Keyes Stange & Wooten Wealth Management’s JPMorgan Chase JPM Stock Holding History

Keyes Stange & Wooten 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	$2.29M	Buy	7,010 +294	+4%	+$91.3K	0.92%	13
2026 Q1	$1.98M	Buy	6,716 +514	+8%	+$156K	0.88%	13
2025 Q4	$2M	Sell	6,202 -253	-4%	-$78.3K	0.95%	14
2025 Q3	$2.04M	Sell	6,455 -170	-3%	-$50.6K	0.99%	14
2025 Q2	$1.92M	Sell	6,625 -418	-6%	-$107K	1%	14
2025 Q1	$1.73M	Sell	7,043 -446	-6%	-$114K	0.98%	13
2024 Q4	$1.8M	Sell	7,489 -174	-2%	-$40.5K	1.06%	14
2024 Q3	$1.62M	Sell	7,663 -68	-0.9%	-$14.3K	0.96%	14
2024 Q2	$1.56M	Sell	7,731 -264	-3%	-$51.6K	1.09%	15
2024 Q1	$1.6M	Sell	7,995 -200	-2%	-$36.1K	1.41%	13
2023 Q4	$1.39M	Buy	+8,195	New	+$1.24M	1.48%	11

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Keyes Stange & Wooten Wealth Management's JPM Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $91.3K and bringing the position to 7,010 shares worth $2.29M. The position accounts for 0.92% of the portfolio, ranked #13.

Keyes Stange & Wooten Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 7,010 shares of JPMorgan Chase worth $2.29M as of Q2 2026.
Keyes Stange & Wooten Wealth Management bought 294 JPMorgan Chase shares in Q2 2026, an estimated $91.3K.
JPMorgan Chase made up 0.92% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #13 holding.
Keyes Stange & Wooten Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.