Moller Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Moller Wealth Partners’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	$1.96M	Sell	5,978 -3	-0.1%	-$932	0.35%	30
2026 Q1	$1.76M	Buy	5,981 +187	+3%	+$56.8K	0.35%	29
2025 Q4	$1.87M	Buy	5,794 +1	+0%	+$310	0.39%	29
2025 Q3	$1.83M	Hold	5,793	–	–	0.38%	30
2025 Q2	$1.68M	Sell	5,793 -183	-3%	-$46.7K	0.37%	30
2025 Q1	$1.47M	Buy	5,976 +2,539	+74%	+$647K	0.36%	29
2024 Q4	$824K	Sell	3,437 -2,139	-38%	-$498K	0.22%	35
2024 Q3	$1.18M	Hold	5,576	–	–	0.29%	32
2024 Q2	$1.13M	Hold	5,576	–	–	0.3%	31
2024 Q1	$1.12M	Hold	5,576	–	–	0.3%	30
2023 Q4	$948K	Hold	5,576	–	–	0.27%	31
2023 Q3	$809K	Hold	5,576	–	–	0.26%	31
2023 Q2	$811K	Hold	5,576	–	–	0.25%	32
2023 Q1	$727K	Hold	5,576	–	–	0.22%	34
2022 Q4	$748K	Hold	5,576	–	–	0.24%	34
2022 Q3	$583K	Sell	5,576 -315	-5%	-$36.1K	0.21%	35
2022 Q2	$663K	Hold	5,891	–	–	0.22%	35
2022 Q1	$803K	Buy	5,891 +315	+6%	+$46.5K	0.25%	34
2021 Q4	$883K	Hold	5,576	–	–	0.28%	32
2021 Q3	$913K	Sell	5,576 -25	-0.4%	-$3.92K	0.3%	30
2021 Q2	$871K	Sell	5,601 -275	-5%	-$43.2K	0.29%	32
2021 Q1	$895K	Sell	5,876 -6,684	-53%	-$962K	0.31%	30
2020 Q4	$1.6M	Buy	12,560 +9,313	+287%	+$1.04M	0.66%	25
2020 Q3	$313K	Hold	3,247	–	–	0.14%	35
2020 Q2	$305K	Sell	3,247 -658	-17%	-$62.4K	0.13%	40
2020 Q1	$352K	Hold	3,905	–	–	0.18%	38
2019 Q4	$544K	Sell	3,905 -215	-5%	-$27.6K	0.24%	36
2019 Q3	$485K	Sell	4,120 -636	-13%	-$71.9K	0.23%	35
2019 Q2	$532K	Sell	4,756 -328	-6%	-$36.2K	0.27%	36
2019 Q1	$515K	Sell	5,084 -7,692	-60%	-$792K	0.23%	37
2018 Q4	$1.29M	Buy	12,776 +7,364	+136%	+$785K	0.84%	23
2018 Q3	$611K	Hold	5,412	–	–	0.27%	26
2018 Q2	$564K	Sell	5,412 -190	-3%	-$20.8K	0.22%	30
2018 Q1	$616K	Hold	5,602	–	–	0.27%	29
2017 Q4	$599K	Hold	5,602	–	–	0.23%	33
2017 Q3	$535K	Hold	5,602	–	–	0.2%	33
2017 Q2	$512K	Hold	5,602	–	–	0.22%	34
2017 Q1	$492K	Sell	5,602 -200	-3%	-$17.6K	0.22%	35
2016 Q4	$501K	Hold	5,802	–	–	0.25%	33
2016 Q3	$386K	Hold	5,802	–	–	0.18%	36
2016 Q2	$361K	Buy	+5,802	New	+$362K	0.18%	33
2016 Q1	–	Sell	-5,892	Closed	-$389K	–	38
2015 Q4	$389K	Hold	5,892	–	–	0.21%	32
2015 Q3	$359K	Hold	5,892	–	–	0.33%	29
2015 Q2	$399K	Sell	5,892 -10,971	-65%	-$716K	0.18%	33
2015 Q1	$1.02M	Buy	16,863 +9,253	+122%	+$548K	0.47%	24
2014 Q4	$476K	Sell	7,610 -9,390	-55%	-$565K	0.24%	33
2014 Q3	$1.01M	Buy	17,000 +227	+1%	+$13.3K	0.48%	28
2014 Q2	$966K	Sell	16,773 -15,376	-48%	-$864K	0.44%	30
2014 Q1	$1.95M	Hold	32,149	–	–	1%	14
2013 Q4	$1.88M	Hold	32,149	–	–	1.01%	16
2013 Q3	$1.66M	Hold	32,149	–	–	1.04%	18
2013 Q2	$1.7M	Buy	+32,149	New	+$1.63M	1.24%	15

Other funds holding JPM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Moller Wealth Partners's JPM Position: Q2 2026 in Review

Moller Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $932 and leaving 5,978 shares worth $1.96M. The position accounts for 0.35% of the portfolio, ranked #30.

Moller Wealth Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Moller Wealth Partners held 5,978 shares of JPMorgan Chase worth $1.96M as of Q2 2026.
Moller Wealth Partners sold 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.35% of Moller Wealth Partners's portfolio in Q2 2026, its #30 holding.
Moller Wealth Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.