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Flywheel Private Wealth’s JPMorgan Chase JPM Stock Holding History

Flywheel Private Wealth’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 		$694K Sell
2,119
-13
-0.6% -$4.04K 0.34% 38
2026
Q1 		$627K Hold
2,132
– – 0.36% 43
2025
Q4 		$687K Sell
2,132
-25
-1% -$7.74K 0.43% 31
2025
Q3 		$680K Sell
2,157
-170
-7% -$50.6K 0.53% 28
2025
Q2 		$675K Hold
2,327
– – 0.54% 29
2025
Q1 		$571K Sell
2,327
-100
-4% -$25.5K 0.52% 34
2024
Q4 		$582K Buy
+2,427
New +$565K 0.53% 32

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Flywheel Private Wealth's JPM Position: Q2 2026 in Review

Flywheel Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, selling an estimated $4.04K and leaving 2,119 shares worth $694K. The position accounts for 0.34% of the portfolio, ranked #38.

Flywheel Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Flywheel Private Wealth held 2,119 shares of JPMorgan Chase worth $694K as of Q2 2026.
  • Flywheel Private Wealth sold 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 0.34% of Flywheel Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Flywheel Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.