Innova Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Innova Wealth Partners’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	$562K	Sell	1,717 -61	-3%	-$18.9K	0.23%	84
2026 Q1	$523K	Sell	1,778 -160	-8%	-$48.6K	0.25%	74
2025 Q4	$624K	Buy	1,938 +205	+12%	+$63.5K	0.31%	57
2025 Q3	$547K	Buy	1,733 +47	+3%	+$14K	0.3%	60
2025 Q2	$489K	Sell	1,686 -78	-4%	-$19.9K	0.29%	51
2025 Q1	$433K	Buy	1,764 +4	+0.2%	+$1.02K	0.27%	56
2024 Q4	$422K	Buy	+1,760	New	+$410K	0.27%	52
2024 Q3	–	Sell	-1,760	Closed	-$356K	–	108
2024 Q2	$356K	Buy	1,760 +700	+66%	+$137K	0.25%	58
2024 Q1	$212K	Buy	+1,060	New	+$191K	0.16%	73

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Innova Wealth Partners's JPM Position: Q2 2026 in Review

Innova Wealth Partners reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $18.9K and leaving 1,717 shares worth $562K. The position accounts for 0.23% of the portfolio, ranked #84.

Innova Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $624K in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Innova Wealth Partners held 1,717 shares of JPMorgan Chase worth $562K as of Q2 2026.
Innova Wealth Partners sold 61 JPMorgan Chase shares in Q2 2026, an estimated $18.9K.
JPMorgan Chase made up 0.23% of Innova Wealth Partners's portfolio in Q2 2026, its #84 holding.
Innova Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Innova Wealth Partners's JPMorgan Chase position peaked at $624K in Q4 2025.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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