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Maltin Wealth Management’s JPMorgan Chase JPM Stock Holding History

Maltin 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 		$1.11M Sell
3,397
-11
-0.3% -$3.42K 0.37% 63
2026
Q1 		$1M Sell
3,408
-102
-3% -$31K 0.38% 62
2025
Q4 		$1.13M Buy
3,510
+8
+0.2% +$2.48K 0.45% 57
2025
Q3 		$1.1M Buy
3,502
+13
+0.4% +$3.87K 0.46% 57
2025
Q2 		$1.01M Sell
3,489
-480
-12% -$122K 0.46% 56
2025
Q1 		$974K Buy
3,969
+185
+5% +$47.2K 0.46% 54
2024
Q4 		$907K Buy
3,784
+16
+0.4% +$3.73K 0.45% 58
2024
Q3 		$794K Buy
3,768
+16
+0.4% +$3.37K 0.39% 62
2024
Q2 		$759K Buy
3,752
+5
+0.1% +$978 0.41% 62
2024
Q1 		$751K Buy
3,747
+47
+1% +$8.48K 0.42% 61
2023
Q4 		$629K Sell
3,700
-426
-10% -$64.6K 0.4% 65
2023
Q3 		$598K Buy
4,126
+22
+0.5% +$3.3K 0.42% 67
2023
Q2 		$597K Sell
4,104
-737
-15% -$101K 0.42% 63
2023
Q1 		$631K Buy
4,841
+26
+0.5% +$3.56K 0.45% 63
2022
Q4 		$646K Sell
4,815
-457
-9% -$57.9K 0.47% 62
2022
Q3 		$551K Buy
5,272
+57
+1% +$6.54K 0.44% 70
2022
Q2 		$587K Buy
5,215
+94
+2% +$11.6K 0.42% 73
2022
Q1 		$698K Sell
5,121
-731
-12% -$108K 0.46% 68
2021
Q4 		$927K Sell
5,852
-28
-0.5% -$4.6K 0.56% 55
2021
Q3 		$962K Buy
5,880
+25
+0.4% +$3.92K 0.59% 46
2021
Q2 		$911K Sell
5,855
-2,430
-29% -$382K 0.55% 49
2021
Q1 		$1.26M Buy
8,285
+2,529
+44% +$364K 0.82% 39
2020
Q4 		$731K Sell
5,756
-2,000
-26% -$224K 0.51% 46
2020
Q3 		$747K Sell
7,756
-504
-6% -$49.5K 0.53% 44
2020
Q2 		$777K Buy
8,260
+598
+8% +$56.7K 0.59% 41
2020
Q1 		$690K Buy
7,662
+882
+13% +$107K 0.59% 42
2019
Q4 		$945K Buy
+6,780
New +$870K 0.61% 36

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 22.96% 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

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

Maltin Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, selling an estimated $3.42K and leaving 3,397 shares worth $1.11M. The position accounts for 0.37% of the portfolio, ranked #63.

Maltin Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q1 2021. 3,050 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Maltin Wealth Management held 3,397 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
  • Maltin Wealth Management sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.37% of Maltin Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Maltin Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Maltin Wealth Management's JPMorgan Chase position peaked at $1.26M in Q1 2021.
  • 3,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.