CWC Advisors’s JPMorgan Chase JPM Stock Holding History

CWC 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	$2.34M	Buy	7,147 +5,491	+332%	+$1.71M	1.04%	27
2026 Q1	$487K	Buy	1,656 +6	+0.4%	+$1.82K	0.23%	95
2025 Q4	$532K	Buy	1,650 +51	+3%	+$15.8K	0.26%	91
2025 Q3	$504K	Hold	1,599	–	–	0.25%	94
2025 Q2	$464K	Hold	1,599	–	–	0.24%	86
2025 Q1	$392K	Buy	+1,599	New	+$408K	0.22%	91

Other funds holding JPM

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 22.94% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CWC Advisors's JPM Position: Q2 2026 in Review

CWC Advisors increased its JPMorgan Chase (JPM) stake by 332% in Q2 2026, buying an estimated $1.71M and bringing the position to 7,147 shares worth $2.34M. The position accounts for 1.04% of the portfolio, ranked #27.

CWC Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 2,871 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CWC Advisors held 7,147 shares of JPMorgan Chase worth $2.34M as of Q2 2026.
CWC Advisors bought 5,491 JPMorgan Chase shares in Q2 2026, an estimated $1.71M.
JPMorgan Chase made up 1.04% of CWC Advisors's portfolio in Q2 2026, its #27 holding.
CWC Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
2,871 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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