Measured Wealth Private Client Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $999K | Sell |
3,051
-268
| -8% | -$83.2K | 0.24% | 64 |
|
|
2026
Q1 | $976K | Sell |
3,319
-3,064
| -48% | -$930K | 0.27% | 53 |
|
|
2025
Q4 | $2.06M | Sell |
6,383
-439
| -6% | -$136K | 0.54% | 31 |
|
|
2025
Q3 | $2.15M | Sell |
6,822
-708
| -9% | -$211K | 0.58% | 26 |
|
|
2025
Q2 | $2.18M | Buy |
7,530
+625
| +9% | +$159K | 0.65% | 26 |
|
|
2025
Q1 | $1.69M | Buy |
6,905
+5
| +0.1% | +$1.27K | 0.54% | 27 |
|
|
2024
Q4 | $1.65M | Buy |
6,900
+407
| +6% | +$94.8K | 0.53% | 28 |
|
|
2024
Q3 | $1.37M | Buy |
6,493
+355
| +6% | +$74.8K | 0.46% | 31 |
|
|
2024
Q2 | $1.24M | Buy |
6,138
+786
| +15% | +$154K | 0.44% | 30 |
|
|
2024
Q1 | $1.07M | Buy |
5,352
+161
| +3% | +$29.1K | 0.37% | 33 |
|
|
2023
Q4 | $883K | Buy |
5,191
+2,162
| +71% | +$328K | 0.33% | 41 |
|
|
2023
Q3 | $439K | Hold |
3,029
| – | – | 0.18% | 95 |
|
|
2023
Q2 | $441K | Sell |
3,029
-20
| -0.7% | -$2.75K | 0.17% | 103 |
|
|
2023
Q1 | $397K | Sell |
3,049
-159
| -5% | -$21.8K | 0.15% | 106 |
|
|
2022
Q4 | $430K | Sell |
3,208
-81
| -2% | -$10.3K | 0.18% | 77 |
|
|
2022
Q3 | $344K | Sell |
3,289
-1,229
| -27% | -$141K | 0.15% | 90 |
|
|
2022
Q2 | $509K | Buy |
4,518
+472
| +12% | +$58.5K | 0.22% | 66 |
|
|
2022
Q1 | $552K | Sell |
4,046
-362
| -8% | -$53.4K | 0.2% | 60 |
|
|
2021
Q4 | $698K | Hold |
4,408
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $722K | Sell |
4,408
-745
| -14% | -$117K | 0.28% | 55 |
|
|
2021
Q2 | $801K | Buy |
5,153
+13
| +0.3% | +$2.04K | 0.25% | 62 |
|
|
2021
Q1 | $782K | Buy |
5,140
+656
| +15% | +$94.4K | 0.28% | 53 |
|
|
2020
Q4 | $570K | Sell |
4,484
-1,229
| -22% | -$137K | 0.24% | 54 |
|
|
2020
Q3 | $550K | Buy |
5,713
+1,188
| +26% | +$117K | 0.27% | 59 |
|
|
2020
Q2 | $426K | Buy |
4,525
+1,302
| +40% | +$124K | 0.25% | 53 |
|
|
2020
Q1 | $290K | Sell |
3,223
-362
| -10% | -$44K | 0.23% | 63 |
|
|
2019
Q4 | $500K | Sell |
3,585
-855
| -19% | -$110K | 0.33% | 47 |
|
|
2019
Q3 | $523K | Sell |
4,440
-4,932
| -53% | -$558K | 0.34% | 48 |
|
|
2019
Q2 | $1.04M | Sell |
9,372
-555
| -6% | -$61.2K | 0.6% | 32 |
|
|
2019
Q1 | $1M | Buy |
9,927
+1,668
| +20% | +$172K | 0.62% | 31 |
|
|
2018
Q4 | $806K | Sell |
8,259
-59
| -0.7% | -$6.29K | 0.73% | 26 |
|
|
2018
Q3 | $942K | Buy |
8,318
+38
| +0.5% | +$4.31K | 0.57% | 24 |
|
|
2018
Q2 | $862K | Buy |
+8,280
| New | +$908K | 0.7% | 24 |
|
Other funds holding JPM
Measured Wealth Private Client Group's JPM Position: Q2 2026 in Review
Measured Wealth Private Client Group reduced its JPMorgan Chase (JPM) stake by 8.1% in Q2 2026, selling an estimated $83.2K and leaving 3,051 shares worth $999K. The position accounts for 0.24% of the portfolio, ranked #64.
Measured Wealth Private Client Group first reported a position in JPM in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.18M in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Measured Wealth Private Client Group held 3,051 shares of JPMorgan Chase worth $999K as of Q2 2026.
- Measured Wealth Private Client Group sold 268 JPMorgan Chase shares in Q2 2026, an estimated $83.2K.
- JPMorgan Chase made up 0.24% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #64 holding.
- Measured Wealth Private Client Group first reported a position in JPMorgan Chase in Q2 2018 and has held it in 33 quarters since.
- Measured Wealth Private Client Group's JPMorgan Chase position peaked at $2.18M in Q2 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.