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Fifth Third Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Fifth Third 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 		$47.5M Buy
145,144
+4,032
+3% +$1.25M 1.33% 12
2026
Q1 		$41.5M Buy
141,112
+10,034
+8% +$3.05M 1.4% 12
2025
Q4 		$42.2M Buy
131,078
+3,191
+2% +$988K 1.48% 12
2025
Q3 		$40.3M Buy
127,887
+3,488
+3% +$1.04M 1.49% 12
2025
Q2 		$36.1M Buy
124,399
+16,620
+15% +$4.24M 1.51% 11
2025
Q1 		$26.4M Buy
107,779
+9,871
+10% +$2.52M 1.37% 12
2024
Q4 		$23.5M Buy
97,908
+7,620
+8% +$1.77M 1.27% 12
2024
Q3 		$19M Buy
90,288
+15,334
+20% +$3.23M 1.17% 12
2024
Q2 		$15.2M Buy
74,954
+31,397
+72% +$6.14M 1.15% 12
2024
Q1 		$8.72M Buy
43,557
+9,273
+27% +$1.67M 1.36% 13
2023
Q4 		$5.83M Buy
34,284
+1,887
+6% +$286K 1.89% 11
2023
Q3 		$4.7M Buy
32,397
+7,406
+30% +$1.11M 1.9% 11
2023
Q2 		$3.63M Buy
24,991
+14,447
+137% +$1.99M 2.34% 8
2023
Q1 		$1.37M Buy
+10,544
New +$1.44M 2.54% 8

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
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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors's JPM Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $1.25M and bringing the position to 145,144 shares worth $47.5M. The position accounts for 1.33% of the portfolio, ranked #12.

Fifth Third Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fifth Third Wealth Advisors held 145,144 shares of JPMorgan Chase worth $47.5M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 4,032 JPMorgan Chase shares in Q2 2026, an estimated $1.25M.
  • JPMorgan Chase made up 1.33% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Fifth Third Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.