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Holos Integrated Wealth’s JPMorgan Chase JPM Stock Holding History

Holos Integrated Wealth’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 		$982K Sell
2,894
-17
-0.6% -$5.28K 0.46% 35
2026
Q1 		$866K Buy
2,911
+17
+0.6% +$5.16K 0.44% 38
2025
Q4 		$942K Buy
2,894
+93
+3% +$28.8K 0.53% 27
2025
Q3 		$843K Sell
2,801
-127
-4% -$37.8K 0.5% 26
2025
Q2 		$845K Sell
2,928
-836
-22% -$213K 0.51% 27
2025
Q1 		$923K Hold
3,764
– – 0.61% 27
2024
Q4 		$902K Buy
+3,764
New +$877K 0.62% 27

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

Holos Integrated Wealth's JPM Position: Q2 2026 in Review

Holos Integrated Wealth reduced its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, selling an estimated $5.28K and leaving 2,894 shares worth $982K. The position accounts for 0.46% of the portfolio, ranked #35.

Holos Integrated Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Holos Integrated Wealth held 2,894 shares of JPMorgan Chase worth $982K as of Q2 2026.
  • Holos Integrated Wealth sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.46% of Holos Integrated Wealth's portfolio in Q2 2026, its #35 holding.
  • Holos Integrated Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.