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One Plus One Wealth Management’s JPMorgan Chase JPM Stock Holding History

One Plus One Wealth Management’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 		$1.84M Sell
5,623
-79
-1% -$24.5K 0.79% 32
2026
Q1 		$1.68M Sell
5,702
-2,017
-26% -$612K 0.71% 36
2025
Q4 		$2.49M Sell
7,719
-328
-4% -$102K 1.15% 26
2025
Q3 		$2.54M Sell
8,047
-670
-8% -$199K 1.23% 26
2025
Q2 		$2.53M Sell
8,717
-260
-3% -$66.3K 1.38% 23
2025
Q1 		$2.2M Sell
8,977
-228
-2% -$58.1K 1.2% 26
2024
Q4 		$2.21M Hold
9,205
– – 1.3% 25
2024
Q3 		$1.94M Sell
9,205
-100
-1% -$21.1K 1.15% 23
2024
Q2 		$1.88M Buy
9,305
+2,047
+28% +$400K 1.08% 24
2024
Q1 		$1.45M Hold
7,258
– – 0.83% 33
2023
Q4 		$1.23M Sell
7,258
-30
-0.4% -$4.55K 0.75% 33
2023
Q3 		$1.06M Sell
7,288
-441
-6% -$66.1K 0.69% 34
2023
Q2 		$1.12M Sell
7,729
-615
-7% -$84.6K 0.72% 34
2023
Q1 		$1.09M Sell
8,344
-1,035
-11% -$142K 0.77% 34
2022
Q4 		$1.26M Sell
9,379
-165
-2% -$20.9K 0.88% 33
2022
Q3 		$997K Hold
9,544
– – 0.81% 37
2022
Q2 		$1.07M Buy
9,544
+97
+1% +$12K 0.81% 37
2022
Q1 		$1.29M Buy
9,447
+91
+1% +$13.4K 0.85% 31
2021
Q4 		$1.48M Hold
9,356
– – 1.02% 27
2021
Q3 		$1.53M Hold
9,356
– – 1.1% 23
2021
Q2 		$1.46M Buy
9,356
+24
+0.3% +$3.77K 1% 24
2021
Q1 		$1.42M Buy
+9,332
New +$1.34M 1.11% 22

Other funds holding JPM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

One Plus One Wealth Management's JPM Position: Q2 2026 in Review

One Plus One Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $24.5K and leaving 5,623 shares worth $1.84M. The position accounts for 0.79% of the portfolio, ranked #32.

One Plus One Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.54M in Q3 2025. 2,610 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • One Plus One Wealth Management held 5,623 shares of JPMorgan Chase worth $1.84M as of Q2 2026.
  • One Plus One Wealth Management sold 79 JPMorgan Chase shares in Q2 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.79% of One Plus One Wealth Management's portfolio in Q2 2026, its #32 holding.
  • One Plus One Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • One Plus One Wealth Management's JPMorgan Chase position peaked at $2.54M in Q3 2025.
  • 2,610 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.