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New Wave Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

New Wave 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 		$245K Buy
+748
New +$232K 0.07% 185
2025
Q1 		– Sell
-495
Closed -$119K – 409
2024
Q4 		$119K Sell
495
-564
-53% -$131K 0.05% 176
2024
Q3 		$223K Hold
1,059
– – 0.1% 133
2024
Q2 		$214K Buy
+1,059
New +$207K 0.12% 130

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New Wave Wealth Advisors's JPM Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 748 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in JPM as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in JPM in Q2 2024 and has held it in 4 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New Wave Wealth Advisors held 748 shares of JPMorgan Chase worth $245K as of Q2 2026.
  • JPMorgan Chase was a new New Wave Wealth Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • New Wave Wealth Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 4 quarters since.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.