Higgins & Schmidt Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$307K	Buy	937 +1	+0.1%	+$311	0.13%	53
2026 Q1	$275K	Sell	936 -22	-2%	-$6.68K	0.13%	53
2025 Q4	$309K	Buy	958 +32	+3%	+$9.91K	0.15%	48
2025 Q3	$292K	Buy	926 +20	+2%	+$5.95K	0.15%	47
2025 Q2	$263K	Hold	906	–	–	0.15%	47
2025 Q1	$222K	Buy	906 +2	+0.2%	+$510	0.13%	45
2024 Q4	$217K	Buy	+904	New	+$211K	0.14%	45

Other funds holding JPM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's JPM Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $311 and bringing the position to 937 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #53.

Higgins & Schmidt Wealth Strategies first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2025. 2,610 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 937 shares of JPMorgan Chase worth $307K as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.13% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #53 holding.
Higgins & Schmidt Wealth Strategies first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Higgins & Schmidt Wealth Strategies's JPMorgan Chase position peaked at $309K in Q4 2025.
2,610 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.