Crux Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Crux 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	$3.25M	Sell	9,938 -376	-4%	-$117K	1.13%	23
2026 Q1	$3.03M	Sell	10,314 -459	-4%	-$139K	1.16%	23
2025 Q4	$3.47M	Sell	10,773 -320	-3%	-$99.1K	1.29%	19
2025 Q3	$3.5M	Sell	11,093 -37	-0.3%	-$11K	1.39%	16
2025 Q2	$3.23M	Sell	11,130 -2,070	-16%	-$528K	1.37%	15
2025 Q1	$3.24M	Sell	13,200 -1,457	-10%	-$371K	1.69%	13
2024 Q4	$3.51M	Buy	+14,657	New	+$3.41M	1.96%	11

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Crux Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $117K and leaving 9,938 shares worth $3.25M. The position accounts for 1.13% of the portfolio, ranked #23.

Crux Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2024. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Crux Wealth Advisors held 9,938 shares of JPMorgan Chase worth $3.25M as of Q2 2026.
Crux Wealth Advisors sold 376 JPMorgan Chase shares in Q2 2026, an estimated $117K.
JPMorgan Chase made up 1.13% of Crux Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Crux Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's JPMorgan Chase position peaked at $3.51M in Q4 2024.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.