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LifeGoal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

LifeGoal 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 		$734K Buy
2,243
+383
+21% +$119K 0.34% 41
2026
Q1 		$549K Buy
1,860
+468
+34% +$142K 0.31% 48
2025
Q4 		$449K Buy
1,392
+227
+19% +$70.3K 0.3% 51
2025
Q3 		$367K Buy
1,165
+77
+7% +$22.9K 0.31% 54
2025
Q2 		$315K Buy
+1,088
New +$278K 0.3% 47

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

LifeGoal Wealth Advisors increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $119K and bringing the position to 2,243 shares worth $734K. The position accounts for 0.34% of the portfolio, ranked #41.

LifeGoal Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,243 shares of JPMorgan Chase worth $734K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 383 JPMorgan Chase shares in Q2 2026, an estimated $119K.
  • JPMorgan Chase made up 0.34% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • LifeGoal Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.