CWM
JPM icon

Chemistry Wealth Management’s JPMorgan Chase JPM Stock Holding History

Chemistry 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 		$12.1M Sell
36,914
-320
-0.9% -$99.4K 1.93% 11
2026
Q1 		$11M Sell
37,234
-153
-0.4% -$46.4K 1.93% 12
2025
Q4 		$12M Sell
37,387
-470
-1% -$146K 2.25% 11
2025
Q3 		$11.9M Buy
37,857
+169
+0.4% +$50.3K 2.3% 11
2025
Q2 		$10.9M Sell
37,688
-576
-2% -$147K 2.34% 11
2025
Q1 		$9.39M Sell
38,264
-34
-0.1% -$8.67K 2.18% 11
2024
Q4 		$9.18M Sell
38,298
-169
-0.4% -$39.4K 2.15% 11
2024
Q3 		$8.11M Sell
38,467
-272
-0.7% -$57.3K 1.92% 11
2024
Q2 		$7.84M Sell
38,739
-345
-0.9% -$67.4K 2.02% 11
2024
Q1 		$7.83M Buy
39,084
+1,910
+5% +$345K 2.11% 11
2023
Q4 		$6.32M Sell
37,174
-150
-0.4% -$22.7K 1.91% 10
2023
Q3 		$5.41M Sell
37,324
-41
-0.1% -$6.15K 1.79% 10
2023
Q2 		$5.43M Buy
37,365
+1,600
+4% +$220K 1.77% 10
2023
Q1 		$4.66M Sell
35,765
-276
-0.8% -$37.8K 1.62% 10
2022
Q4 		$4.83M Sell
36,041
-632
-2% -$80.1K 1.88% 10
2022
Q3 		$3.83M Sell
36,673
-269
-0.7% -$30.9K 1.51% 11
2022
Q2 		$4.16M Sell
36,942
-214
-0.6% -$26.5K 1.59% 9
2022
Q1 		$5.07M Buy
37,156
+1,996
+6% +$295K 1.74% 9
2021
Q4 		$5.57M Buy
+35,160
New +$5.77M 4.67% 5

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Chemistry Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $99.4K and leaving 36,914 shares worth $12.1M. The position accounts for 1.93% of the portfolio, ranked #11.

Chemistry Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chemistry Wealth Management held 36,914 shares of JPMorgan Chase worth $12.1M as of Q2 2026.
  • Chemistry Wealth Management sold 320 JPMorgan Chase shares in Q2 2026, an estimated $99.4K.
  • JPMorgan Chase made up 1.93% of Chemistry Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Chemistry Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.