Exencial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9M | Buy |
60,711
+29,415
| +94% | +$8.93M | 0.56% | 49 |
|
|
2025
Q4 | $10.1M | Buy |
31,296
+853
| +3% | +$264K | 0.32% | 91 |
|
|
2025
Q3 | $9.6M | Buy |
30,443
+622
| +2% | +$185K | 0.31% | 96 |
|
|
2025
Q2 | $8.65M | Sell |
29,821
-289
| -1% | -$73.7K | 0.3% | 96 |
|
|
2025
Q1 | $7.39M | Sell |
30,110
-273
| -0.9% | -$69.6K | 0.27% | 104 |
|
|
2024
Q4 | $7.28M | Buy |
30,383
+381
| +1% | +$88.7K | 0.27% | 111 |
|
|
2024
Q3 | $6.33M | Buy |
30,002
+1,022
| +4% | +$215K | 0.23% | 116 |
|
|
2024
Q2 | $5.86M | Sell |
28,980
-2,986
| -9% | -$584K | 0.22% | 124 |
|
|
2024
Q1 | $6.4M | Buy |
31,966
+2,199
| +7% | +$397K | 0.24% | 116 |
|
|
2023
Q4 | $5.06M | Buy |
29,767
+978
| +3% | +$148K | 0.21% | 119 |
|
|
2023
Q3 | $4.17M | Sell |
28,789
-2,575
| -8% | -$386K | 0.2% | 123 |
|
|
2023
Q2 | $4.56M | Buy |
31,364
+739
| +2% | +$102K | 0.21% | 121 |
|
|
2023
Q1 | $3.99M | Sell |
30,625
-2,749
| -8% | -$377K | 0.21% | 124 |
|
|
2022
Q4 | $4.48M | Buy |
33,374
+1,015
| +3% | +$129K | 0.24% | 115 |
|
|
2022
Q3 | $3.38M | Sell |
32,359
-2,140
| -6% | -$246K | 0.2% | 127 |
|
|
2022
Q2 | $3.88M | Buy |
34,499
+2,365
| +7% | +$293K | 0.22% | 125 |
|
|
2022
Q1 | $4.38M | Sell |
32,134
-1,212
| -4% | -$179K | 0.22% | 132 |
|
|
2021
Q4 | $5.28M | Sell |
33,346
-8,344
| -20% | -$1.37M | 0.26% | 126 |
|
|
2021
Q3 | $6.83M | Buy |
41,690
+9,796
| +31% | +$1.54M | 0.3% | 90 |
|
|
2021
Q2 | $4.96M | Buy |
31,894
+1,275
| +4% | +$200K | 0.27% | 115 |
|
|
2021
Q1 | $4.66M | Buy |
30,619
+1,949
| +7% | +$280K | 0.28% | 114 |
|
|
2020
Q4 | $3.64M | Sell |
28,670
-92,589
| -76% | -$10.3M | 0.25% | 120 |
|
|
2020
Q3 | $6.83M | Buy |
121,259
+88,379
| +269% | +$8.68M | 0.36% | 83 |
|
|
2020
Q2 | $3.09M | Buy |
32,880
+19,797
| +151% | +$1.88M | 0.27% | 115 |
|
|
2020
Q1 | $1.18M | Sell |
13,083
-5
| -0% | -$607 | 0.21% | 100 |
|
|
2019
Q4 | $1.82M | Sell |
13,088
-665
| -5% | -$85.3K | 0.32% | 89 |
|
|
2019
Q3 | $1.62M | Buy |
13,753
+1,478
| +12% | +$167K | 0.35% | 86 |
|
|
2019
Q2 | $1.37M | Sell |
12,275
-79
| -0.6% | -$8.71K | 0.32% | 81 |
|
|
2019
Q1 | $1.25M | Sell |
12,354
-170
| -1% | -$17.5K | 0.3% | 89 |
|
|
2018
Q4 | $1.22M | Buy |
12,524
+4,278
| +52% | +$456K | 0.33% | 81 |
|
|
2018
Q3 | $930K | Sell |
8,246
-441
| -5% | -$50.1K | 0.22% | 94 |
|
|
2018
Q2 | $905K | Buy |
8,687
+862
| +11% | +$94.6K | 0.25% | 92 |
|
|
2018
Q1 | $861K | Sell |
7,825
-271
| -3% | -$30.7K | 0.26% | 94 |
|
|
2017
Q4 | $866K | Sell |
8,096
-419
| -5% | -$42.4K | 0.26% | 90 |
|
|
2017
Q3 | $813K | Sell |
8,515
-616
| -7% | -$56.8K | 0.27% | 85 |
|
|
2017
Q2 | $835K | Sell |
9,131
-66
| -0.7% | -$5.7K | 0.34% | 65 |
|
|
2017
Q1 | $777K | Buy |
9,197
+1,414
| +18% | +$125K | 0.34% | 72 |
|
|
2016
Q4 | $672K | Sell |
7,783
-26
| -0.3% | -$1.98K | 0.28% | 80 |
|
|
2016
Q3 | $541K | Buy |
7,809
+787
| +11% | +$51.3K | 0.24% | 89 |
|
|
2016
Q2 | $436K | Buy |
+7,022
| New | +$439K | 0.2% | 101 |
|
Other funds holding JPM
Exencial Wealth Advisors's JPM Position: Q1 2026 in Review
Exencial Wealth Advisors increased its JPMorgan Chase (JPM) stake by 94% in Q1 2026, buying an estimated $8.93M and bringing the position to 60,711 shares worth $17.9M. The position accounts for 0.56% of the portfolio, ranked #49.
Exencial Wealth Advisors first reported a position in JPM in Q2 2016 and has held it in 40 quarters since. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Exencial Wealth Advisors held 60,711 shares of JPMorgan Chase worth $17.9M as of Q1 2026.
- Exencial Wealth Advisors bought 29,415 JPMorgan Chase shares in Q1 2026, an estimated $8.93M.
- JPMorgan Chase made up 0.56% of Exencial Wealth Advisors's portfolio in Q1 2026, its #49 holding.
- Exencial Wealth Advisors first reported a position in JPMorgan Chase in Q2 2016 and has held it in 40 quarters since.
- 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.