Q2	$3.25M	Sell	11,225 -128	-1%	-$32.7K	0.63%	36
2025 Q1	$2.78M	Sell	11,353 -45	-0.4%	-$11.5K	0.63%	39
2024 Q4	$2.82M	Buy	+11,398	New	+$2.65M	0.68%	39

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Brady Martz Wealth Solutions's JPM Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $50.6K and bringing the position to 12,189 shares worth $3.99M. The position accounts for 0.6% of the portfolio, ranked #34.

Brady Martz Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Brady Martz Wealth Solutions held 12,189 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
Brady Martz Wealth Solutions bought 163 JPMorgan Chase shares in Q2 2026, an estimated $50.6K.
JPMorgan Chase made up 0.6% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #34 holding.
Brady Martz Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.