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Olistico Wealth’s JPMorgan Chase JPM Stock Holding History

Olistico 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 		$1.9M Sell
5,795
-262
-4% -$81.4K 0.81% 28
2026
Q1 		$1.78M Buy
6,057
+183
+3% +$55.5K 0.88% 26
2025
Q4 		$1.89M Sell
5,874
-98
-2% -$30.3K 0.92% 21
2025
Q3 		$1.88M Sell
5,972
-15
-0.3% -$4.46K 1% 21
2025
Q2 		$1.74M Buy
5,987
+600
+11% +$153K 0.96% 22
2025
Q1 		$1.32M Sell
5,387
-190
-3% -$48.4K 0.82% 27
2024
Q4 		$1.34M Buy
5,577
+2
+0% +$466 0.78% 28
2024
Q3 		$1.18M Sell
5,575
-792
-12% -$167K 0.72% 30
2024
Q2 		$1.29M Sell
6,367
-313
-5% -$61.2K 0.82% 28
2024
Q1 		$1.34M Sell
6,680
-1,095
-14% -$198K 0.97% 28
2023
Q4 		$1.32M Buy
7,775
+170
+2% +$25.8K 1.03% 23
2023
Q3 		$1.1M Sell
7,605
-100
-1% -$15K 0.98% 25
2023
Q2 		$1.12M Buy
7,705
+149
+2% +$20.5K 0.96% 24
2023
Q1 		$985K Buy
7,556
+265
+4% +$36.3K 0.94% 24
2022
Q4 		$978K Buy
+7,291
New +$924K 1.06% 21

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Olistico Wealth's JPM Position: Q2 2026 in Review

Olistico Wealth reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, selling an estimated $81.4K and leaving 5,795 shares worth $1.9M. The position accounts for 0.81% of the portfolio, ranked #28.

Olistico Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Olistico Wealth held 5,795 shares of JPMorgan Chase worth $1.9M as of Q2 2026.
  • Olistico Wealth sold 262 JPMorgan Chase shares in Q2 2026, an estimated $81.4K.
  • JPMorgan Chase made up 0.81% of Olistico Wealth's portfolio in Q2 2026, its #28 holding.
  • Olistico Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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