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Core Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Core Wealth Partners’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 		$3.51M Sell
10,716
-1,136
-10% -$353K 1.49% 14
2026
Q1 		$3.49M Sell
11,852
-2
-0% -$607 1.62% 14
2025
Q4 		$3.82M Buy
11,854
+180
+2% +$55.7K 1.72% 11
2025
Q3 		$3.68M Buy
11,674
+1,451
+14% +$432K 1.69% 11
2025
Q2 		$2.96M Buy
10,223
+1,596
+19% +$407K 1.5% 13
2025
Q1 		$2.12M Buy
8,627
+268
+3% +$68.3K 1.23% 19
2024
Q4 		$2M Buy
8,359
+540
+7% +$126K 1.15% 20
2024
Q3 		$1.65M Buy
7,819
+1,105
+16% +$233K 1% 23
2024
Q2 		$1.36M Buy
6,714
+608
+10% +$119K 0.93% 23
2024
Q1 		$1.22M Buy
6,106
+299
+5% +$54K 0.92% 22
2023
Q4 		$988K Buy
5,807
+115
+2% +$17.4K 0.81% 25
2023
Q3 		$825K Sell
5,692
-1,444
-20% -$216K 0.75% 29
2023
Q2 		$1.04M Buy
7,136
+124
+2% +$17.1K 0.96% 26
2023
Q1 		$914K Sell
7,012
-185
-3% -$25.3K 0.92% 26
2022
Q4 		$936K Buy
+7,197
New +$912K 1.05% 27

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Core Wealth Partners's JPM Position: Q2 2026 in Review

Core Wealth Partners reduced its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, selling an estimated $353K and leaving 10,716 shares worth $3.51M. The position accounts for 1.49% of the portfolio, ranked #14.

Core Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Core Wealth Partners held 10,716 shares of JPMorgan Chase worth $3.51M as of Q2 2026.
  • Core Wealth Partners sold 1,136 JPMorgan Chase shares in Q2 2026, an estimated $353K.
  • JPMorgan Chase made up 1.49% of Core Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Core Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's JPMorgan Chase position peaked at $3.82M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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