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Motive Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Motive 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 		$1.07M Sell
3,270
-19
-0.6% -$5.9K 0.44% 36
2026
Q1 		$967K Sell
3,289
-38
-1% -$11.5K 0.45% 34
2025
Q4 		$1.07M Sell
3,327
-80
-2% -$24.8K 0.46% 33
2025
Q3 		$1.07M Sell
3,407
-104
-3% -$30.9K 0.46% 33
2025
Q2 		$1.02M Buy
3,511
+328
+10% +$83.7K 0.46% 33
2025
Q1 		$781K Sell
3,183
-152
-5% -$38.8K 0.42% 32
2024
Q4 		$799K Buy
3,335
+266
+9% +$62K 0.43% 35
2024
Q3 		$621K Hold
3,069
– – 0.37% 38
2024
Q2 		$621K Sell
3,069
-13
-0.4% -$2.54K 0.37% 38
2024
Q1 		$617K Buy
3,082
+1,231
+67% +$222K 0.37% 36
2023
Q4 		$315K Sell
1,851
-639
-26% -$96.8K 0.36% 34
2023
Q3 		$361K Sell
2,490
-141
-5% -$21.1K 0.4% 33
2023
Q2 		$383K Buy
2,631
+11
+0.4% +$1.51K 0.4% 31
2023
Q1 		$341K Sell
2,620
-183
-7% -$25.1K 0.37% 35
2022
Q4 		$376K Sell
2,803
-465
-14% -$58.9K 0.29% 38
2022
Q3 		$342K Buy
3,268
+1,129
+53% +$130K 0.28% 41
2022
Q2 		$241K Sell
2,139
-2
-0.1% -$248 0.19% 69
2022
Q1 		$292K Buy
2,141
+266
+14% +$39.3K 0.2% 69
2021
Q4 		$297K Buy
1,875
+95
+5% +$15.6K 0.18% 73
2021
Q3 		$291K Buy
1,780
+267
+18% +$41.9K 0.2% 71
2021
Q2 		$235K Buy
+1,513
New +$238K 0.17% 71

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Motive Wealth Advisors's JPM Position: Q2 2026 in Review

Motive Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, selling an estimated $5.9K and leaving 3,270 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #36.

Motive Wealth Advisors first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q3 2025. 1,267 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Motive Wealth Advisors held 3,270 shares of JPMorgan Chase worth $1.07M as of Q2 2026.
  • Motive Wealth Advisors sold 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 0.44% of Motive Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Motive Wealth Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's JPMorgan Chase position peaked at $1.07M in Q3 2025.
  • 1,267 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.