Global Wealth Strategies & Associates’s JPMorgan Chase JPM Stock Holding History

Global Wealth Strategies & Associates’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	$2.63M	Buy	8,027 +6,400	+393%	+$1.99M	0.5%	27
2026 Q1	$479K	Sell	1,627 -3	-0.2%	-$910	0.12%	45
2025 Q4	$525K	Sell	1,630 -125	-7%	-$38.7K	0.13%	37
2025 Q3	$553K	Buy	1,755 +478	+37%	+$142K	0.14%	39
2025 Q2	$370K	Buy	1,277 +14	+1%	+$3.57K	0.11%	41
2025 Q1	$310K	Buy	1,263 +127	+11%	+$32.4K	0.09%	44
2024 Q4	$272K	Buy	1,136 +485	+75%	+$113K	0.09%	43
2024 Q3	$137K	Buy	651 +136	+26%	+$28.6K	0.05%	58
2024 Q2	$104K	Hold	515	–	–	0.04%	55
2024 Q1	$103K	Hold	515	–	–	0.04%	60
2023 Q4	$87.6K	Hold	515	–	–	0.04%	61
2023 Q3	$74.7K	Hold	515	–	–	0.03%	64
2023 Q2	$74.9K	Sell	515 -20	-4%	-$2.75K	0.04%	65
2023 Q1	$69.7K	Buy	535 +9	+2%	+$1.23K	0.04%	64
2022 Q4	$70.5K	Buy	+526	New	+$66.6K	0.04%	66

Other funds holding JPM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Global Wealth Strategies & Associates's JPM Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its JPMorgan Chase (JPM) stake by 393% in Q2 2026, buying an estimated $1.99M and bringing the position to 8,027 shares worth $2.63M. The position accounts for 0.5% of the portfolio, ranked #27.

Global Wealth Strategies & Associates first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Global Wealth Strategies & Associates held 8,027 shares of JPMorgan Chase worth $2.63M as of Q2 2026.
Global Wealth Strategies & Associates bought 6,400 JPMorgan Chase shares in Q2 2026, an estimated $1.99M.
JPMorgan Chase made up 0.5% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #27 holding.
Global Wealth Strategies & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.