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Connecticut Wealth Management’s JPMorgan Chase JPM Stock Holding History

Connecticut 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 		$8.92M Sell
27,246
-38
-0.1% -$11.8K 0.33% 38
2026
Q1 		$8.03M Sell
27,284
-1,664
-6% -$505K 0.34% 40
2025
Q4 		$9.33M Buy
28,948
+1,036
+4% +$321K 0.41% 36
2025
Q3 		$8.8M Buy
27,912
+4,241
+18% +$1.26M 0.39% 40
2025
Q2 		$6.86M Sell
23,671
-48
-0.2% -$12.2K 0.33% 44
2025
Q1 		$5.82M Buy
23,719
+742
+3% +$189K 0.3% 51
2024
Q4 		$5.51M Sell
22,977
-968
-4% -$225K 0.27% 45
2024
Q3 		$5.05M Sell
23,945
-1,470
-6% -$310K 0.24% 61
2024
Q2 		$5.14M Buy
25,415
+3,045
+14% +$595K 0.27% 61
2024
Q1 		$4.48M Sell
22,370
-2,020
-8% -$364K 0.24% 64
2023
Q4 		$4.15M Buy
24,390
+5,809
+31% +$880K 0.24% 62
2023
Q3 		$2.69M Buy
18,581
+8,028
+76% +$1.2M 0.18% 67
2023
Q2 		$1.53M Buy
10,553
+2,310
+28% +$318K 0.11% 82
2023
Q1 		$1.07M Sell
8,243
-4,660
-36% -$638K 0.08% 91
2022
Q4 		$1.73M Sell
12,903
-602
-4% -$76.3K 0.15% 61
2022
Q3 		$1.41M Buy
13,505
+21
+0.2% +$2.41K 0.13% 65
2022
Q2 		$1.52M Sell
13,484
-477
-3% -$59.1K 0.13% 67
2022
Q1 		$1.9M Buy
13,961
+109
+0.8% +$16.1K 0.15% 64
2021
Q4 		$2.19M Sell
13,852
-3,911
-22% -$642K 0.17% 59
2021
Q3 		$2.91M Sell
17,763
-381
-2% -$59.7K 0.25% 50
2021
Q2 		$2.82M Buy
+18,144
New +$2.85M 0.25% 51
2021
Q1 		– Sell
-21,302
Closed -$2.71M – 195
2020
Q4 		$2.71M Sell
21,302
-146
-0.7% -$16.3K 0.29% 45
2020
Q3 		$2.06M Buy
21,448
+4,613
+27% +$453K 0.23% 60
2020
Q2 		$1.58M Sell
16,835
-82
-0.5% -$7.78K 0.2% 48
2020
Q1 		$1.52M Sell
16,917
-210
-1% -$25.5K 0.23% 55
2019
Q4 		$2.39M Sell
17,127
-501
-3% -$64.3K 0.26% 52
2019
Q3 		$2.08M Buy
17,628
+4,816
+38% +$545K 0.26% 52
2019
Q2 		$1.43M Buy
12,812
+5,688
+80% +$627K 0.18% 65
2019
Q1 		$721K Buy
7,124
+492
+7% +$50.7K 0.25% 33
2018
Q4 		$647K Sell
6,632
-43
-0.6% -$4.58K 0.28% 34
2018
Q3 		$758K Buy
6,675
+517
+8% +$58.7K 0.34% 29
2018
Q2 		$647K Sell
6,158
-65
-1% -$7.13K 0.31% 30
2018
Q1 		$671K Buy
6,223
+430
+7% +$48.7K 0.38% 28
2017
Q4 		$629K Sell
5,793
-1,482
-20% -$150K 0.34% 30
2017
Q3 		$701K Sell
7,275
-124
-2% -$11.4K 0.41% 30
2017
Q2 		$690K Buy
7,399
+11
+0.1% +$949 0.42% 30
2017
Q1 		$637K Sell
7,388
-202
-3% -$17.8K 0.39% 32
2016
Q4 		$661K Sell
7,590
-174
-2% -$13.3K 0.42% 29
2016
Q3 		$517K Buy
+7,764
New +$506K 0.37% 32

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Connecticut Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, selling an estimated $11.8K and leaving 27,246 shares worth $8.92M. The position accounts for 0.33% of the portfolio, ranked #38.

Connecticut Wealth Management first reported a position in JPM in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.33M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Connecticut Wealth Management held 27,246 shares of JPMorgan Chase worth $8.92M as of Q2 2026.
  • Connecticut Wealth Management sold 38 JPMorgan Chase shares in Q2 2026, an estimated $11.8K.
  • JPMorgan Chase made up 0.33% of Connecticut Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Connecticut Wealth Management first reported a position in JPMorgan Chase in Q3 2016 and has held it in 39 quarters since.
  • Connecticut Wealth Management's JPMorgan Chase position peaked at $9.33M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.