National Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

National Wealth Management Group’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	$1.01M	Sell	3,086 -265	-8%	-$82.3K	0.31%	78
2026 Q1	$986K	Sell	3,351 -39	-1%	-$11.8K	0.37%	61
2025 Q4	$1.09M	Sell	3,390 -10	-0.3%	-$3.1K	0.38%	56
2025 Q3	$1.07M	Sell	3,400 -445	-12%	-$132K	0.4%	51
2025 Q2	$1.11M	Buy	3,845 +2,021	+111%	+$516K	0.62%	32
2025 Q1	$447K	Buy	+1,824	New	+$465K	0.29%	83
2023 Q3	–	Sell	-3,397	Closed	-$530K	–	141
2023 Q2	$530K	Buy	+3,397	New	+$467K	0.55%	55
2023 Q1	–	Sell	-3,353	Closed	-$450K	–	150
2022 Q4	$450K	Buy	+3,353	New	+$425K	0.54%	57

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Wealth Management Group's JPM Position: Q2 2026 in Review

National Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 7.9% in Q2 2026, selling an estimated $82.3K and leaving 3,086 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #78.

National Wealth Management Group first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

National Wealth Management Group held 3,086 shares of JPMorgan Chase worth $1.01M as of Q2 2026.
National Wealth Management Group sold 265 JPMorgan Chase shares in Q2 2026, an estimated $82.3K.
JPMorgan Chase made up 0.31% of National Wealth Management Group's portfolio in Q2 2026, its #78 holding.
National Wealth Management Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
National Wealth Management Group's JPMorgan Chase position peaked at $1.11M in Q2 2025.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.