Marshall & Sterling Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Marshall & Sterling 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	$321K	Sell	980 -8	-0.8%	-$2.48K	0.19%	84
2026 Q1	$290K	Buy	988 +5	+0.5%	+$1.52K	0.19%	82
2025 Q4	$317K	Sell	983 -194	-16%	-$60.1K	0.21%	69
2025 Q3	$370K	Buy	1,177 +20	+2%	+$5.95K	0.24%	63
2025 Q2	$334K	Sell	1,157 -11	-0.9%	-$2.81K	0.23%	60
2025 Q1	$287K	Buy	1,168 +146	+14%	+$37.2K	0.19%	70
2024 Q4	$245K	Buy	+1,022	New	+$238K	0.17%	78

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JPM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, selling an estimated $2.48K and leaving 980 shares worth $321K. The position accounts for 0.19% of the portfolio, ranked #84.

Marshall & Sterling Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 980 shares of JPMorgan Chase worth $321K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
JPMorgan Chase made up 0.19% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Marshall & Sterling Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's JPMorgan Chase position peaked at $370K in Q3 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.