EFG
JPM icon

Ehrlich Financial Group’s JPMorgan Chase JPM Stock Holding History

Ehrlich Financial Group’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 		$980K Sell
2,993
-56
-2% -$17.4K 0.5% 48
2026
Q1 		$897K Sell
3,049
-53
-2% -$16.1K 0.52% 49
2025
Q4 		$1,000K Sell
3,102
-35
-1% -$10.8K 0.57% 46
2025
Q3 		$990K Sell
3,137
-177
-5% -$52.6K 0.59% 47
2025
Q2 		$961K Buy
3,314
+103
+3% +$26.3K 0.62% 44
2025
Q1 		$788K Sell
3,211
-75
-2% -$19.1K 0.57% 49
2024
Q4 		$788K Sell
3,286
-43
-1% -$10K 0.56% 41
2024
Q3 		$702K Buy
3,329
+54
+2% +$11.4K 0.5% 42
2024
Q2 		$662K Sell
3,275
-14
-0.4% -$2.74K 0.52% 40
2024
Q1 		$659K Sell
3,289
-85
-3% -$15.3K 0.55% 40
2023
Q4 		$574K Buy
+3,374
New +$511K 0.58% 48

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

Ehrlich Financial Group's JPM Position: Q2 2026 in Review

Ehrlich Financial Group reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 2,993 shares worth $980K. The position accounts for 0.5% of the portfolio, ranked #48.

Ehrlich Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1,000K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ehrlich Financial Group held 2,993 shares of JPMorgan Chase worth $980K as of Q2 2026.
  • Ehrlich Financial Group sold 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
  • JPMorgan Chase made up 0.5% of Ehrlich Financial Group's portfolio in Q2 2026, its #48 holding.
  • Ehrlich Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's JPMorgan Chase position peaked at $1,000K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.