EFA
JPM icon

Englebert Financial Advisers’s JPMorgan Chase JPM Stock Holding History

Englebert Financial Advisers’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 		$468K Buy
1,430
+10
+0.7% +$3.1K 0.46% 41
2026
Q1 		$418K Sell
1,420
-49
-3% -$14.9K 0.48% 39
2025
Q4 		$473K Buy
+1,469
New +$455K 0.54% 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

Englebert Financial Advisers's JPM Position: Q2 2026 in Review

Englebert Financial Advisers increased its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, buying an estimated $3.1K and bringing the position to 1,430 shares worth $468K. The position accounts for 0.46% of the portfolio, ranked #41.

Englebert Financial Advisers first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Englebert Financial Advisers held 1,430 shares of JPMorgan Chase worth $468K as of Q2 2026.
  • Englebert Financial Advisers bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.46% of Englebert Financial Advisers's portfolio in Q2 2026, its #41 holding.
  • Englebert Financial Advisers first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Englebert Financial Advisers's JPMorgan Chase position peaked at $473K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.