JFS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

JFS Wealth Advisors’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	$2.31M	Sell	7,044 -179	-2%	-$55.6K	0.11%	107
2026 Q1	$2.12M	Sell	7,223 -195	-3%	-$59.2K	0.12%	106
2025 Q4	$2.39M	Buy	7,418 +94	+1%	+$29.1K	0.13%	98
2025 Q3	$2.31M	Sell	7,324 -573	-7%	-$170K	0.14%	101
2025 Q2	$2.29M	Buy	7,897 +35	+0.4%	+$8.93K	0.15%	92
2025 Q1	$1.93M	Buy	7,862 +423	+6%	+$108K	0.13%	97
2024 Q4	$1.78M	Sell	7,439 -542	-7%	-$126K	0.12%	98
2024 Q3	$1.68M	Buy	7,981 +2,762	+53%	+$582K	0.11%	107
2024 Q2	$1.06M	Sell	5,219 -77	-1%	-$15.1K	0.08%	109
2024 Q1	$1.06M	Sell	5,296 -303	-5%	-$54.7K	0.08%	111
2023 Q4	$952K	Sell	5,599 -972	-15%	-$147K	0.08%	108
2023 Q3	$953K	Buy	6,571 +2	+0%	+$300	0.09%	110
2023 Q2	$955K	Sell	6,569 -687	-9%	-$94.5K	0.09%	114
2023 Q1	$946K	Sell	7,256 -1,288	-15%	-$176K	0.09%	114
2022 Q4	$1.15M	Sell	8,544 -495	-5%	-$62.7K	0.11%	102
2022 Q3	$945K	Sell	9,039 -1,066	-11%	-$122K	0.1%	106
2022 Q2	$1.14M	Sell	10,105 -2,057	-17%	-$255K	0.12%	97
2022 Q1	$1.66M	Buy	12,162 +1,426	+13%	+$210K	0.16%	91
2021 Q4	$1.7M	Buy	10,736 +3,180	+42%	+$522K	0.16%	93
2021 Q3	$1.24M	Sell	7,556 -363	-5%	-$56.9K	0.13%	104
2021 Q2	$1.23M	Buy	7,919 +1,195	+18%	+$188K	0.18%	79
2021 Q1	$1.02M	Sell	6,724 -529	-7%	-$76.1K	0.21%	75
2020 Q4	$922K	Buy	7,253 +249	+4%	+$27.8K	0.19%	78
2020 Q3	$674K	Buy	7,004 +350	+5%	+$34.4K	0.16%	80
2020 Q2	$626K	Buy	6,654 +1,125	+20%	+$107K	0.16%	83
2020 Q1	$498K	Buy	5,529 +51	+0.9%	+$6.2K	0.15%	83
2019 Q4	$764K	Sell	5,478 -294	-5%	-$37.7K	0.19%	80
2019 Q3	$679K	Buy	5,772 +52	+0.9%	+$5.88K	0.17%	83
2019 Q2	$639K	Hold	5,720	–	–	0.16%	84
2019 Q1	$579K	Hold	5,720	–	–	0.15%	85
2018 Q4	$558K	Sell	5,720 -466	-8%	-$49.6K	0.15%	88
2018 Q3	$698K	Sell	6,186 -34	-0.5%	-$3.86K	0.18%	82
2018 Q2	$648K	Sell	6,220 -205	-3%	-$22.5K	0.17%	81
2018 Q1	$707K	Sell	6,425 -3,670	-36%	-$416K	0.19%	75
2017 Q4	$1.08M	Buy	10,095 +2,838	+39%	+$287K	0.26%	64
2017 Q3	$693K	Buy	7,257 +2,369	+48%	+$218K	0.18%	73
2017 Q2	$447K	Sell	4,888 -3,080	-39%	-$266K	0.12%	79
2017 Q1	$688K	Hold	7,968	–	–	0.19%	78
2016 Q4	$688K	Sell	7,968 -1,060	-12%	-$80.8K	0.19%	78
2016 Q3	$601K	Sell	9,028 -7,951	-47%	-$518K	0.17%	78
2016 Q2	$1.05M	Buy	16,979 +7,982	+89%	+$499K	0.29%	68
2016 Q1	$533K	Buy	8,997 +1,317	+17%	+$76.9K	0.16%	83
2015 Q4	$508K	Buy	7,680 +887	+13%	+$57.8K	0.15%	87
2015 Q3	$414K	Buy	+6,793	New	+$445K	0.18%	70
2014 Q2	–	Sell	-13,177	Closed	-$800K	–	484
2014 Q1	$800K	Sell	13,177 -3,271	-20%	-$189K	0.44%	42
2013 Q4	$962K	Buy	16,448 +273	+2%	+$15K	0.42%	42
2013 Q3	$836K	Buy	16,175 +3,158	+24%	+$169K	0.39%	46
2013 Q2	$687K	Buy	+13,017	New	+$662K	0.34%	51

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 22.96% 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

JFS Wealth Advisors's JPM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $55.6K and leaving 7,044 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #107.

JFS Wealth Advisors first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.39M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

JFS Wealth Advisors held 7,044 shares of JPMorgan Chase worth $2.31M as of Q2 2026.
JFS Wealth Advisors sold 179 JPMorgan Chase shares in Q2 2026, an estimated $55.6K.
JPMorgan Chase made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #107 holding.
JFS Wealth Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
JFS Wealth Advisors's JPMorgan Chase position peaked at $2.39M in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.