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Confluence Wealth Services’s JPMorgan Chase JPM Stock Holding History

Confluence Wealth Services’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 		$20.5M Buy
62,628
+13,658
+28% +$4.24M 0.59% 33
2026
Q1 		$14.4M Buy
48,970
+2,754
+6% +$836K 0.56% 34
2025
Q4 		$14.9M Sell
46,216
-3,565
-7% -$1.1M 0.62% 31
2025
Q3 		$15.7M Buy
49,781
+142
+0.3% +$42.2K 0.77% 22
2025
Q2 		$14.4M Sell
49,639
-140
-0.3% -$35.7K 0.79% 21
2025
Q1 		$12M Buy
49,779
+5,738
+13% +$1.46M 0.76% 21
2024
Q4 		$11.7M Sell
44,041
-959
-2% -$223K 0.76% 21
2024
Q3 		$9.49M Sell
45,000
-1,153
-2% -$243K 0.69% 19
2024
Q2 		$9.33M Buy
46,153
+5,020
+12% +$981K 0.74% 20
2024
Q1 		$8.24M Buy
41,133
+1,103
+3% +$199K 0.73% 20
2023
Q4 		$6.81M Sell
40,030
-1,493
-4% -$226K 0.75% 20
2023
Q3 		$6.02M Buy
41,523
+1,589
+4% +$238K 1.19% 17
2023
Q2 		$5.81M Sell
39,934
-1,016
-2% -$140K 1.23% 15
2023
Q1 		$5.34M Buy
40,950
+1,456
+4% +$199K 1.24% 14
2022
Q4 		$5.3M Buy
39,494
+1,061
+3% +$134K 1.38% 14
2022
Q3 		$4.02M Buy
+38,433
New +$4.41M 1.7% 7
2022
Q2 		– Sell
-34,176
Closed -$4.66M – 278
2022
Q1 		$4.66M Buy
34,176
+311
+0.9% +$45.9K 1.68% 4
2021
Q4 		$5.36M Buy
+33,865
New +$5.56M 1.73% 4

Other funds holding JPM

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 22.94% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Confluence Wealth Services's JPM Position: Q2 2026 in Review

Confluence Wealth Services increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $4.24M and bringing the position to 62,628 shares worth $20.5M. The position accounts for 0.59% of the portfolio, ranked #33.

Confluence Wealth Services first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Confluence Wealth Services held 62,628 shares of JPMorgan Chase worth $20.5M as of Q2 2026.
  • Confluence Wealth Services bought 13,658 JPMorgan Chase shares in Q2 2026, an estimated $4.24M.
  • JPMorgan Chase made up 0.59% of Confluence Wealth Services's portfolio in Q2 2026, its #33 holding.
  • Confluence Wealth Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.