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Instrumental Wealth’s JPMorgan Chase JPM Stock Holding History

Instrumental Wealth’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 		$529K Buy
1,617
+92
+6% +$28.6K 0.27% 41
2026
Q1 		$449K Sell
1,525
-93
-6% -$28.2K 0.28% 34
2025
Q4 		$495K Buy
1,618
+107
+7% +$33.1K 0.3% 31
2025
Q3 		$468K Buy
1,511
+105
+7% +$31.2K 0.33% 33
2025
Q2 		$403K Buy
1,406
+63
+5% +$16.1K 0.32% 34
2025
Q1 		$327K Sell
1,343
-33
-2% -$8.41K 0.3% 39
2024
Q4 		$364K Buy
1,376
+241
+21% +$56.1K 0.34% 27
2024
Q3 		$251K Buy
1,135
+34
+3% +$7.16K 0.25% 38
2024
Q2 		$230K Buy
1,101
+47
+4% +$9.19K 0.24% 36
2024
Q1 		$210K Buy
+1,054
New +$190K 0.09% 41

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Instrumental Wealth's JPM Position: Q2 2026 in Review

Instrumental Wealth increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,617 shares worth $529K. The position accounts for 0.27% of the portfolio, ranked #41.

Instrumental Wealth first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Instrumental Wealth held 1,617 shares of JPMorgan Chase worth $529K as of Q2 2026.
  • Instrumental Wealth bought 92 JPMorgan Chase shares in Q2 2026, an estimated $28.6K.
  • JPMorgan Chase made up 0.27% of Instrumental Wealth's portfolio in Q2 2026, its #41 holding.
  • Instrumental Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.