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Buttonwood Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Buttonwood Financial 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 		$1.09M Sell
3,329
-6
-0.2% -$1.86K 0.33% 57
2026
Q1 		$981K Sell
3,335
-63
-2% -$19.1K 0.33% 55
2025
Q4 		$1.09M Sell
3,398
-10
-0.3% -$3.1K 0.37% 51
2025
Q3 		$1.08M Sell
3,408
-39
-1% -$11.6K 0.37% 49
2025
Q2 		$999K Sell
3,447
-931
-21% -$238K 0.4% 47
2025
Q1 		$1.07M Sell
4,378
-229
-5% -$58.4K 0.47% 41
2024
Q4 		$1.1M Sell
4,607
-508
-10% -$118K 0.49% 44
2024
Q3 		$1.08M Sell
5,115
-123
-2% -$25.9K 0.47% 46
2024
Q2 		$1.06M Sell
5,238
-596
-10% -$117K 0.5% 47
2024
Q1 		$1.17M Sell
5,834
-62
-1% -$11.2K 0.55% 46
2023
Q4 		$1M Sell
5,896
-98
-2% -$14.9K 0.55% 47
2023
Q3 		$869K Buy
5,994
+92
+2% +$13.8K 0.55% 48
2023
Q2 		$858K Buy
5,902
+558
+10% +$76.7K 0.54% 47
2023
Q1 		$696K Buy
5,344
+1
+0% +$137 0.54% 46
2022
Q4 		$716K Sell
5,343
-314
-6% -$39.8K 0.6% 46
2022
Q3 		$619K Sell
5,657
-164
-3% -$18.8K 0.56% 45
2022
Q2 		$655K Buy
5,821
+2,381
+69% +$295K 0.59% 43
2022
Q1 		$469K Buy
3,440
+1,752
+104% +$259K 0.42% 46
2021
Q4 		$267K Buy
+1,688
New +$277K 0.26% 46

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Buttonwood Financial Advisors's JPM Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, selling an estimated $1.86K and leaving 3,329 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #57.

Buttonwood Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2024. 1,337 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Buttonwood Financial Advisors held 3,329 shares of JPMorgan Chase worth $1.09M as of Q2 2026.
  • Buttonwood Financial Advisors sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 0.33% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Buttonwood Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's JPMorgan Chase position peaked at $1.17M in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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