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Darwin Wealth Management’s JPMorgan Chase JPM Stock Holding History

Darwin Wealth Management’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 		$732K Buy
2,235
+52
+2% +$16.1K 0.2% 87
2026
Q1 		$642K Buy
2,183
+3
+0.1% +$910 0.2% 86
2025
Q4 		$703K Sell
2,180
-9
-0.4% -$2.79K 0.22% 81
2025
Q3 		$691K Buy
2,189
+19
+0.9% +$5.65K 0.22% 81
2025
Q2 		$629K Buy
2,170
+1,513
+230% +$386K 0.22% 82
2025
Q1 		$158K Hold
657
– – 0.05% 147
2024
Q4 		$158K Sell
657
-1,443
-69% -$336K 0.05% 147
2024
Q3 		$443K Sell
2,100
-67
-3% -$14.1K 0.12% 99
2024
Q2 		$438K Sell
2,167
-28
-1% -$5.47K 0.22% 53
2024
Q1 		$440K Buy
2,195
+1
+0% +$180 0.12% 98
2023
Q4 		$373K Sell
2,194
-130
-6% -$19.7K 0.1% 107
2023
Q3 		$337K Sell
2,324
-5
-0.2% -$750 0.09% 110
2023
Q2 		$343K Hold
2,329
– – 0.09% 108
2023
Q1 		$326K Sell
2,329
-131
-5% -$17.9K 0.09% 115
2022
Q4 		$352K Sell
2,460
-57
-2% -$7.22K 0.09% 117
2022
Q3 		$292K Sell
2,517
-344
-12% -$39.5K 0.07% 126
2022
Q2 		$322K Sell
2,861
-1,915
-40% -$237K 0.07% 132
2022
Q1 		$651K Sell
4,776
-30
-0.6% -$4.43K 0.11% 107
2021
Q4 		$710K Sell
4,806
-301
-6% -$49.4K 0.11% 105
2021
Q3 		$836K Sell
5,107
-550
-10% -$86.2K 0.13% 92
2021
Q2 		$880K Sell
5,657
-67
-1% -$10.5K 0.14% 90
2021
Q1 		$871K Sell
5,724
-46
-0.8% -$6.62K 0.15% 89
2020
Q4 		$733K Sell
5,770
-174
-3% -$19.4K 0.14% 97
2020
Q3 		$572K Sell
5,944
-2,425
-29% -$238K 0.12% 93
2020
Q2 		$787K Sell
8,369
-772
-8% -$73.2K 0.2% 85
2020
Q1 		$822K Sell
9,141
-13,819
-60% -$1.68M 0.26% 69
2019
Q4 		$3.2M Buy
22,960
+764
+3% +$98K 0.85% 37
2019
Q3 		$2.61M Buy
22,196
+821
+4% +$92.9K 0.77% 55
2019
Q2 		$2.39M Buy
21,375
+971
+5% +$107K 0.74% 63
2019
Q1 		$2.07M Buy
20,404
+1,611
+9% +$166K 0.68% 62
2018
Q4 		$1.83M Buy
18,793
+1,903
+11% +$203K 1.28% 25
2018
Q3 		$1.91M Buy
16,890
+5,284
+46% +$600K 1.07% 30
2018
Q2 		$1.21M Buy
11,606
+3,351
+41% +$368K 0.79% 38
2018
Q1 		$908K Buy
8,255
+1,768
+27% +$200K 0.66% 39
2017
Q4 		$693K Buy
6,487
+1,428
+28% +$145K 0.3% 78
2017
Q3 		$483K Sell
5,059
-7
-0.1% -$646 0.47% 55
2017
Q2 		$463K Sell
5,066
-242
-5% -$20.9K 0.26% 93
2017
Q1 		$466K Buy
5,308
+1,471
+38% +$130K 0.27% 83
2016
Q4 		$331K Buy
3,837
+16
+0.4% +$1.22K 0.22% 82
2016
Q3 		$254K Sell
3,821
-29
-0.8% -$1.89K 0.2% 78
2016
Q2 		$239K Buy
+3,850
New +$240K 0.2% 80

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Darwin Wealth Management's JPM Position: Q2 2026 in Review

Darwin Wealth Management increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,235 shares worth $732K. The position accounts for 0.2% of the portfolio, ranked #87.

Darwin Wealth Management first reported a position in JPM in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.2M in Q4 2019. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Darwin Wealth Management held 2,235 shares of JPMorgan Chase worth $732K as of Q2 2026.
  • Darwin Wealth Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.2% of Darwin Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Darwin Wealth Management first reported a position in JPMorgan Chase in Q2 2016 and has held it in 41 quarters since.
  • Darwin Wealth Management's JPMorgan Chase position peaked at $3.2M in Q4 2019.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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