Omnia Family Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Sell |
4,683
-1,352
| -22% | -$420K | 0.41% | 23 |
|
|
2026
Q1 | $1.78M | Sell |
6,035
-1,262
| -17% | -$383K | 0.56% | 20 |
|
|
2025
Q4 | $2.35M | Hold |
7,297
| – | – | 0.69% | 21 |
|
|
2025
Q3 | $2.3M | Sell |
7,297
-10
| -0.1% | -$2.97K | 0.75% | 19 |
|
|
2025
Q2 | $2.12M | Buy |
7,307
+679
| +10% | +$173K | 0.77% | 19 |
|
|
2025
Q1 | $1.63M | Buy |
6,628
+794
| +14% | +$202K | 0.68% | 20 |
|
|
2024
Q4 | $1.4M | Buy |
5,834
+6
| +0.1% | +$1.4K | 0.58% | 23 |
|
|
2024
Q3 | $1.23M | Buy |
5,828
+353
| +6% | +$74.4K | 0.53% | 25 |
|
|
2024
Q2 | $1.11M | Buy |
5,475
+173
| +3% | +$33.8K | 0.47% | 28 |
|
|
2024
Q1 | $1.06M | Buy |
5,302
+429
| +9% | +$77.4K | 0.5% | 29 |
|
|
2023
Q4 | $829K | Buy |
4,873
+25
| +0.5% | +$3.79K | 0.42% | 28 |
|
|
2023
Q3 | $703K | Sell |
4,848
-216
| -4% | -$32.4K | 0.44% | 28 |
|
|
2023
Q2 | $737K | Buy |
5,064
+61
| +1% | +$8.39K | 0.5% | 25 |
|
|
2023
Q1 | $652K | Buy |
5,003
+59
| +1% | +$8.08K | 0.5% | 25 |
|
|
2022
Q4 | $663K | Sell |
4,944
-118
| -2% | -$15K | 0.54% | 25 |
|
|
2022
Q3 | $529K | Sell |
5,062
-10
| -0.2% | -$1.15K | 0.43% | 25 |
|
|
2022
Q2 | $571K | Sell |
5,072
-196
| -4% | -$24.3K | 0.42% | 27 |
|
|
2022
Q1 | $718K | Sell |
5,268
-95
| -2% | -$14K | 0.48% | 27 |
|
|
2021
Q4 | $849K | Hold |
5,363
| – | – | 0.52% | 27 |
|
|
2021
Q3 | $878K | Sell |
5,363
-35
| -0.6% | -$5.49K | 0.6% | 27 |
|
|
2021
Q2 | $840K | Buy |
5,398
+35
| +0.7% | +$5.5K | 0.54% | 24 |
|
|
2021
Q1 | $816K | Buy |
5,363
+57
| +1% | +$8.2K | 0.61% | 25 |
|
|
2020
Q4 | $674K | Buy |
5,306
+454
| +9% | +$50.7K | 0.62% | 28 |
|
|
2020
Q3 | $467K | Sell |
4,852
-312
| -6% | -$30.6K | 0.45% | 37 |
|
|
2020
Q2 | $486K | Sell |
5,164
-1,796
| -26% | -$170K | 0.48% | 35 |
|
|
2020
Q1 | $627K | Buy |
6,960
+613
| +10% | +$74.5K | 0.65% | 29 |
|
|
2019
Q4 | $885K | Buy |
6,347
+1,383
| +28% | +$177K | 0.41% | 33 |
|
|
2019
Q3 | $584K | Hold |
4,964
| – | – | 0.43% | 39 |
|
|
2019
Q2 | $555K | Sell |
4,964
-14
| -0.3% | -$1.54K | 0.28% | 42 |
|
|
2019
Q1 | $504K | Buy |
4,978
+14
| +0.3% | +$1.44K | 0.25% | 46 |
|
|
2018
Q4 | $485K | Hold |
4,964
| – | – | 0.26% | 47 |
|
|
2018
Q3 | $560K | Sell |
4,964
-351
| -7% | -$39.8K | 0.26% | 42 |
|
|
2018
Q2 | $554K | Hold |
5,315
| – | – | 0.26% | 40 |
|
|
2018
Q1 | $584K | Sell |
5,315
-601
| -10% | -$68K | 0.27% | 37 |
|
|
2017
Q4 | $633K | Buy |
5,916
+495
| +9% | +$50.1K | 0.29% | 34 |
|
|
2017
Q3 | $518K | Sell |
5,421
-305
| -5% | -$28.1K | 0.25% | 39 |
|
|
2017
Q2 | $523K | Buy |
5,726
+312
| +6% | +$26.9K | 0.25% | 40 |
|
|
2017
Q1 | $476K | Hold |
5,414
| – | – | 0.23% | 42 |
|
|
2016
Q4 | $467K | Buy |
+5,414
| New | +$413K | 0.23% | 45 |
|
Other funds holding JPM
RG
TWC
ATO
Omnia Family Wealth's JPM Position: Q2 2026 in Review
Omnia Family Wealth reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $420K and leaving 4,683 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #23.
Omnia Family Wealth first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.35M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Omnia Family Wealth held 4,683 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
- Omnia Family Wealth sold 1,352 JPMorgan Chase shares in Q2 2026, an estimated $420K.
- JPMorgan Chase made up 0.41% of Omnia Family Wealth's portfolio in Q2 2026, its #23 holding.
- Omnia Family Wealth first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
- Omnia Family Wealth's JPMorgan Chase position peaked at $2.35M in Q4 2025.
- 2,234 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.