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BXM Wealth’s JPMorgan Chase JPM Stock Holding History

BXM Wealth’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 		$2.51M Buy
7,659
+985
+15% +$306K 1.36% 15
2026
Q1 		$1.96M Sell
6,674
-51,233
-88% -$15.5M 1.51% 16
2025
Q4 		$2.05M Buy
57,907
+51,156
+758% +$15.8M 1.58% 17
2025
Q3 		$2.13M Buy
6,751
+1,020
+18% +$303K 2.02% 14
2025
Q2 		$1.66M Sell
5,731
-214
-4% -$54.6K 1.97% 12
2025
Q1 		$1.46M Buy
5,945
+245
+4% +$62.5K 1.75% 17
2024
Q4 		$1.37M Buy
+5,700
New +$1.33M 1.91% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

BXM Wealth's JPM Position: Q2 2026 in Review

BXM Wealth increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $306K and bringing the position to 7,659 shares worth $2.51M. The position accounts for 1.36% of the portfolio, ranked #15.

BXM Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,778 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BXM Wealth held 7,659 shares of JPMorgan Chase worth $2.51M as of Q2 2026.
  • BXM Wealth bought 985 JPMorgan Chase shares in Q2 2026, an estimated $306K.
  • JPMorgan Chase made up 1.36% of BXM Wealth's portfolio in Q2 2026, its #15 holding.
  • BXM Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,778 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.