Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Net Worth Advisory 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	$2.68M	Sell	8,187 -553	-6%	-$172K	0.68%	27
2026 Q1	$2.57M	Sell	8,740 -221	-2%	-$67.1K	0.53%	35
2025 Q4	$2.89M	Buy	8,961 +379	+4%	+$117K	0.58%	35
2025 Q3	$2.71M	Sell	8,582 -1,138	-12%	-$338K	0.78%	19
2025 Q2	$2.82M	Sell	9,720 -293	-3%	-$74.8K	0.62%	27
2025 Q1	$2.46M	Sell	10,013 -167	-2%	-$42.6K	0.77%	20
2024 Q4	$2.44M	Sell	10,180 -13	-0.1%	-$3.03K	0.74%	23
2024 Q3	$2.15M	Buy	+10,193	New	+$2.15M	0.64%	21

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Net Worth Advisory Group's JPM Position: Q2 2026 in Review

Net Worth Advisory Group reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $172K and leaving 8,187 shares worth $2.68M. The position accounts for 0.68% of the portfolio, ranked #27.

Net Worth Advisory Group first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q4 2025. 1,025 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Net Worth Advisory Group held 8,187 shares of JPMorgan Chase worth $2.68M as of Q2 2026.
Net Worth Advisory Group sold 553 JPMorgan Chase shares in Q2 2026, an estimated $172K.
JPMorgan Chase made up 0.68% of Net Worth Advisory Group's portfolio in Q2 2026, its #27 holding.
Net Worth Advisory Group first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's JPMorgan Chase position peaked at $2.89M in Q4 2025.
1,025 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.