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MA Private Wealth’s JPMorgan Chase JPM Stock Holding History

MA Private Wealth’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 		$241K Hold
737
– – 0.04% 84
2026
Q1 		$217K Buy
737
+16
+2% +$4.86K 0.04% 84
2025
Q4 		$232K Sell
721
-379
-34% -$117K 0.04% 80
2025
Q3 		$347K Buy
1,100
+7
+0.6% +$2.08K 0.06% 68
2025
Q2 		$317K Hold
1,093
– – 0.06% 72
2025
Q1 		$268K Hold
1,093
– – 0.05% 67
2024
Q4 		$262K Sell
1,093
-15
-1% -$3.49K 0.05% 63
2024
Q3 		$234K Buy
1,108
+15
+1% +$3.16K 0.04% 69
2024
Q2 		$221K Hold
1,093
– – 0.04% 73
2024
Q1 		$219K Buy
+1,093
New +$197K 0.04% 67
2022
Q2 		– Sell
-1,694
Closed -$231K – 73
2022
Q1 		$231K Buy
1,694
+6
+0.4% +$886 0.04% 81
2021
Q4 		$267K Buy
1,688
+97
+6% +$15.9K 0.05% 81
2021
Q3 		$260K Buy
1,591
+5
+0.3% +$784 0.05% 77
2021
Q2 		$247K Buy
1,586
+6
+0.4% +$942 0.05% 83
2021
Q1 		$241K Buy
+1,580
New +$227K 0.05% 82
2020
Q4 		– Sell
-3,347
Closed -$322K – 77
2020
Q3 		$322K Buy
3,347
+8
+0.2% +$786 0.08% 65
2020
Q2 		$314K Buy
3,339
+8
+0.2% +$759 0.08% 65
2020
Q1 		$300K Buy
+3,331
New +$405K 0.09% 63
2019
Q4 		– Sell
-3,631
Closed -$427K – 87
2019
Q3 		$427K Sell
3,631
-278
-7% -$31.4K 0.12% 59
2019
Q2 		$437K Buy
3,909
+12
+0.3% +$1.32K 0.13% 61
2019
Q1 		$395K Sell
3,897
-472
-11% -$48.6K 0.13% 65
2018
Q4 		$426K Buy
+4,369
New +$465K 0.16% 65

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MA Private Wealth's JPM Position: Q2 2026 in Review

MA Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 737 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #84.

MA Private Wealth first reported a position in JPM in Q4 2018 and has held it in 22 quarters since. The position peaked at $437K in Q2 2019. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • MA Private Wealth held 737 shares of JPMorgan Chase worth $241K as of Q2 2026.
  • MA Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.04% of MA Private Wealth's portfolio in Q2 2026, its #84 holding.
  • MA Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 22 quarters since.
  • MA Private Wealth's JPMorgan Chase position peaked at $437K in Q2 2019.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.