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Onyx Bridge Wealth Group’s JPMorgan Chase JPM Stock Holding History

Onyx Bridge Wealth Group’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 		$4.8M Buy
14,671
+51
+0.3% +$15.8K 0.43% 57
2026
Q1 		$4.3M Sell
14,620
-202
-1% -$61.3K 0.46% 56
2025
Q4 		$4.78M Buy
14,822
+256
+2% +$79.3K 0.51% 51
2025
Q3 		$4.59M Buy
14,566
+661
+5% +$197K 0.5% 49
2025
Q2 		$4.03M Sell
13,905
-113
-0.8% -$28.8K 0.53% 45
2025
Q1 		$3.44M Buy
14,018
+289
+2% +$73.7K 0.49% 48
2024
Q4 		$3.29M Sell
13,729
-34
-0.2% -$7.92K 0.47% 45
2024
Q3 		$2.9M Buy
13,763
+237
+2% +$49.9K 0.44% 47
2024
Q2 		$2.74M Sell
13,526
-419
-3% -$81.9K 0.45% 47
2024
Q1 		$2.7M Buy
13,945
+3,205
+30% +$578K 0.48% 44
2023
Q4 		$1.83M Sell
10,740
-198
-2% -$30K 0.37% 46
2023
Q3 		$1.59M Buy
10,938
+728
+7% +$109K 0.37% 50
2023
Q2 		$1.49M Buy
10,210
+472
+5% +$64.9K 0.36% 57
2023
Q1 		$1.27M Buy
9,738
+176
+2% +$24.1K 0.51% 38
2022
Q4 		$1.32M Buy
9,562
+310
+3% +$39.3K 0.54% 28
2022
Q3 		$959K Sell
9,252
-303
-3% -$34.8K 0.44% 34
2022
Q2 		$1.1M Sell
9,555
-3,138
-25% -$389K 0.49% 28
2022
Q1 		$1.54M Buy
12,693
+2,616
+26% +$386K 0.58% 20
2021
Q4 		$1.63M Buy
10,077
+533
+6% +$87.5K 0.55% 17
2021
Q3 		$1.59M Buy
9,544
+2,496
+35% +$391K 0.6% 18
2021
Q2 		$1.07M Buy
7,048
+1,776
+34% +$279K 0.46% 22
2021
Q1 		$803K Buy
5,272
+456
+9% +$65.6K 0.4% 28
2020
Q4 		$612K Buy
+4,816
New +$538K 0.4% 33

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Onyx Bridge Wealth Group's JPM Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, buying an estimated $15.8K and bringing the position to 14,671 shares worth $4.8M. The position accounts for 0.43% of the portfolio, ranked #57.

Onyx Bridge Wealth Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Onyx Bridge Wealth Group held 14,671 shares of JPMorgan Chase worth $4.8M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 51 JPMorgan Chase shares in Q2 2026, an estimated $15.8K.
  • JPMorgan Chase made up 0.43% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #57 holding.
  • Onyx Bridge Wealth Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.