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Great Point Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Great Point 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 		$1.63M Hold
4,980
– – 0.26% 36
2026
Q1 		$1.47M Buy
4,980
+19
+0.4% +$5.77K 0.27% 36
2025
Q4 		$1.6M Sell
4,961
-76
-2% -$23.5K 0.29% 37
2025
Q3 		$1.59M Buy
+5,037
New +$1.5M 0.3% 36
2025
Q1 		$1.39M Sell
5,665
-147
-3% -$37.5K 0.3% 36
2024
Q4 		$1.39M Hold
5,812
– – 0.3% 36
2024
Q3 		$1.23M Buy
5,812
+122
+2% +$25.7K 0.26% 40
2024
Q2 		$1.15M Buy
5,690
+48
+0.9% +$9.38K 0.26% 40
2024
Q1 		$1.13M Hold
5,642
– – 0.26% 40
2023
Q4 		$960K Hold
5,642
– – 0.25% 43
2023
Q3 		$818K Sell
5,642
-18
-0.3% -$2.7K 0.25% 44
2023
Q2 		$823K Buy
5,660
+109
+2% +$15K 0.25% 42
2023
Q1 		$723K Hold
5,551
– – 0.23% 42
2022
Q4 		$744K Sell
5,551
-100
-2% -$12.7K 0.25% 43
2022
Q3 		$590K Sell
5,651
-200
-3% -$23K 0.22% 44
2022
Q2 		$659K Buy
5,851
+710
+14% +$88K 0.23% 42
2022
Q1 		$701K Hold
5,141
– – 0.22% 33
2021
Q4 		$814K Hold
5,141
– – 0.25% 29
2021
Q3 		$841K Hold
5,141
– – 0.29% 29
2021
Q2 		$800K Hold
5,141
– – 0.28% 29
2021
Q1 		$783K Hold
5,141
– – 0.3% 26
2020
Q4 		$653K Hold
5,141
– – 0.28% 30
2020
Q3 		$483K Hold
5,141
– – 0.25% 32
2020
Q2 		$483K Sell
5,141
-47
-0.9% -$4.46K 0.25% 32
2020
Q1 		$467K Buy
5,188
+47
+0.9% +$5.71K 0.39% 30
2019
Q4 		$716K Hold
5,141
– – 0.44% 24
2019
Q3 		$605K Sell
5,141
-250
-5% -$28.3K 0.41% 28
2019
Q2 		$602K Buy
5,391
+250
+5% +$27.6K 0.49% 26
2019
Q1 		$520K Hold
5,141
– – 0.44% 27
2018
Q4 		$501K Buy
+5,141
New +$548K 0.47% 24

Other funds holding JPM

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
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

Great Point Wealth Advisors's JPM Position: Q2 2026 in Review

Great Point Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,980 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #36.

Great Point Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 3,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Great Point Wealth Advisors held 4,980 shares of JPMorgan Chase worth $1.63M as of Q2 2026.
  • Great Point Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.26% of Great Point Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Great Point Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • 3,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.