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GeoWealth Management’s JPMorgan Chase JPM Stock Holding History

GeoWealth 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 		$9.7M Sell
29,636
-2,683
-8% -$833K 0.31% 45
2026
Q1 		$9.51M Sell
32,319
-588
-2% -$178K 0.34% 40
2025
Q4 		$10.6M Sell
32,907
-1,414
-4% -$438K 0.39% 36
2025
Q3 		$10.8M Buy
34,321
+7,398
+27% +$2.2M 0.4% 37
2025
Q2 		$7.81M Buy
26,923
+157
+0.6% +$40.1K 0.3% 42
2025
Q1 		$6.57M Sell
26,766
-6,336
-19% -$1.62M 0.26% 49
2024
Q4 		$7.93M Buy
33,102
+4,463
+16% +$1.04M 0.26% 66
2024
Q3 		$6.04M Buy
28,639
+6,397
+29% +$1.35M 0.21% 85
2024
Q2 		$4.5M Buy
22,242
+3,195
+17% +$625K 0.2% 80
2024
Q1 		$3.82M Buy
19,047
+5,187
+37% +$936K 0.15% 117
2023
Q4 		$2.36M Buy
13,860
+10,473
+309% +$1.59M 0.2% 108
2023
Q3 		$491K Buy
3,387
+39
+1% +$5.85K 0.06% 205
2023
Q2 		$486K Buy
3,348
+1,033
+45% +$142K 0.05% 172
2023
Q1 		$302K Buy
2,315
+738
+47% +$101K 0.04% 176
2022
Q4 		$212K Buy
+1,577
New +$200K 0.02% 238
2022
Q3 		– Sell
-2,528
Closed -$285K – 367
2022
Q2 		$285K Sell
2,528
-206
-8% -$25.5K 0.04% 214
2022
Q1 		$371K Sell
2,734
-625
-19% -$92.3K 0.03% 239
2021
Q4 		$532K Buy
3,359
+27
+0.8% +$4.43K 0.04% 205
2021
Q3 		$545K Sell
3,332
-333
-9% -$52.2K 0.04% 207
2021
Q2 		$569K Buy
3,665
+420
+13% +$66K 0.07% 135
2021
Q1 		$493K Buy
3,245
+2,708
+504% +$390K 0.08% 119
2020
Q4 		$69K Buy
+537
New +$60K 0.01% 199
2019
Q4 		– Sell
-5,974
Closed -$703K – 153
2019
Q3 		$703K Buy
+5,974
New +$676K 0.16% 82

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

GeoWealth Management's JPM Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, selling an estimated $833K and leaving 29,636 shares worth $9.7M. The position accounts for 0.31% of the portfolio, ranked #45.

GeoWealth Management first reported a position in JPM in Q3 2019 and has held it in 23 quarters since. The position peaked at $10.8M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GeoWealth Management held 29,636 shares of JPMorgan Chase worth $9.7M as of Q2 2026.
  • GeoWealth Management sold 2,683 JPMorgan Chase shares in Q2 2026, an estimated $833K.
  • JPMorgan Chase made up 0.31% of GeoWealth Management's portfolio in Q2 2026, its #45 holding.
  • GeoWealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 23 quarters since.
  • GeoWealth Management's JPMorgan Chase position peaked at $10.8M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.