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Cyndeo Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Cyndeo 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 		$25.4M Sell
77,465
-39
-0.1% -$12.1K 1.19% 13
2026
Q1 		$22.8M Sell
77,504
-18,485
-19% -$5.61M 1.2% 13
2025
Q4 		$30.9M Sell
95,989
-303
-0.3% -$93.8K 1.67% 7
2025
Q3 		$30.4M Sell
96,292
-1,714
-2% -$510K 1.69% 7
2025
Q2 		$28.4M Buy
98,006
+12,381
+14% +$3.16M 1.68% 6
2025
Q1 		$21M Buy
85,625
+14,705
+21% +$3.75M 1.38% 10
2024
Q4 		$17M Buy
70,920
+1,758
+3% +$409K 1.15% 15
2024
Q3 		$14.6M Sell
69,162
-1,003
-1% -$211K 1.02% 24
2024
Q2 		$14.2M Buy
70,165
+3,827
+6% +$748K 1.11% 17
2024
Q1 		$13.3M Sell
66,338
-602
-0.9% -$109K 1.11% 15
2023
Q4 		$11.4M Sell
66,940
-4,609
-6% -$698K 1.05% 19
2023
Q3 		$10.4M Buy
71,549
+20,979
+41% +$3.14M 1.08% 20
2023
Q2 		$7.35M Buy
50,570
+1,581
+3% +$217K 0.77% 35
2023
Q1 		$6.38M Sell
48,989
-3,539
-7% -$485K 0.69% 41
2022
Q4 		$7.04M Buy
+52,528
New +$6.66M 0.83% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $12.1K and leaving 77,465 shares worth $25.4M. The position accounts for 1.19% of the portfolio, ranked #13.

Cyndeo Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.9M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cyndeo Wealth Partners held 77,465 shares of JPMorgan Chase worth $25.4M as of Q2 2026.
  • Cyndeo Wealth Partners sold 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 1.19% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Cyndeo Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's JPMorgan Chase position peaked at $30.9M in Q4 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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