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Obermeyer Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Obermeyer Wealth Partners’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 		$11.1M Buy
33,759
+183
+0.5% +$56.8K 0.45% 36
2026
Q1 		$9.88M Sell
33,576
-131
-0.4% -$39.8K 0.45% 39
2025
Q4 		$10.9M Buy
33,707
+280
+0.8% +$86.7K 0.5% 42
2025
Q3 		$10.5M Sell
33,427
-826
-2% -$246K 0.49% 45
2025
Q2 		$9.93M Buy
34,253
+1,018
+3% +$260K 0.49% 44
2025
Q1 		$8.15M Sell
33,235
-1,387
-4% -$354K 0.44% 46
2024
Q4 		$8.3M Buy
34,622
+644
+2% +$150K 0.43% 45
2024
Q3 		$7.16M Sell
33,978
-142
-0.4% -$29.9K 0.38% 47
2024
Q2 		$6.9M Buy
34,120
+1,147
+3% +$224K 0.4% 45
2024
Q1 		$6.6M Buy
32,973
+14,015
+74% +$2.53M 0.39% 42
2023
Q4 		$3.22M Buy
18,958
+387
+2% +$58.6K 0.22% 41
2023
Q3 		$2.69M Buy
18,571
+45
+0.2% +$6.75K 0.2% 38
2023
Q2 		$2.69M Sell
18,526
-776
-4% -$107K 0.19% 40
2023
Q1 		$2.52M Buy
19,302
+581
+3% +$79.6K 0.19% 44
2022
Q4 		$2.51M Buy
18,721
+1,528
+9% +$194K 0.19% 45
2022
Q3 		$1.8M Sell
17,193
-2,088
-11% -$240K 0.15% 50
2022
Q2 		$2.17M Buy
19,281
+100
+0.5% +$12.4K 0.16% 45
2022
Q1 		$2.62M Buy
19,181
+1,246
+7% +$184K 0.16% 48
2021
Q4 		$2.84M Buy
17,935
+1,245
+7% +$204K 0.15% 45
2021
Q3 		$2.73M Buy
16,690
+399
+2% +$62.6K 0.15% 48
2021
Q2 		$2.53M Sell
16,291
-289
-2% -$45.4K 0.14% 51
2021
Q1 		$2.52M Buy
16,580
+5,805
+54% +$835K 0.16% 51
2020
Q4 		$1.37M Sell
10,775
-1,212
-10% -$135K 0.09% 57
2020
Q3 		$1.15M Sell
11,987
-909
-7% -$89.3K 0.09% 54
2020
Q2 		$1.21M Sell
12,896
-240
-2% -$22.8K 0.1% 49
2020
Q1 		$1.18M Sell
13,136
-488
-4% -$59.3K 0.13% 47
2019
Q4 		$1.9M Sell
13,624
-18
-0.1% -$2.31K 0.17% 46
2019
Q3 		$1.61M Buy
13,642
+226
+2% +$25.6K 0.15% 48
2019
Q2 		$1.5M Buy
13,416
+289
+2% +$31.9K 0.13% 48
2019
Q1 		$1.33M Sell
13,127
-793
-6% -$81.7K 0.12% 49
2018
Q4 		$1.36M Sell
13,920
-1,416
-9% -$151K 0.14% 47
2018
Q3 		$1.73M Sell
15,336
-402
-3% -$45.6K 0.15% 45
2018
Q2 		$1.64M Sell
15,738
-2,989
-16% -$328K 0.15% 45
2018
Q1 		$2.06M Sell
18,727
-212
-1% -$24K 0.19% 38
2017
Q4 		$2.02M Buy
18,939
+2,146
+13% +$217K 0.18% 42
2017
Q3 		$1.6M Buy
16,793
+8,820
+111% +$813K 0.14% 46
2017
Q2 		$729K Buy
7,973
+2,082
+35% +$180K 0.06% 65
2017
Q1 		$517K Hold
5,891
– – 0.05% 79
2016
Q4 		$508K Hold
5,891
– – 0.05% 78
2016
Q3 		$392K Hold
5,891
– – 0.04% 88
2016
Q2 		$366K Buy
5,891
+750
+15% +$46.8K 0.04% 91
2016
Q1 		$304K Sell
5,141
-1,979
-28% -$116K 0.03% 99
2015
Q4 		$470K Sell
7,120
-941
-12% -$61.3K 0.04% 77
2015
Q3 		$491K Hold
8,061
– – 0.05% 73
2015
Q2 		$546K Hold
8,061
– – 0.05% 76
2015
Q1 		$488K Hold
8,061
– – 0.04% 91
2014
Q4 		$504K Buy
+8,061
New +$485K 0.05% 92
2013
Q3 		– Sell
-425
Closed -$22K – 180
2013
Q2 		$22K Buy
+425
New +$21.6K 0.01% 190

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Obermeyer Wealth Partners's JPM Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, buying an estimated $56.8K and bringing the position to 33,759 shares worth $11.1M. The position accounts for 0.45% of the portfolio, ranked #36.

Obermeyer Wealth Partners first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. 2,335 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Obermeyer Wealth Partners held 33,759 shares of JPMorgan Chase worth $11.1M as of Q2 2026.
  • Obermeyer Wealth Partners bought 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
  • JPMorgan Chase made up 0.45% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Obermeyer Wealth Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
  • 2,335 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.