JGP Wealth Management’s JPMorgan Chase JPM Stock Holding History

JGP 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	$26.6M	Buy	81,331 +893	+1%	+$277K	2.39%	8
2026 Q1	$23.7M	Sell	80,438 -1,285	-2%	-$390K	2.46%	8
2025 Q4	$26.3M	Buy	81,723 +246	+0.3%	+$76.2K	2.74%	7
2025 Q3	$25.1M	Sell	81,477 -333	-0.4%	-$99K	2.78%	7
2025 Q2	$23.7M	Buy	81,810 +119	+0.1%	+$30.4K	2.87%	7
2025 Q1	$20M	Sell	81,691 -10,696	-12%	-$2.73M	2.64%	7
2024 Q4	$22.1M	Buy	92,387 +631	+0.7%	+$147K	2.86%	6
2024 Q3	$19.3M	Sell	91,756 -545	-0.6%	-$115K	2.49%	6
2024 Q2	$18.7M	Sell	92,301 -650	-0.7%	-$127K	2.66%	6
2024 Q1	$18.6M	Sell	92,951 -12,731	-12%	-$2.3M	2.7%	5
2023 Q4	$18M	Buy	105,682 +1,177	+1%	+$178K	2.67%	5
2023 Q3	$15.2M	Buy	104,505 +2,420	+2%	+$363K	2.54%	6
2023 Q2	$14.8M	Buy	102,085 +702	+0.7%	+$96.6K	2.43%	5
2023 Q1	$13.2M	Buy	101,383 +28,853	+40%	+$3.95M	2.32%	9
2022 Q4	$9.73M	Buy	72,530 +1,037	+1%	+$131K	1.79%	19
2022 Q3	$7.58M	Buy	71,493 +3,032	+4%	+$348K	1.59%	24
2022 Q2	$7.66M	Buy	68,461 +3,246	+5%	+$402K	1.55%	27
2022 Q1	$8.71M	Buy	65,215 +372	+0.6%	+$54.9K	1.61%	25
2021 Q4	$10.6M	Buy	64,843 +1,926	+3%	+$316K	1.98%	16
2021 Q3	$10.3M	Buy	62,917 +268	+0.4%	+$42K	2.23%	11
2021 Q2	$9.74M	Sell	62,649 -4,512	-7%	-$709K	2.1%	14
2021 Q1	$10.2M	Buy	67,161 +430	+0.6%	+$61.9K	2.29%	8
2020 Q4	$9.23M	Buy	66,731 +1,450	+2%	+$162K	2.14%	8
2020 Q3	$6.51M	Buy	65,281 +2,508	+4%	+$246K	1.73%	17
2020 Q2	$5.86M	Buy	62,773 +934	+2%	+$88.6K	1.72%	17
2020 Q1	$5.83M	Buy	61,839 +103	+0.2%	+$12.5K	2.07%	11
2019 Q4	$8.53M	Buy	61,736 +4,212	+7%	+$540K	2.52%	5
2019 Q3	$6.51M	Buy	57,524 +582	+1%	+$65.8K	2.26%	6
2019 Q2	$6.37M	Buy	56,942 +920	+2%	+$101K	2.26%	6
2019 Q1	$5.67M	Buy	56,022 +5,041	+10%	+$519K	2.15%	6
2018 Q4	$4.98M	Buy	50,981 +1,558	+3%	+$166K	2.06%	7
2018 Q3	$5.58M	Buy	49,423 +365	+0.7%	+$41.4K	2.23%	5
2018 Q2	$5.11M	Buy	+49,058	New	+$5.38M	2.13%	5

Other funds holding JPM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

JGP Wealth Management's JPM Position: Q2 2026 in Review

JGP Wealth Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $277K and bringing the position to 81,331 shares worth $26.6M. The position accounts for 2.39% of the portfolio, ranked #8.

JGP Wealth Management first reported a position in JPM in Q2 2018 and has held it in 33 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

JGP Wealth Management held 81,331 shares of JPMorgan Chase worth $26.6M as of Q2 2026.
JGP Wealth Management bought 893 JPMorgan Chase shares in Q2 2026, an estimated $277K.
JPMorgan Chase made up 2.39% of JGP Wealth Management's portfolio in Q2 2026, its #8 holding.
JGP Wealth Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 33 quarters since.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.