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Noble Family Wealth’s JPMorgan Chase JPM Stock Holding History

Noble Family Wealth’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 		$311K Sell
950
-765
-45% -$238K 0.06% 67
2026
Q1 		$504K Hold
1,715
– – 0.1% 54
2025
Q4 		$553K Hold
1,715
– – 0.12% 54
2025
Q3 		$541K Buy
1,715
+765
+81% +$228K 0.12% 54
2025
Q2 		$275K Hold
950
– – 0.07% 63
2025
Q1 		$233K Hold
950
– – 0.06% 60
2024
Q4 		$227K Buy
+950
New +$221K 0.06% 61

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Noble Family Wealth's JPM Position: Q2 2026 in Review

Noble Family Wealth reduced its JPMorgan Chase (JPM) stake by 45% in Q2 2026, selling an estimated $238K and leaving 950 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #67.

Noble Family Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Noble Family Wealth held 950 shares of JPMorgan Chase worth $311K as of Q2 2026.
  • Noble Family Wealth sold 765 JPMorgan Chase shares in Q2 2026, an estimated $238K.
  • JPMorgan Chase made up 0.06% of Noble Family Wealth's portfolio in Q2 2026, its #67 holding.
  • Noble Family Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Noble Family Wealth's JPMorgan Chase position peaked at $553K in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.