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Nova R Wealth’s JPMorgan Chase JPM Stock Holding History

Nova R 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 		$558K Sell
1,703
-22
-1% -$6.83K 0.16% 57
2026
Q1 		$507K Buy
1,725
+36
+2% +$10.9K 0.16% 60
2025
Q4 		$544K Buy
1,689
+27
+2% +$8.36K 0.2% 57
2025
Q3 		$524K Buy
1,662
+201
+14% +$59.8K 0.22% 54
2025
Q2 		$424K Sell
1,461
-244
-14% -$62.3K 0.2% 59
2025
Q1 		$418K Buy
1,705
+249
+17% +$63.5K 0.21% 58
2024
Q4 		$349K Buy
1,456
+7
+0.5% +$1.63K 0.18% 58
2024
Q3 		$305K Buy
1,449
+6
+0.4% +$1.26K 0.15% 65
2024
Q2 		$292K Buy
1,443
+6
+0.4% +$1.17K 0.15% 66
2024
Q1 		$288K Sell
1,437
-120
-8% -$21.7K 0.15% 67
2023
Q4 		$265K Buy
1,557
+9
+0.6% +$1.36K 0.17% 57
2023
Q3 		$225K Sell
1,548
-390
-20% -$58.5K 0.16% 56
2023
Q2 		$282K Sell
1,938
-66
-3% -$9.08K 0.19% 53
2023
Q1 		$261K Buy
2,004
+330
+20% +$45.2K 0.18% 64
2022
Q4 		$224K Buy
+1,674
New +$212K 0.16% 68
2022
Q2 		– Sell
-1,766
Closed -$241K – 79
2022
Q1 		$241K Buy
1,766
+6
+0.3% +$886 0.21% 60
2021
Q4 		$279K Buy
+1,760
New +$289K 0.23% 61

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Nova R Wealth's JPM Position: Q2 2026 in Review

Nova R Wealth reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $6.83K and leaving 1,703 shares worth $558K. The position accounts for 0.16% of the portfolio, ranked #57.

Nova R Wealth first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 1,114 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nova R Wealth held 1,703 shares of JPMorgan Chase worth $558K as of Q2 2026.
  • Nova R Wealth sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
  • JPMorgan Chase made up 0.16% of Nova R Wealth's portfolio in Q2 2026, its #57 holding.
  • Nova R Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 1,114 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.