PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s JPMorgan Chase JPM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.02M	Buy	3,105 +213	+7%	+$66.1K	0.27%	59
2026 Q1	$851K	Sell	2,892 -11	-0.4%	-$3.34K	0.25%	58
2025 Q4	$936K	Sell	2,903 -108	-4%	-$33.4K	0.28%	52
2025 Q3	$950K	Buy	3,011 +57	+2%	+$17K	0.3%	51
2025 Q2	$857K	Sell	2,954 -296	-9%	-$75.5K	0.29%	54
2025 Q1	$797K	Sell	3,250 -98	-3%	-$25K	0.3%	58
2024 Q4	$803K	Buy	3,348 +394	+13%	+$91.8K	0.32%	49
2024 Q3	$623K	Buy	2,954 +156	+6%	+$32.9K	0.32%	45
2024 Q2	$566K	Buy	2,798 +3	+0.1%	+$587	0.33%	43
2024 Q1	$560K	Buy	2,795 +258	+10%	+$46.6K	0.37%	44
2023 Q4	$432K	Buy	2,537 +56	+2%	+$8.49K	0.27%	52
2023 Q3	$360K	Sell	2,481 -2,490	-50%	-$373K	0.26%	53
2023 Q2	$361K	Buy	4,971 +2,106	+74%	+$290K	0.27%	56
2023 Q1	$373K	Sell	2,865 -130	-4%	-$17.8K	0.29%	44
2022 Q4	$402K	Buy	+2,995	New	+$379K	0.34%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JPM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, buying an estimated $66.1K and bringing the position to 3,105 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #59.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,105 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 213 JPMorgan Chase shares in Q2 2026, an estimated $66.1K.
JPMorgan Chase made up 0.27% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #59 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.