Canvas Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Canvas Wealth 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	$5.01M	Buy	15,294 +806	+6%	+$250K	0.7%	28
2026 Q1	$4.26M	Sell	14,488 -66	-0.5%	-$20K	0.72%	28
2025 Q4	$4.69M	Buy	14,554 +1,859	+15%	+$576K	0.8%	27
2025 Q3	$3.94M	Buy	12,695 +37	+0.3%	+$11K	0.72%	28
2025 Q2	$3.78M	Buy	12,658 +356	+3%	+$90.8K	0.74%	28
2025 Q1	$2.9M	Buy	12,302 +263	+2%	+$67K	0.74%	31
2024 Q4	$2.89M	Buy	12,039 +209	+2%	+$48.7K	0.72%	33
2024 Q3	$2.49M	Buy	11,830 +1,399	+13%	+$295K	0.69%	33
2024 Q2	$2.24M	Buy	10,431 +323	+3%	+$63.1K	0.69%	32
2024 Q1	$1.82M	Buy	10,108 +470	+5%	+$84.8K	0.61%	35
2023 Q4	$1.63M	Sell	9,638 -233	-2%	-$35.3K	0.59%	35
2023 Q3	$1.41M	Sell	9,871 -427	-4%	-$64K	0.58%	33
2023 Q2	$1.63M	Sell	10,298 -707	-6%	-$97.2K	0.6%	32
2023 Q1	$1.51M	Sell	11,005 -5,179	-32%	-$710K	0.63%	29
2022 Q4	$2.21M	Sell	16,184 -567	-3%	-$71.8K	0.92%	24
2022 Q3	$2.08M	Sell	16,751 -2,340	-12%	-$269K	0.89%	27
2022 Q2	$2.15M	Sell	19,091 -4,114	-18%	-$510K	0.87%	30
2022 Q1	$2.85M	Sell	23,205 -2,659	-10%	-$392K	1.04%	23
2021 Q4	$4.1M	Buy	25,864 +101	+0.4%	+$16.6K	1.47%	13
2021 Q3	$4.22M	Sell	25,763 -1,326	-5%	-$208K	1.72%	16
2021 Q2	$4.21M	Buy	27,089 +1,988	+8%	+$312K	1.89%	14
2021 Q1	$3.92M	Buy	+25,101	New	+$3.61M	2.28%	10

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Canvas Wealth Advisors's JPM Position: Q2 2026 in Review

Canvas Wealth Advisors increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $250K and bringing the position to 15,294 shares worth $5.01M. The position accounts for 0.7% of the portfolio, ranked #28.

Canvas Wealth Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Canvas Wealth Advisors held 15,294 shares of JPMorgan Chase worth $5.01M as of Q2 2026.
Canvas Wealth Advisors bought 806 JPMorgan Chase shares in Q2 2026, an estimated $250K.
JPMorgan Chase made up 0.7% of Canvas Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Canvas Wealth Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.