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Market Street Wealth Management Advisors’s JPMorgan Chase JPM Stock Holding History

Market Street Wealth Management 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 		$1.71M Buy
5,239
+1,159
+28% +$360K 0.24% 45
2026
Q1 		$1.2M Buy
4,080
+161
+4% +$48.9K 0.19% 52
2025
Q4 		$1.26M Sell
3,919
-3
-0.1% -$929 0.2% 53
2025
Q3 		$1.24M Buy
3,922
+18
+0.5% +$5.35K 0.2% 50
2025
Q2 		$1.13M Buy
3,904
+587
+18% +$150K 0.18% 51
2025
Q1 		$814K Buy
3,317
+256
+8% +$65.3K 0.14% 57
2024
Q4 		$734K Buy
3,061
+104
+4% +$24.2K 0.12% 58
2024
Q3 		$624K Buy
2,957
+28
+1% +$5.9K 0.1% 63
2024
Q2 		$592K Sell
2,929
-203
-6% -$39.7K 0.1% 63
2024
Q1 		$627K Buy
3,132
+6
+0.2% +$1.08K 0.11% 65
2023
Q4 		$532K Buy
3,126
+56
+2% +$8.49K 0.11% 73
2023
Q3 		$445K Sell
3,070
-2,027
-40% -$304K 0.11% 74
2023
Q2 		$741K Buy
5,097
+515
+11% +$70.8K 0.19% 62
2023
Q1 		$597K Buy
4,582
+2,514
+122% +$344K 0.16% 68
2022
Q4 		$277K Hold
2,068
– – 0.08% 85
2022
Q3 		$216K Hold
2,068
– – 0.07% 89
2022
Q2 		$233K Sell
2,068
-207
-9% -$25.6K 0.07% 80
2022
Q1 		$310K Sell
2,275
-441
-16% -$65.1K 0.11% 68
2021
Q4 		$430K Sell
2,716
-500
-16% -$82.1K 0.14% 59
2021
Q3 		$526K Buy
+3,216
New +$504K 0.21% 49

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Market Street Wealth Management Advisors's JPM Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $360K and bringing the position to 5,239 shares worth $1.71M. The position accounts for 0.24% of the portfolio, ranked #45.

Market Street Wealth Management Advisors first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 3,150 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Market Street Wealth Management Advisors held 5,239 shares of JPMorgan Chase worth $1.71M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 1,159 JPMorgan Chase shares in Q2 2026, an estimated $360K.
  • JPMorgan Chase made up 0.24% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #45 holding.
  • Market Street Wealth Management Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 3,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.