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Essential Investment Partners’s JPMorgan Chase JPM Stock Holding History

Essential Investment Partners’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 		$1.63M Buy
4,973
+1,176
+31% +$365K 1.31% 24
2026
Q1 		$1.12M Buy
3,797
+1,792
+89% +$544K 1.03% 35
2025
Q4 		$646K Buy
+2,005
New +$621K 0.61% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Essential Investment Partners's JPM Position: Q2 2026 in Review

Essential Investment Partners increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $365K and bringing the position to 4,973 shares worth $1.63M. The position accounts for 1.31% of the portfolio, ranked #24.

Essential Investment Partners first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Essential Investment Partners held 4,973 shares of JPMorgan Chase worth $1.63M as of Q2 2026.
  • Essential Investment Partners bought 1,176 JPMorgan Chase shares in Q2 2026, an estimated $365K.
  • JPMorgan Chase made up 1.31% of Essential Investment Partners's portfolio in Q2 2026, its #24 holding.
  • Essential Investment Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.