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Enzi Wealth’s JPMorgan Chase JPM Stock Holding History

Enzi Wealth’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 		$447K Sell
1,304
-15
-1% -$4.66K 0.14% 46
2026
Q1 		$388K Sell
1,319
-11
-0.8% -$3.34K 0.13% 46
2025
Q4 		$409K Buy
1,330
+4
+0.3% +$1.24K 0.14% 47
2025
Q3 		$396K Buy
1,326
+33
+3% +$9.81K 0.14% 46
2025
Q2 		$371K Buy
1,293
+1
+0.1% +$255 0.14% 48
2025
Q1 		$316K Sell
1,292
-12
-0.9% -$3.06K 0.13% 48
2024
Q4 		$343K Buy
1,304
+67
+5% +$15.6K 0.13% 48
2024
Q3 		$274K Sell
1,237
-51
-4% -$10.7K 0.11% 55
2024
Q2 		$264K Buy
1,288
+105
+9% +$20.5K 0.12% 55
2024
Q1 		$216K Buy
+1,183
New +$213K 0.1% 54
2023
Q1 		– Sell
-2,427
Closed -$336K – 69
2022
Q4 		$336K Hold
2,427
– – 0.16% 56
2022
Q3 		$328K Buy
+2,427
New +$279K 0.16% 56

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Enzi Wealth's JPM Position: Q2 2026 in Review

Enzi Wealth reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $4.66K and leaving 1,304 shares worth $447K. The position accounts for 0.14% of the portfolio, ranked #46.

Enzi Wealth first reported a position in JPM in Q3 2022 and has held it in 12 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Enzi Wealth held 1,304 shares of JPMorgan Chase worth $447K as of Q2 2026.
  • Enzi Wealth sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.14% of Enzi Wealth's portfolio in Q2 2026, its #46 holding.
  • Enzi Wealth first reported a position in JPMorgan Chase in Q3 2022 and has held it in 12 quarters since.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.