Exit Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Exit Wealth Advisors's JPM Position: Q2 2026 in Review
Exit Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $13K and leaving 867 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #122.
Exit Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Exit Wealth Advisors held 867 shares of JPMorgan Chase worth $284K as of Q2 2026.
- Exit Wealth Advisors sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
- JPMorgan Chase made up 0.13% of Exit Wealth Advisors's portfolio in Q2 2026, its #122 holding.
- Exit Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
- 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.