Jamison Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jamison Private 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	$18.7M	Buy	57,141 +869	+2%	+$270K	1.89%	13
2026 Q1	$16.6M	Buy	56,272 +516	+0.9%	+$157K	2.01%	10
2025 Q4	$18M	Buy	55,756 +115	+0.2%	+$35.6K	2.18%	9
2025 Q3	$17.6M	Buy	55,641 +1,139	+2%	+$339K	2.22%	5
2025 Q2	$15.8M	Buy	54,502 +314	+0.6%	+$80.1K	2.27%	7
2025 Q1	$13.3M	Sell	54,188 -193	-0.4%	-$49.2K	2.03%	9
2024 Q4	$13M	Buy	54,381 +1,376	+3%	+$320K	1.92%	12
2024 Q3	$11.2M	Buy	53,005 +1,728	+3%	+$364K	1.7%	14
2024 Q2	$10.4M	Buy	51,277 +1,012	+2%	+$198K	1.72%	14
2024 Q1	$10.1M	Buy	50,265 +968	+2%	+$175K	1.7%	14
2023 Q4	$8.39M	Sell	49,297 -106	-0.2%	-$16.1K	1.57%	17
2023 Q3	$7.16M	Buy	+49,403	New	+$7.41M	1.48%	19

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jamison Private Wealth Management's JPM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $270K and bringing the position to 57,141 shares worth $18.7M. The position accounts for 1.89% of the portfolio, ranked #13.

Jamison Private Wealth Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 2,948 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Jamison Private Wealth Management held 57,141 shares of JPMorgan Chase worth $18.7M as of Q2 2026.
Jamison Private Wealth Management bought 869 JPMorgan Chase shares in Q2 2026, an estimated $270K.
JPMorgan Chase made up 1.89% of Jamison Private Wealth Management's portfolio in Q2 2026, its #13 holding.
Jamison Private Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
2,948 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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