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Mowery & Schoenfeld Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mowery & Schoenfeld 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 		$510K Hold
1,558
– – 0.69% 30
2026
Q1 		$458K Sell
1,558
-180
-10% -$54.6K 0.7% 30
2025
Q4 		$560K Buy
1,738
+240
+16% +$74.3K 0.81% 27
2025
Q3 		$472K Sell
1,498
-109
-7% -$32.4K 0.81% 26
2025
Q2 		$466K Sell
1,607
-567
-26% -$145K 0.71% 26
2025
Q1 		$533K Buy
2,174
+572
+36% +$146K 1.04% 22
2024
Q4 		$384K Buy
1,602
+1,119
+232% +$261K 0.75% 31
2024
Q3 		$102K Buy
483
+43
+10% +$9.06K 0.16% 60
2024
Q2 		$89K Buy
440
+243
+123% +$47.5K 0.13% 65
2024
Q1 		$39.5K Sell
197
-8
-4% -$1.44K 0.08% 83
2023
Q4 		$34.9K Buy
+205
New +$31.1K 0.07% 82

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

Mowery & Schoenfeld Wealth Management's JPM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,558 shares worth $510K. The position accounts for 0.69% of the portfolio, ranked #30.

Mowery & Schoenfeld Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $560K in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,558 shares of JPMorgan Chase worth $510K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.69% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's JPMorgan Chase position peaked at $560K in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.