Moss Adams Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Moss Adams 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	$4.14M	Buy	12,635 +376	+3%	+$117K	0.26%	32
2026 Q1	$3.61M	Buy	12,259 +793	+7%	+$241K	0.26%	32
2025 Q4	$3.69M	Buy	11,466 +336	+3%	+$104K	0.27%	30
2025 Q3	$3.51M	Buy	11,130 +157	+1%	+$46.7K	0.27%	30
2025 Q2	$3.18M	Buy	10,973 +935	+9%	+$239K	0.29%	30
2025 Q1	$2.46M	Buy	10,038 +1,630	+19%	+$416K	0.26%	34
2024 Q4	$2.02M	Buy	8,408 +637	+8%	+$148K	0.21%	37
2024 Q3	$1.64M	Buy	7,771 +487	+7%	+$103K	0.18%	40
2024 Q2	$1.47M	Buy	7,284 +1,267	+21%	+$248K	0.2%	41
2024 Q1	$1.21M	Buy	6,017 +1,427	+31%	+$257K	0.19%	42
2023 Q4	$781K	Buy	4,590 +134	+3%	+$20.3K	0.16%	39
2023 Q3	$646K	Sell	4,456 -35	-0.8%	-$5.25K	0.22%	36
2023 Q2	$653K	Buy	4,491 +215	+5%	+$29.6K	0.21%	39
2023 Q1	$557K	Buy	4,276 +358	+9%	+$49.1K	0.19%	40
2022 Q4	$525K	Buy	+3,918	New	+$496K	0.26%	53

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

Moss Adams Wealth Advisors's JPM Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $117K and bringing the position to 12,635 shares worth $4.14M. The position accounts for 0.26% of the portfolio, ranked #32.

Moss Adams Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,072 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Moss Adams Wealth Advisors held 12,635 shares of JPMorgan Chase worth $4.14M as of Q2 2026.
Moss Adams Wealth Advisors bought 376 JPMorgan Chase shares in Q2 2026, an estimated $117K.
JPMorgan Chase made up 0.26% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Moss Adams Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
2,072 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.