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McNaughton Wealth Management’s JPMorgan Chase JPM Stock Holding History

McNaughton 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 		$2.36M Buy
7,222
+406
+6% +$126K 0.84% 31
2026
Q1 		$2M Buy
6,816
+381
+6% +$116K 0.83% 35
2025
Q4 		$2.07M Buy
6,435
+285
+5% +$88.2K 0.85% 34
2025
Q3 		$1.94M Sell
6,150
-155
-2% -$46.1K 0.82% 33
2025
Q2 		$1.83M Buy
6,305
+186
+3% +$47.5K 0.82% 34
2025
Q1 		$1.5M Buy
6,119
+105
+2% +$26.8K 0.73% 37
2024
Q4 		$1.44M Buy
6,014
+53
+0.9% +$12.3K 0.69% 32
2024
Q3 		$1.26M Sell
5,961
-15
-0.3% -$3.16K 0.61% 37
2024
Q2 		$1.21M Buy
5,976
+146
+3% +$28.5K 0.64% 37
2024
Q1 		$1.17M Sell
5,830
-187
-3% -$33.7K 0.65% 36
2023
Q4 		$1.02M Buy
6,017
+795
+15% +$120K 0.61% 37
2023
Q3 		$757K Sell
5,222
-132
-2% -$19.8K 0.5% 38
2023
Q2 		$779K Buy
5,354
+60
+1% +$8.25K 0.5% 42
2023
Q1 		$690K Sell
5,294
-148
-3% -$20.3K 0.46% 36
2022
Q4 		$730K Buy
5,442
+91
+2% +$11.5K 0.5% 33
2022
Q3 		$559K Buy
5,351
+470
+10% +$53.9K 0.41% 41
2022
Q2 		$550K Buy
4,881
+1,733
+55% +$215K 0.39% 39
2022
Q1 		$429K Buy
3,148
+492
+19% +$72.6K 0.28% 40
2021
Q4 		$444K Buy
2,656
+486
+22% +$79.8K 0.29% 37
2021
Q3 		$355K Buy
2,170
+243
+13% +$38.1K 0.25% 39
2021
Q2 		$300K Buy
1,927
+573
+42% +$90K 0.21% 43
2021
Q1 		$206K Buy
+1,354
New +$195K 0.16% 48

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

McNaughton Wealth Management increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $126K and bringing the position to 7,222 shares worth $2.36M. The position accounts for 0.84% of the portfolio, ranked #31.

McNaughton Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McNaughton Wealth Management held 7,222 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
  • McNaughton Wealth Management bought 406 JPMorgan Chase shares in Q2 2026, an estimated $126K.
  • JPMorgan Chase made up 0.84% of McNaughton Wealth Management's portfolio in Q2 2026, its #31 holding.
  • McNaughton Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.