Northwest Wealth Management’s JPMorgan Chase JPM Stock Holding History

Northwest 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	$2.56M	Buy	7,818 +45	+0.6%	+$14K	0.34%	50
2026 Q1	$2.29M	Sell	7,773 -28	-0.4%	-$8.5K	0.34%	49
2025 Q4	$2.51M	Sell	7,801 -116	-1%	-$35.9K	0.4%	48
2025 Q3	$2.5M	Buy	7,917 +9	+0.1%	+$2.68K	0.41%	47
2025 Q2	$2.29M	Buy	7,908 +184	+2%	+$47K	0.41%	48
2025 Q1	$1.89M	Buy	7,724 +148	+2%	+$37.7K	0.38%	50
2024 Q4	$1.82M	Buy	7,576 +156	+2%	+$36.3K	0.38%	50
2024 Q3	$1.56M	Sell	7,420 -127	-2%	-$26.8K	0.36%	55
2024 Q2	$1.53M	Buy	7,547 +37	+0.5%	+$7.23K	0.4%	55
2024 Q1	$1.5M	Sell	7,510 -755	-9%	-$136K	0.41%	55
2023 Q4	$1.41M	Buy	8,265 +47	+0.6%	+$7.12K	0.42%	52
2023 Q3	$1.19M	Sell	8,218 -125	-1%	-$18.7K	0.43%	57
2023 Q2	$1.21M	Buy	8,343 +396	+5%	+$54.5K	0.44%	58
2023 Q1	$1.04M	Buy	7,947 +64	+0.8%	+$8.77K	0.4%	61
2022 Q4	$1.06M	Sell	7,883 -350	-4%	-$44.3K	0.45%	57
2022 Q3	$860K	Buy	8,233 +640	+8%	+$73.4K	0.38%	61
2022 Q2	$855K	Buy	7,593 +192	+3%	+$23.8K	0.37%	64
2022 Q1	$1.01M	Buy	7,401 +516	+7%	+$76.2K	0.49%	53
2021 Q4	$1.09M	Buy	6,885 +224	+3%	+$36.8K	0.51%	52
2021 Q3	$1.09M	Buy	6,661 +10	+0.2%	+$1.57K	0.54%	50
2021 Q2	$1.03M	Sell	6,651 -190	-3%	-$29.8K	0.55%	49
2021 Q1	$1.04M	Buy	6,841 +4	+0.1%	+$575	0.65%	42
2020 Q4	$869K	Buy	6,837 +207	+3%	+$23.1K	0.6%	47
2020 Q3	$638K	Sell	6,630 -146	-2%	-$14.3K	0.53%	50
2020 Q2	$637K	Hold	6,776	–	–	0.56%	47
2020 Q1	$610K	Sell	6,776 -50	-0.7%	-$6.08K	0.62%	47
2019 Q4	$951K	Sell	6,826 -1,115	-14%	-$143K	0.87%	34
2019 Q3	$935K	Hold	7,941	–	–	0.77%	43
2019 Q2	$888K	Sell	7,941 -587	-7%	-$64.7K	0.72%	45
2019 Q1	$863K	Buy	8,528 +75	+0.9%	+$7.73K	0.65%	43
2018 Q4	$825K	Hold	8,453	–	–	0.7%	40
2018 Q3	$954K	Hold	8,453	–	–	0.71%	35
2018 Q2	$881K	Sell	8,453 -77	-0.9%	-$8.45K	0.66%	39
2018 Q1	$938K	Sell	8,530 -5,028	-37%	-$569K	0.7%	37
2017 Q4	$1.45M	Buy	13,558 +11,046	+440%	+$1.12M	1.18%	25
2017 Q3	$240K	Sell	2,512 -967	-28%	-$89.2K	0.34%	59
2017 Q2	$318K	Buy	3,479 +257	+8%	+$22.2K	0.29%	67
2017 Q1	$283K	Buy	+3,222	New	+$284K	0.26%	76

Other funds holding JPM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Northwest Wealth Management's JPM Position: Q2 2026 in Review

Northwest Wealth Management increased its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, buying an estimated $14K and bringing the position to 7,818 shares worth $2.56M. The position accounts for 0.34% of the portfolio, ranked #50.

Northwest Wealth Management first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Northwest Wealth Management held 7,818 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
Northwest Wealth Management bought 45 JPMorgan Chase shares in Q2 2026, an estimated $14K.
JPMorgan Chase made up 0.34% of Northwest Wealth Management's portfolio in Q2 2026, its #50 holding.
Northwest Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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