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CJM Wealth Advisers’s JPMorgan Chase JPM Stock Holding History

CJM Wealth Advisers’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 		$1.61M Sell
4,928
-108
-2% -$33.5K 0.42% 26
2026
Q1 		$1.48M Buy
5,036
+175
+4% +$53.1K 0.45% 24
2025
Q4 		$1.57M Sell
4,861
-159
-3% -$49.2K 0.47% 23
2025
Q3 		$1.58M Buy
5,020
+1,131
+29% +$336K 0.49% 22
2025
Q2 		$1.13M Buy
3,889
+2
+0.1% +$510 0.38% 27
2025
Q1 		$953K Sell
3,887
-70
-2% -$17.8K 0.34% 30
2024
Q4 		$948K Sell
3,957
-157
-4% -$36.6K 0.32% 27
2024
Q3 		$867K Buy
4,114
+2
+0% +$421 0.3% 28
2024
Q2 		$845K Sell
4,112
-396
-9% -$77.4K 0.31% 28
2024
Q1 		$903K Sell
4,508
-456
-9% -$82.3K 0.34% 27
2023
Q4 		$844K Buy
4,964
+14
+0.3% +$2.12K 0.37% 25
2023
Q3 		$718K Buy
4,950
+2
+0% +$300 0.35% 27
2023
Q2 		$720K Buy
4,948
+2
+0% +$275 0.37% 26
2023
Q1 		$644K Buy
4,946
+3
+0.1% +$411 0.37% 26
2022
Q4 		$663K Buy
4,943
+200
+4% +$25.3K 0.41% 26
2022
Q3 		$496K Sell
4,743
-22
-0.5% -$2.52K 0.35% 29
2022
Q2 		$537K Buy
4,765
+898
+23% +$111K 0.37% 30
2022
Q1 		$527K Sell
3,867
-31
-0.8% -$4.58K 0.36% 31
2021
Q4 		$617K Buy
+3,898
New +$640K 0.44% 28

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CJM Wealth Advisers's JPM Position: Q2 2026 in Review

CJM Wealth Advisers reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $33.5K and leaving 4,928 shares worth $1.61M. The position accounts for 0.42% of the portfolio, ranked #26.

CJM Wealth Advisers first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CJM Wealth Advisers held 4,928 shares of JPMorgan Chase worth $1.61M as of Q2 2026.
  • CJM Wealth Advisers sold 108 JPMorgan Chase shares in Q2 2026, an estimated $33.5K.
  • JPMorgan Chase made up 0.42% of CJM Wealth Advisers's portfolio in Q2 2026, its #26 holding.
  • CJM Wealth Advisers first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.