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CogentBlue Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

CogentBlue 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 		$624K Buy
1,906
+63
+3% +$19.6K 0.36% 45
2026
Q1 		$542K Sell
1,843
-82
-4% -$24.9K 0.36% 38
2025
Q4 		$620K Buy
1,925
+28
+1% +$8.67K 0.42% 34
2025
Q3 		$598K Buy
1,897
+51
+3% +$15.2K 0.41% 38
2025
Q2 		$535K Buy
1,846
+213
+13% +$54.4K 0.41% 38
2025
Q1 		$401K Buy
1,633
+594
+57% +$151K 0.35% 39
2024
Q4 		$249K Buy
+1,039
New +$242K 0.22% 45

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

CogentBlue Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,906 shares worth $624K. The position accounts for 0.36% of the portfolio, ranked #45.

CogentBlue Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CogentBlue Wealth Advisors held 1,906 shares of JPMorgan Chase worth $624K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 63 JPMorgan Chase shares in Q2 2026, an estimated $19.6K.
  • JPMorgan Chase made up 0.36% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • CogentBlue Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.