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Gilliland Jeter Wealth Management’s JPMorgan Chase JPM Stock Holding History

Gilliland Jeter 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 		$7.53M Sell
23,018
-313
-1% -$97.2K 1.97% 9
2026
Q1 		$6.86M Sell
23,331
-237
-1% -$71.9K 2.03% 10
2025
Q4 		$7.59M Sell
23,568
-242
-1% -$74.9K 2.3% 9
2025
Q3 		$7.51M Sell
23,810
-776
-3% -$231K 2.32% 10
2025
Q2 		$7.13M Sell
24,586
-207
-0.8% -$52.8K 2.32% 10
2025
Q1 		$6.08M Sell
24,793
-531
-2% -$135K 2.15% 10
2024
Q4 		$6.07M Buy
25,324
+63
+0.2% +$14.7K 2.05% 10
2024
Q3 		$5.33M Sell
25,261
-357
-1% -$75.2K 1.72% 10
2024
Q2 		$5.18M Sell
25,618
-281
-1% -$54.9K 1.75% 10
2024
Q1 		$5.19M Buy
25,899
+1,945
+8% +$351K 1.81% 9
2023
Q4 		$4.07M Buy
+23,954
New +$3.63M 1.69% 10

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 22.96% 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

Gilliland Jeter Wealth Management's JPM Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $97.2K and leaving 23,018 shares worth $7.53M. The position accounts for 1.97% of the portfolio, ranked #9.

Gilliland Jeter Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.59M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gilliland Jeter Wealth Management held 23,018 shares of JPMorgan Chase worth $7.53M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 313 JPMorgan Chase shares in Q2 2026, an estimated $97.2K.
  • JPMorgan Chase made up 1.97% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Gilliland Jeter Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's JPMorgan Chase position peaked at $7.59M in Q4 2025.
  • 3,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.