Institute for Wealth Management’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 | $5.13M | Sell |
15,662
-41
| -0.3% | -$12.7K | 0.45% | 41 |
|
|
2026
Q1 | $4.62M | Buy |
15,703
+3
| +0% | +$910 | 0.49% | 37 |
|
|
2025
Q4 | $5.06M | Sell |
15,700
-340
| -2% | -$105K | 0.54% | 32 |
|
|
2025
Q3 | $5.06M | Sell |
16,040
-75
| -0.5% | -$22.3K | 0.53% | 34 |
|
|
2025
Q2 | $4.67M | Buy |
16,115
+218
| +1% | +$55.6K | 0.52% | 37 |
|
|
2025
Q1 | $3.9M | Sell |
15,897
-60
| -0.4% | -$15.3K | 0.5% | 40 |
|
|
2024
Q4 | $3.83M | Sell |
15,957
-356
| -2% | -$82.9K | 0.48% | 37 |
|
|
2024
Q3 | $3.44M | Sell |
16,313
-199
| -1% | -$41.9K | 0.43% | 42 |
|
|
2024
Q2 | $3.34M | Buy |
16,512
+783
| +5% | +$153K | 0.45% | 41 |
|
|
2024
Q1 | $3.15M | Sell |
15,729
-467
| -3% | -$84.3K | 0.41% | 44 |
|
|
2023
Q4 | $2.75M | Sell |
16,196
-241
| -1% | -$36.5K | 0.45% | 45 |
|
|
2023
Q3 | $2.38M | Sell |
16,437
-295
| -2% | -$44.2K | 0.43% | 46 |
|
|
2023
Q2 | $2.43M | Sell |
16,732
-15
| -0.1% | -$2.06K | 0.41% | 54 |
|
|
2023
Q1 | $2.18M | Buy |
16,747
+311
| +2% | +$42.6K | 0.42% | 56 |
|
|
2022
Q4 | $2.2M | Sell |
16,436
-1,505
| -8% | -$191K | 0.46% | 50 |
|
|
2022
Q3 | $1.88M | Sell |
17,941
-4,848
| -21% | -$556K | 0.42% | 56 |
|
|
2022
Q2 | $2.57M | Buy |
22,789
+1,062
| +5% | +$132K | 0.5% | 40 |
|
|
2022
Q1 | $2.96M | Buy |
21,727
+5,297
| +32% | +$782K | 0.48% | 41 |
|
|
2021
Q4 | $2.6M | Sell |
16,430
-41
| -0.2% | -$6.73K | 0.42% | 56 |
|
|
2021
Q3 | $2.7M | Buy |
16,471
+469
| +3% | +$73.5K | 0.47% | 46 |
|
|
2021
Q2 | $2.49M | Buy |
16,002
+325
| +2% | +$51K | 0.44% | 54 |
|
|
2021
Q1 | $2.39M | Sell |
15,677
-804
| -5% | -$116K | 0.45% | 51 |
|
|
2020
Q4 | $2.09M | Buy |
16,481
+276
| +2% | +$30.9K | 0.42% | 58 |
|
|
2020
Q3 | $1.56M | Sell |
16,205
-1,648
| -9% | -$162K | 0.36% | 70 |
|
|
2020
Q2 | $1.68M | Sell |
17,853
-106
| -0.6% | -$10.1K | 0.41% | 51 |
|
|
2020
Q1 | $1.62M | Sell |
17,959
-4,058
| -18% | -$493K | 0.5% | 45 |
|
|
2019
Q4 | $3.07M | Sell |
22,017
-152
| -0.7% | -$19.5K | 0.69% | 24 |
|
|
2019
Q3 | $2.61M | Sell |
22,169
-4,358
| -16% | -$493K | 0.66% | 28 |
|
|
2019
Q2 | $2.97M | Buy |
26,527
+2,944
| +12% | +$325K | 0.66% | 22 |
|
|
2019
Q1 | $2.39M | Sell |
23,583
-3,846
| -14% | -$396K | 0.52% | 43 |
|
|
2018
Q4 | $2.68M | Buy |
27,429
+7,861
| +40% | +$838K | 1.1% | 20 |
|
|
2018
Q3 | $2.27M | Sell |
19,568
-2,380
| -11% | -$270K | 0.76% | 29 |
|
|
2018
Q2 | $2.28M | Buy |
21,948
+630
| +3% | +$69.1K | 0.73% | 34 |
|
|
2018
Q1 | $2.33M | Buy |
21,318
+5,730
| +37% | +$649K | 0.69% | 29 |
|
|
2017
Q4 | $1.68M | Sell |
15,588
-5,922
| -28% | -$600K | 0.39% | 72 |
|
|
2017
Q3 | $2.06M | Buy |
21,510
+214
| +1% | +$19.7K | 0.67% | 36 |
|
|
2017
Q2 | $1.94M | Buy |
+21,296
| New | +$1.84M | 0.53% | 35 |
|
Other funds holding JPM
Institute for Wealth Management's JPM Position: Q2 2026 in Review
Institute for Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, selling an estimated $12.7K and leaving 15,662 shares worth $5.13M. The position accounts for 0.45% of the portfolio, ranked #41.
Institute for Wealth Management first reported a position in JPM in Q2 2017 and has held it in 37 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Institute for Wealth Management held 15,662 shares of JPMorgan Chase worth $5.13M as of Q2 2026.
- Institute for Wealth Management sold 41 JPMorgan Chase shares in Q2 2026, an estimated $12.7K.
- JPMorgan Chase made up 0.45% of Institute for Wealth Management's portfolio in Q2 2026, its #41 holding.
- Institute for Wealth Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 37 quarters since.
- 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.