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Broadway Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Broadway 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 		$755K Buy
2,306
+26
+1% +$8.07K 0.35% 27
2026
Q1 		$671K Buy
2,280
+114
+5% +$34.6K 0.35% 25
2025
Q4 		$698K Sell
2,166
-18
-0.8% -$5.57K 0.37% 25
2025
Q3 		$689K Sell
2,184
-130
-6% -$38.7K 0.39% 25
2025
Q2 		$671K Buy
2,314
+230
+11% +$58.7K 0.42% 24
2025
Q1 		$511K Sell
2,084
-412
-17% -$105K 0.37% 23
2024
Q4 		$598K Buy
+2,496
New +$581K 0.45% 22

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Broadway Wealth Solutions's JPM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $8.07K and bringing the position to 2,306 shares worth $755K. The position accounts for 0.35% of the portfolio, ranked #27.

Broadway Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Broadway Wealth Solutions held 2,306 shares of JPMorgan Chase worth $755K as of Q2 2026.
  • Broadway Wealth Solutions bought 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.35% of Broadway Wealth Solutions's portfolio in Q2 2026, its #27 holding.
  • Broadway Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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