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DWR Wealth Management’s JPMorgan Chase JPM Stock Holding History

DWR 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 		$435K Buy
1,321
+164
+14% +$50.9K 0.33% 37
2026
Q1 		$328K Buy
1,157
+11
+1% +$3.34K 0.29% 39
2025
Q4 		$371K Buy
+1,146
New +$355K 0.34% 38

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

DWR Wealth Management increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,321 shares worth $435K. The position accounts for 0.33% of the portfolio, ranked #37.

DWR Wealth Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 1,762 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DWR Wealth Management held 1,321 shares of JPMorgan Chase worth $435K as of Q2 2026.
  • DWR Wealth Management bought 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Chase made up 0.33% of DWR Wealth Management's portfolio in Q2 2026, its #37 holding.
  • DWR Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 1,762 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.