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Curated Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Curated 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 		$3.72M Buy
290,481
+285,102
+5,300% +$88.5M 0.48% 36
2026
Q1 		$1.58M Sell
5,379
-909
-14% -$276K 0.2% 39
2025
Q4 		$2.03M Buy
6,288
+2,102
+50% +$651K 0.22% 34
2025
Q3 		$1.32M Sell
4,186
-363
-8% -$108K 0.16% 45
2025
Q2 		$1.32M Hold
4,549
– – 0.15% 39
2025
Q1 		$1.12M Buy
4,549
+365
+9% +$93.1K 0.14% 48
2024
Q4 		$1M Sell
4,184
-97
-2% -$22.6K 0.11% 50
2024
Q3 		$903K Buy
4,281
+97
+2% +$20.4K 0.12% 53
2024
Q2 		$846K Buy
+4,184
New +$818K 0.12% 50
2024
Q1 		– Sell
-4,475
Closed -$807K – 211
2023
Q4 		$761K Sell
4,475
-1
-0% -$152 0.12% 61
2023
Q3 		$649K Sell
4,476
-23
-0.5% -$3.45K 0.12% 61
2023
Q2 		$654K Sell
4,499
-14
-0.3% -$1.93K 0.13% 58
2023
Q1 		$588K Sell
4,513
-54
-1% -$7.4K 0.13% 59
2022
Q4 		$612K Buy
4,567
+121
+3% +$15.3K 0.15% 53
2022
Q3 		$465K Sell
4,446
-17
-0.4% -$1.95K 0.14% 63
2022
Q2 		$502K Buy
4,463
+479
+12% +$59.3K 0.15% 62
2022
Q1 		$630K Hold
3,984
– – 0.21% 64
2021
Q4 		$630K Sell
3,984
-3
-0.1% -$493 0.2% 66
2021
Q3 		$653K Hold
3,987
– – 0.36% 51
2021
Q2 		$620K Sell
3,987
-726
-15% -$114K 0.34% 54
2021
Q1 		$722K Sell
4,713
-827
-15% -$119K 0.44% 40
2020
Q4 		$704K Buy
+5,540
New +$619K 0.46% 37

Other funds holding JPM

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Curated Wealth Partners increased its JPMorgan Chase (JPM) stake by 5,300% in Q2 2026, buying an estimated $88.5M and bringing the position to 290,481 shares worth $3.72M. The position accounts for 0.48% of the portfolio, ranked #36.

Curated Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 2,053 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Curated Wealth Partners held 290,481 shares of JPMorgan Chase worth $3.72M as of Q2 2026.
  • Curated Wealth Partners bought 285,102 JPMorgan Chase shares in Q2 2026, an estimated $88.5M.
  • JPMorgan Chase made up 0.48% of Curated Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Curated Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 2,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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