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One Charles Private Wealth Services’s JPMorgan Chase JPM Stock Holding History

One Charles Private Wealth Services’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 		$4.11M Buy
12,551
+33
+0.3% +$10.2K 0.95% 24
2026
Q1 		$3.68M Buy
12,518
+80
+0.6% +$24.3K 0.92% 23
2025
Q4 		$4.01M Sell
12,438
-1,025
-8% -$317K 1.04% 22
2025
Q3 		$4.25M Sell
13,463
-234
-2% -$69.6K 1.12% 20
2025
Q2 		$3.97M Buy
13,697
+1,365
+11% +$348K 1.12% 17
2025
Q1 		$3.03M Buy
12,332
+78
+0.6% +$19.9K 0.98% 16
2024
Q4 		$2.94M Buy
12,254
+75
+0.6% +$17.5K 0.99% 15
2024
Q3 		$2.57M Buy
12,179
+44
+0.4% +$9.27K 0.98% 17
2024
Q2 		$2.45M Buy
12,135
+83
+0.7% +$16.2K 1.02% 17
2024
Q1 		$2.41M Buy
12,052
+260
+2% +$46.9K 1.05% 14
2023
Q4 		$2.01M Buy
11,792
+342
+3% +$51.8K 1.06% 14
2023
Q3 		$1.66M Buy
11,450
+241
+2% +$36.1K 0.97% 19
2023
Q2 		$1.63M Sell
11,209
-59
-0.5% -$8.12K 0.95% 23
2023
Q1 		$1.47M Buy
11,268
+61
+0.5% +$8.36K 0.91% 25
2022
Q4 		$1.5M Sell
11,207
-25
-0.2% -$3.17K 0.97% 26
2022
Q3 		$1.17M Buy
11,232
+196
+2% +$22.5K 0.78% 32
2022
Q2 		$1.24M Buy
11,036
+139
+1% +$17.2K 0.83% 32
2022
Q1 		$1.49M Sell
10,897
-11
-0.1% -$1.62K 0.92% 28
2021
Q4 		$1.73M Sell
10,908
-1,012
-8% -$166K 0.98% 26
2021
Q3 		$1.95M Sell
11,920
-272
-2% -$42.6K 1.12% 23
2021
Q2 		$1.9M Buy
12,192
+7,516
+161% +$1.18M 1.27% 23
2021
Q1 		$712K Buy
4,676
+595
+15% +$85.6K 3.27% 12
2020
Q4 		$519K Buy
+4,081
New +$456K 4.93% 5
2020
Q3 		– Sell
-15,004
Closed -$1.49M – 60
2020
Q2 		$1.49M Buy
15,004
+308
+2% +$29.2K 0.77% 18
2020
Q1 		$1.32M Buy
14,696
+2,156
+17% +$262K 1.09% 18
2019
Q4 		$1.75M Buy
+12,540
New +$1.61M 1.15% 20

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

One Charles Private Wealth Services's JPM Position: Q2 2026 in Review

One Charles Private Wealth Services increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,551 shares worth $4.11M. The position accounts for 0.95% of the portfolio, ranked #24.

One Charles Private Wealth Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.25M in Q3 2025. 967 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • One Charles Private Wealth Services held 12,551 shares of JPMorgan Chase worth $4.11M as of Q2 2026.
  • One Charles Private Wealth Services bought 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 0.95% of One Charles Private Wealth Services's portfolio in Q2 2026, its #24 holding.
  • One Charles Private Wealth Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • One Charles Private Wealth Services's JPMorgan Chase position peaked at $4.25M in Q3 2025.
  • 967 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.