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Horst & Graben Wealth Management’s JPMorgan Chase JPM Stock Holding History

Horst & Graben Wealth Management’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
3,472
+2
+0.1% +$621 0.15% 83
2026
Q1 		$1.08M Buy
3,470
+796
+30% +$242K 0.15% 80
2025
Q4 		$860K Sell
2,674
-85
-3% -$26.3K 0.13% 85
2025
Q3 		$870K Buy
2,759
+27
+1% +$8.03K 0.13% 86
2025
Q2 		$792K Sell
2,732
-6
-0.2% -$1.53K 0.13% 83
2025
Q1 		$672K Buy
2,738
+130
+5% +$33.1K 0.12% 83
2024
Q4 		$625K Sell
2,608
-118
-4% -$27.5K 0.11% 83
2024
Q3 		$575K Buy
2,726
+13
+0.5% +$2.74K 0.1% 83
2024
Q2 		$549K Buy
2,713
+39
+1% +$7.63K 0.1% 81
2024
Q1 		$536K Buy
2,674
+16
+0.6% +$2.89K 0.11% 81
2023
Q4 		$452K Buy
2,658
+19
+0.7% +$2.88K 0.1% 83
2023
Q3 		$383K Buy
2,639
+16
+0.6% +$2.4K 0.09% 92
2023
Q2 		$382K Buy
2,623
+17
+0.7% +$2.34K 0.09% 86
2023
Q1 		$340K Buy
2,606
+18
+0.7% +$2.47K 0.08% 90
2022
Q4 		$347K Buy
2,588
+20
+0.8% +$2.53K 0.09% 95
2022
Q3 		$268K Buy
2,568
+21
+0.8% +$2.41K 0.08% 103
2022
Q2 		$287K Buy
2,547
+21
+0.8% +$2.6K 0.08% 110
2022
Q1 		$344K Buy
2,526
+17
+0.7% +$2.51K 0.08% 101
2021
Q4 		$397K Sell
2,509
-202
-7% -$33.2K 0.1% 93
2021
Q3 		$444K Buy
2,711
+5
+0.2% +$784 0.12% 84
2021
Q2 		$421K Buy
2,706
+105
+4% +$16.5K 0.12% 88
2021
Q1 		$396K Buy
2,601
+1,000
+62% +$144K 0.12% 91
2020
Q4 		$203K Sell
1,601
-744
-32% -$83.2K 0.07% 110
2020
Q3 		$226K Sell
2,345
-531
-18% -$52.1K 0.09% 103
2020
Q2 		$270K Buy
+2,876
New +$273K 0.12% 82

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Horst & Graben Wealth Management's JPM Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $621 and bringing the position to 3,472 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #83.

Horst & Graben Wealth Management first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 3,229 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Horst & Graben Wealth Management held 3,472 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Horst & Graben Wealth Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.15% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Horst & Graben Wealth Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • 3,229 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.