Inlet Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Sell |
38,940
-4,500
| -10% | -$1.4M | 3.1% | 5 |
|
|
2026
Q1 | $12.8M | Sell |
43,440
-5,300
| -11% | -$1.61M | 3.26% | 5 |
|
|
2025
Q4 | $15.7M | Sell |
48,740
-1,750
| -3% | -$542K | 3.64% | 5 |
|
|
2025
Q3 | $15.9M | Buy |
50,490
+26
| +0.1% | +$7.73K | 3.59% | 5 |
|
|
2025
Q2 | $14.6M | Sell |
50,464
-160
| -0.3% | -$40.8K | 3.6% | 5 |
|
|
2025
Q1 | $12.4M | Sell |
50,624
-1,725
| -3% | -$440K | 3.23% | 5 |
|
|
2024
Q4 | $12.5M | Sell |
52,349
-1,265
| -2% | -$295K | 3.32% | 5 |
|
|
2024
Q3 | $11.3M | Sell |
53,614
-175
| -0.3% | -$36.9K | 2.87% | 4 |
|
|
2024
Q2 | $10.9M | Sell |
53,789
-582
| -1% | -$114K | 2.98% | 5 |
|
|
2024
Q1 | $10.9M | Sell |
54,371
-1,225
| -2% | -$221K | 3.04% | 5 |
|
|
2023
Q4 | $9.46M | Sell |
55,596
-150
| -0.3% | -$22.7K | 2.9% | 5 |
|
|
2023
Q3 | $8.08M | Sell |
55,746
-7,360
| -12% | -$1.1M | 2.66% | 6 |
|
|
2023
Q2 | $9.18M | Sell |
63,106
-100
| -0.2% | -$13.8K | 2.32% | 7 |
|
|
2023
Q1 | $8.24M | Sell |
63,206
-447
| -0.7% | -$61.2K | 2.14% | 8 |
|
|
2022
Q4 | $8.54M | Buy |
63,653
+1,693
| +3% | +$215K | 2.19% | 8 |
|
|
2022
Q3 | $6.47M | Buy |
61,960
+1,503
| +2% | +$172K | 1.93% | 10 |
|
|
2022
Q2 | $6.81M | Buy |
60,457
+19
| +0% | +$2.35K | 1.94% | 13 |
|
|
2022
Q1 | $8.24M | Buy |
60,438
+179
| +0.3% | +$26.4K | 2.06% | 10 |
|
|
2021
Q4 | $9.54M | Sell |
60,259
-9
| -0% | -$1.48K | 2.31% | 8 |
|
|
2021
Q3 | $9.87M | Hold |
60,268
| – | – | 2.64% | 5 |
|
|
2021
Q2 | $9.37M | Buy |
60,268
+19
| +0% | +$2.98K | 2.46% | 6 |
|
|
2021
Q1 | $9.17M | Buy |
60,249
+608
| +1% | +$87.5K | 2.63% | 6 |
|
|
2020
Q4 | $7.58M | Sell |
59,641
-250
| -0.4% | -$27.9K | 2.48% | 8 |
|
|
2020
Q3 | $5.77M | Buy |
59,891
+2,020
| +3% | +$198K | 2.25% | 9 |
|
|
2020
Q2 | $5.44M | Hold |
57,871
| – | – | 2.17% | 9 |
|
|
2020
Q1 | $5.21M | Sell |
57,871
-100
| -0.2% | -$12.1K | 2.42% | 9 |
|
|
2019
Q4 | $8.08M | Buy |
57,971
+600
| +1% | +$77K | 2.68% | 3 |
|
|
2019
Q3 | $6.75M | Buy |
57,371
+1,600
| +3% | +$181K | 2.5% | 3 |
|
|
2019
Q2 | $6.43M | Buy |
55,771
+5,428
| +11% | +$598K | 2.31% | 6 |
|
|
2019
Q1 | $5.1M | Buy |
50,343
+11,994
| +31% | +$1.24M | 2.05% | 6 |
|
|
2018
Q4 | $3.74M | Buy |
+38,349
| New | +$4.09M | 2.01% | 5 |
|
Other funds holding JPM
Inlet Private Wealth's JPM Position: Q2 2026 in Review
Inlet Private Wealth reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $1.4M and leaving 38,940 shares worth $12.7M. The position accounts for 3.1% of the portfolio, ranked #5.
Inlet Private Wealth first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.9M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Inlet Private Wealth held 38,940 shares of JPMorgan Chase worth $12.7M as of Q2 2026.
- Inlet Private Wealth sold 4,500 JPMorgan Chase shares in Q2 2026, an estimated $1.4M.
- JPMorgan Chase made up 3.1% of Inlet Private Wealth's portfolio in Q2 2026, its #5 holding.
- Inlet Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Inlet Private Wealth's JPMorgan Chase position peaked at $15.9M in Q3 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.