FORM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FORM 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	$1.21M	Sell	3,705 -717	-16%	-$223K	0.13%	23
2026 Q1	$1.3M	Sell	4,422 -261	-6%	-$79.2K	0.15%	24
2025 Q4	$1.51M	Buy	+4,683	New	+$1.45M	0.18%	23
2025 Q2	$1.55M	Buy	5,343 +228	+4%	+$58.2K	0.19%	24
2025 Q1	$1.25M	Buy	+5,115	New	+$1.3M	0.17%	23

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FORM Wealth Advisors's JPM Position: Q2 2026 in Review

FORM Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $223K and leaving 3,705 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #23.

FORM Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q2 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

FORM Wealth Advisors held 3,705 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
FORM Wealth Advisors sold 717 JPMorgan Chase shares in Q2 2026, an estimated $223K.
JPMorgan Chase made up 0.13% of FORM Wealth Advisors's portfolio in Q2 2026, its #23 holding.
FORM Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's JPMorgan Chase position peaked at $1.55M in Q2 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.