Caliber Wealth Management (Kansas)’s JPMorgan Chase JPM Stock Holding History

Caliber Wealth Management (Kansas)’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	$7.78M	Sell	23,778 -36	-0.2%	-$11.2K	0.75%	24
2026 Q1	$7.01M	Buy	23,814 +434	+2%	+$132K	0.77%	23
2025 Q4	$7.53M	Sell	23,380 -557	-2%	-$172K	0.81%	24
2025 Q3	$7.55M	Sell	23,937 -2,991	-11%	-$890K	0.84%	24
2025 Q2	$7.81M	Buy	26,928 +283	+1%	+$72.2K	0.84%	26
2025 Q1	$6.54M	Buy	+26,645	New	+$6.79M	0.89%	23

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s JPM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, selling an estimated $11.2K and leaving 23,778 shares worth $7.78M. The position accounts for 0.75% of the portfolio, ranked #24.

Caliber Wealth Management (Kansas) first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.81M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Caliber Wealth Management (Kansas) held 23,778 shares of JPMorgan Chase worth $7.78M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
JPMorgan Chase made up 0.75% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #24 holding.
Caliber Wealth Management (Kansas) first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s JPMorgan Chase position peaked at $7.81M in Q2 2025.
2,128 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.