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Henrickson Nauta Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Henrickson Nauta 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 		$1.16M Buy
3,531
+29
+0.8% +$9.01K 0.28% 32
2026
Q1 		$1.03M Sell
3,502
-2,200
-39% -$668K 0.29% 29
2025
Q4 		$1.91M Buy
5,702
+2,225
+64% +$689K 0.28% 28
2025
Q3 		$1.1M Sell
3,477
-130
-4% -$38.7K 0.35% 26
2025
Q2 		$1.05M Buy
3,607
+102
+3% +$26K 0.36% 25
2025
Q1 		$796K Buy
3,505
+69
+2% +$17.6K 0.33% 28
2024
Q4 		$824K Hold
3,436
– – 0.33% 29
2024
Q3 		$725K Buy
3,436
+45
+1% +$9.48K 0.29% 35
2024
Q2 		$686K Hold
3,391
– – 0.29% 35
2024
Q1 		$663K Buy
3,391
+261
+8% +$47.1K 0.29% 34
2023
Q4 		$532K Buy
3,130
+400
+15% +$60.6K 0.26% 40
2023
Q3 		$396K Buy
2,730
+130
+5% +$19.5K 0.24% 34
2023
Q2 		$378K Sell
2,600
-6
-0.2% -$825 0.26% 36
2023
Q1 		$340K Buy
2,606
+425
+19% +$58.2K 0.24% 34
2022
Q4 		$293K Hold
2,181
– – 0.23% 38
2022
Q3 		$228K Hold
2,181
– – 0.22% 39
2022
Q2 		$246K Hold
2,181
– – 0.23% 36
2022
Q1 		$297K Hold
2,181
– – 0.25% 30
2021
Q4 		$316K Buy
+2,181
New +$358K 0.26% 27

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

Henrickson Nauta Wealth Advisors's JPM Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, buying an estimated $9.01K and bringing the position to 3,531 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #32.

Henrickson Nauta Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2025. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 3,531 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
  • JPMorgan Chase made up 0.28% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's JPMorgan Chase position peaked at $1.91M in Q4 2025.
  • 3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.