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Etesian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Etesian Wealth Advisors’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 		$3.58M Sell
10,931
-708
-6% -$220K 1.06% 28
2026
Q1 		$3.42M Sell
11,639
-331
-3% -$100K 1.09% 25
2025
Q4 		$3.86M Sell
11,970
-336
-3% -$104K 1.21% 23
2025
Q3 		$3.88M Sell
12,306
-223
-2% -$66.3K 1.28% 21
2025
Q2 		$3.63M Sell
12,529
-648
-5% -$165K 1.35% 19
2025
Q1 		$3.23M Sell
13,177
-200
-1% -$51K 1.39% 17
2024
Q4 		$3.21M Sell
13,377
-396
-3% -$92.2K 1.42% 18
2024
Q3 		$2.9M Sell
13,773
-132
-0.9% -$27.8K 1.31% 18
2024
Q2 		$2.81M Sell
13,905
-28
-0.2% -$5.47K 1.58% 18
2024
Q1 		$2.79M Sell
13,933
-1,350
-9% -$244K 1.6% 17
2023
Q4 		$2.6M Sell
15,283
-76
-0.5% -$11.5K 1.56% 17
2023
Q3 		$2.23M Sell
15,359
-159
-1% -$23.8K 1.5% 18
2023
Q2 		$2.26M Buy
15,518
+118
+0.8% +$16.2K 1.47% 18
2023
Q1 		$2.01M Sell
15,400
-159
-1% -$21.8K 1.34% 18
2022
Q4 		$2.09M Buy
+15,559
New +$1.97M 1.52% 16

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Etesian Wealth Advisors's JPM Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, selling an estimated $220K and leaving 10,931 shares worth $3.58M. The position accounts for 1.06% of the portfolio, ranked #28.

Etesian Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q3 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Etesian Wealth Advisors held 10,931 shares of JPMorgan Chase worth $3.58M as of Q2 2026.
  • Etesian Wealth Advisors sold 708 JPMorgan Chase shares in Q2 2026, an estimated $220K.
  • JPMorgan Chase made up 1.06% of Etesian Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Etesian Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's JPMorgan Chase position peaked at $3.88M in Q3 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.