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

One Wealth Capital 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	$478K	Buy	1,461 +760	+108%	+$236K	0.13%	113
2026 Q1	$218K	Sell	701 -3	-0.4%	-$910	0.1%	113
2025 Q4	$227K	Sell	704 -44	-6%	-$13.6K	0.1%	119
2025 Q3	$236K	Sell	748 -51	-6%	-$15.2K	0.11%	106
2025 Q2	$232K	Buy	+799	New	+$204K	0.11%	96
2025 Q1	–	Sell	-875	Closed	-$210K	–	111
2024 Q4	$210K	Buy	+875	New	+$204K	0.11%	107

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

One Wealth Capital Management increased its JPMorgan Chase (JPM) stake by 108% in Q2 2026, buying an estimated $236K and bringing the position to 1,461 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #113.

One Wealth Capital Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

One Wealth Capital Management held 1,461 shares of JPMorgan Chase worth $478K as of Q2 2026.
One Wealth Capital Management bought 760 JPMorgan Chase shares in Q2 2026, an estimated $236K.
JPMorgan Chase made up 0.13% of One Wealth Capital Management's portfolio in Q2 2026, its #113 holding.
One Wealth Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.