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Montz Harcus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Montz Harcus 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 		$5.13M Sell
15,669
-1,256
-7% -$390K 1.83% 16
2026
Q1 		$4.98M Buy
16,925
+4,246
+33% +$1.29M 2.01% 14
2025
Q4 		$4.09M Buy
12,679
+1,365
+12% +$423K 1.66% 16
2025
Q3 		$3.57M Buy
11,314
+927
+9% +$276K 1.56% 17
2025
Q2 		$3.01M Buy
10,387
+12
+0.1% +$3.06K 1.45% 18
2025
Q1 		$2.54M Buy
10,375
+1,618
+18% +$412K 1.39% 17
2024
Q4 		$2.1M Buy
8,757
+305
+4% +$71K 1.17% 17
2024
Q3 		$1.78M Sell
8,452
-29
-0.3% -$6.11K 1.04% 17
2024
Q2 		$1.72M Buy
8,481
+44
+0.5% +$8.6K 1.11% 17
2024
Q1 		$1.69M Buy
8,437
+45
+0.5% +$8.12K 1.14% 16
2023
Q4 		$1.43M Buy
8,392
+251
+3% +$38K 1.09% 16
2023
Q3 		$1.18M Buy
8,141
+69
+0.9% +$10.3K 1.01% 17
2023
Q2 		$1.17M Buy
8,072
+527
+7% +$72.5K 0.97% 17
2023
Q1 		$983K Buy
7,545
+34
+0.5% +$4.66K 0.91% 17
2022
Q4 		$1.01M Buy
7,511
+155
+2% +$19.6K 1% 16
2022
Q3 		$769K Buy
7,356
+352
+5% +$40.4K 0.85% 18
2022
Q2 		$789K Buy
7,004
+722
+11% +$89.5K 0.83% 19
2022
Q1 		$856K Buy
6,282
+41
+0.7% +$6.05K 0.77% 21
2021
Q4 		$988K Buy
+6,241
New +$1.02M 0.87% 18

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

Montz Harcus Wealth Management's JPM Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, selling an estimated $390K and leaving 15,669 shares worth $5.13M. The position accounts for 1.83% of the portfolio, ranked #16.

Montz Harcus Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Montz Harcus Wealth Management held 15,669 shares of JPMorgan Chase worth $5.13M as of Q2 2026.
  • Montz Harcus Wealth Management sold 1,256 JPMorgan Chase shares in Q2 2026, an estimated $390K.
  • JPMorgan Chase made up 1.83% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Montz Harcus Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.