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Guardian Wealth Management (Illinois)’s JPMorgan Chase JPM Stock Holding History

Guardian Wealth Management (Illinois)’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 		$220K Buy
+672
New +$209K 0.11% 63
2026
Q1 		– Sell
-670
Closed -$216K – 63
2025
Q4 		$216K Sell
670
-1
-0.1% -$310 0.13% 64
2025
Q3 		$212K Buy
+671
New +$200K 0.13% 58
2025
Q2 		– Sell
-668
Closed -$164K – 136
2025
Q1 		$164K Sell
668
-29
-4% -$7.39K 0.11% 65
2024
Q4 		$167K Sell
697
-14
-2% -$3.26K 0.11% 68
2024
Q3 		$150K Buy
711
+4
+0.6% +$843 0.11% 71
2024
Q2 		$143K Sell
707
-18
-2% -$3.52K 0.11% 71
2024
Q1 		$145K Buy
725
+4
+0.6% +$722 0.11% 72
2023
Q4 		$123K Buy
721
+6
+0.8% +$909 0.1% 76
2023
Q3 		$104K Buy
715
+4
+0.6% +$600 0.1% 83
2023
Q2 		$103K Buy
711
+5
+0.7% +$688 0.09% 85
2023
Q1 		$92K Buy
706
+24
+4% +$3.29K 0.09% 86
2022
Q4 		$91.5K Sell
682
-3
-0.4% -$380 0.09% 93
2022
Q3 		$72K Buy
685
+2
+0.3% +$230 0.08% 91
2022
Q2 		$77K Buy
683
+2
+0.3% +$248 0.08% 91
2022
Q1 		$93K Buy
681
+2
+0.3% +$295 0.09% 92
2021
Q4 		$108K Buy
+679
New +$112K 0.1% 84

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s JPM Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) opened a new position in JPMorgan Chase (JPM) in Q2 2026: 672 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings. This is a return to the name: Guardian Wealth Management (Illinois) previously reported a position in JPM as recently as Q4 2025.

Guardian Wealth Management (Illinois) first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 672 shares of JPMorgan Chase worth $220K as of Q2 2026.
  • JPMorgan Chase was a new Guardian Wealth Management (Illinois) position in Q2 2026.
  • JPMorgan Chase made up 0.11% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #63 holding.
  • Guardian Wealth Management (Illinois) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.