Challenger Wealth Management’s JPMorgan Chase JPM Stock Holding History

Challenger Wealth Management’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	$1.3M	Sell	3,957 -34	-0.9%	-$10.6K	0.95%	21
2026 Q1	$1.17M	Sell	3,991 -10	-0.2%	-$3.04K	0.94%	23
2025 Q4	$1.29M	Hold	4,001	–	–	0.98%	22
2025 Q3	$1.26M	Sell	4,001 -453	-10%	-$135K	0.99%	23
2025 Q2	$1.29M	Sell	4,454 -9	-0.2%	-$2.3K	0.9%	26
2025 Q1	$1.09M	Buy	4,463 +528	+13%	+$135K	0.87%	25
2024 Q4	$943K	Buy	+3,935	New	+$917K	0.81%	26

Other funds holding JPM

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Challenger Wealth Management's JPM Position: Q2 2026 in Review

Challenger Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, selling an estimated $10.6K and leaving 3,957 shares worth $1.3M. The position accounts for 0.95% of the portfolio, ranked #21.

Challenger Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,514 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Challenger Wealth Management held 3,957 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
Challenger Wealth Management sold 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
JPMorgan Chase made up 0.95% of Challenger Wealth Management's portfolio in Q2 2026, its #21 holding.
Challenger Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
2,514 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.