Cove Private Wealth’s JPMorgan Chase JPM Stock Holding History

Cove Private Wealth’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	$10.5M	Buy	32,121 +868	+3%	+$270K	2.03%	10
2026 Q1	$9.19M	Buy	31,253 +1,172	+4%	+$356K	2.09%	8
2025 Q4	$9.69M	Buy	30,081 +1,676	+6%	+$519K	2.89%	7
2025 Q3	$8.96M	Buy	28,405 +80	+0.3%	+$23.8K	2.84%	7
2025 Q2	$8.21M	Buy	28,325 +4,813	+20%	+$1.23M	2.9%	5
2025 Q1	$5.77M	Buy	23,512 +3,814	+19%	+$972K	3.03%	5
2024 Q4	$4.72M	Buy	19,698 +1,298	+7%	+$302K	2.84%	7
2024 Q3	$3.88M	Hold	18,400	–	–	3.01%	6
2024 Q2	$3.72M	Hold	18,400	–	–	2.97%	6
2024 Q1	$3.69M	Hold	18,400	–	–	3.15%	5
2023 Q4	$3.13M	Buy	+18,400	New	+$2.79M	2.97%	5

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cove Private Wealth's JPM Position: Q2 2026 in Review

Cove Private Wealth increased its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, buying an estimated $270K and bringing the position to 32,121 shares worth $10.5M. The position accounts for 2.03% of the portfolio, ranked #10.

Cove Private Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,434 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cove Private Wealth held 32,121 shares of JPMorgan Chase worth $10.5M as of Q2 2026.
Cove Private Wealth bought 868 JPMorgan Chase shares in Q2 2026, an estimated $270K.
JPMorgan Chase made up 2.03% of Cove Private Wealth's portfolio in Q2 2026, its #10 holding.
Cove Private Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,434 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.