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GW Henssler & Associates’s JPMorgan Chase JPM Stock Holding History

GW Henssler & 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 		$13.3M Sell
40,610
-35
-0.1% -$10.9K 0.59% 63
2026
Q1 		$12M Buy
40,645
+376
+0.9% +$114K 0.56% 72
2025
Q4 		$13M Sell
40,269
-653
-2% -$202K 0.62% 69
2025
Q3 		$12.9M Sell
40,922
-313
-0.8% -$93.1K 0.64% 65
2025
Q2 		$12M Buy
41,235
+29
+0.1% +$7.4K 0.64% 65
2025
Q1 		$10.1M Buy
+41,206
New +$10.5M 0.58% 65
2022
Q1 		– Sell
-1,397
Closed -$221K – 225
2021
Q4 		$221K Buy
+1,397
New +$229K 0.01% 223
2020
Q3 		– Sell
-2,678
Closed -$252K – 218
2020
Q2 		$252K Buy
2,678
+25
+0.9% +$2.37K 0.02% 149
2020
Q1 		$239K Buy
+2,653
New +$322K 0.02% 176
2018
Q4 		– Sell
-2,697
Closed -$304K – 128
2018
Q3 		$304K Buy
+2,697
New +$306K 0.03% 120
2017
Q3 		– Sell
-2,854
Closed -$261K – 141
2017
Q2 		$261K Buy
+2,854
New +$246K 0.03% 123
2015
Q4 		– Sell
-4,901
Closed -$299K – 167
2015
Q3 		$299K Buy
4,901
+615
+14% +$40.3K 0.03% 131
2015
Q2 		$290K Buy
+4,286
New +$280K 0.03% 133
2014
Q2 		– Sell
-3,708
Closed -$225K – 153
2014
Q1 		$225K Buy
3,708
+261
+8% +$15.1K 0.03% 152
2013
Q4 		$202K Buy
+3,447
New +$189K 0.02% 156

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

GW Henssler & Associates's JPM Position: Q2 2026 in Review

GW Henssler & Associates reduced its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, selling an estimated $10.9K and leaving 40,610 shares worth $13.3M. The position accounts for 0.59% of the portfolio, ranked #63.

GW Henssler & Associates first reported a position in JPM in Q4 2013 and has held it in 15 quarters since. 2,995 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GW Henssler & Associates held 40,610 shares of JPMorgan Chase worth $13.3M as of Q2 2026.
  • GW Henssler & Associates sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 0.59% of GW Henssler & Associates's portfolio in Q2 2026, its #63 holding.
  • GW Henssler & Associates first reported a position in JPMorgan Chase in Q4 2013 and has held it in 15 quarters since.
  • 2,995 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.