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Forteris Wealth Management’s JPMorgan Chase JPM Stock Holding History

Forteris Wealth Management’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 		$2.42M Sell
7,403
-117
-2% -$36.3K 1.98% 19
2026
Q1 		$2.21M Sell
7,520
-209
-3% -$63.4K 2.12% 17
2025
Q4 		$2.49M Buy
+7,729
New +$2.39M 2.45% 16

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Forteris Wealth Management's JPM Position: Q2 2026 in Review

Forteris Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $36.3K and leaving 7,403 shares worth $2.42M. The position accounts for 1.98% of the portfolio, ranked #19.

Forteris Wealth Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forteris Wealth Management held 7,403 shares of JPMorgan Chase worth $2.42M as of Q2 2026.
  • Forteris Wealth Management sold 117 JPMorgan Chase shares in Q2 2026, an estimated $36.3K.
  • JPMorgan Chase made up 1.98% of Forteris Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Forteris Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's JPMorgan Chase position peaked at $2.49M in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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