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Howard Wealth Management’s JPMorgan Chase JPM Stock Holding History

Howard 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 		$1.4M Buy
4,271
+57
+1% +$17.7K 0.52% 48
2026
Q1 		$1.24M Buy
4,214
+908
+27% +$276K 0.52% 50
2025
Q4 		$1.07M Sell
3,306
-363
-10% -$112K 0.47% 57
2025
Q3 		$1.16M Sell
3,669
-61
-2% -$18.1K 0.53% 55
2025
Q2 		$1.08M Sell
3,730
-33
-0.9% -$8.42K 0.55% 55
2025
Q1 		$923K Sell
3,763
-52
-1% -$13.3K 0.51% 55
2024
Q4 		$915K Sell
3,815
-38
-1% -$8.85K 0.49% 57
2024
Q3 		$813K Buy
3,853
+16
+0.4% +$3.37K 0.47% 56
2024
Q2 		$776K Sell
3,837
-60
-2% -$11.7K 0.61% 45
2024
Q1 		$781K Buy
3,897
+415
+12% +$74.9K 0.63% 40
2023
Q4 		$592K Buy
3,482
+460
+15% +$69.7K 0.49% 47
2023
Q3 		$438K Sell
3,022
-40
-1% -$6K 0.4% 55
2023
Q2 		$445K Hold
3,062
– – 0.39% 57
2023
Q1 		$399K Buy
3,062
+75
+3% +$10.3K 0.33% 68
2022
Q4 		$401K Sell
2,987
-35
-1% -$4.43K 0.33% 70
2022
Q3 		$315K Buy
+3,022
New +$347K 0.22% 87
2022
Q2 		– Sell
-2,901
Closed -$395K – 101
2022
Q1 		$395K Sell
2,901
-91
-3% -$13.4K 0.22% 87
2021
Q4 		$473K Buy
2,992
+251
+9% +$41.2K 0.25% 84
2021
Q3 		$448K Sell
2,741
-165
-6% -$25.9K 0.25% 85
2021
Q2 		$451K Buy
2,906
+25
+0.9% +$3.93K 0.25% 85
2021
Q1 		$438K Buy
2,881
+51
+2% +$7.34K 0.26% 85
2020
Q4 		$359K Sell
2,830
-218
-7% -$24.4K 0.22% 89
2020
Q3 		$293K Sell
3,048
-466
-13% -$45.8K 0.21% 95
2020
Q2 		$330K Sell
3,514
-50
-1% -$4.74K 0.27% 83
2020
Q1 		$320K Sell
3,564
-1,109
-24% -$135K 0.34% 76
2019
Q4 		$651K Buy
+4,673
New +$599K 0.54% 37

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

Howard Wealth Management's JPM Position: Q2 2026 in Review

Howard Wealth Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 4,271 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #48.

Howard Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 3,206 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howard Wealth Management held 4,271 shares of JPMorgan Chase worth $1.4M as of Q2 2026.
  • Howard Wealth Management bought 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Chase made up 0.52% of Howard Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Howard Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 3,206 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.