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Orca Wealth Management’s JPMorgan Chase JPM Stock Holding History

Orca 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 		$4.47M Sell
13,655
-199
-1% -$61.8K 2.68% 10
2026
Q1 		$4.08M Sell
13,854
-178
-1% -$54K 2.9% 11
2025
Q4 		$4.42M Sell
14,032
-31
-0.2% -$9.6K 3.16% 9
2025
Q3 		$4.44M Sell
14,063
-84
-0.6% -$25K 3.36% 9
2025
Q2 		$4.1M Sell
14,147
-240
-2% -$61.2K 3.45% 9
2025
Q1 		$3.53M Buy
14,387
+38
+0.3% +$9.69K 3.16% 10
2024
Q4 		$3.44M Buy
+14,349
New +$3.34M 3.1% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Orca Wealth Management's JPM Position: Q2 2026 in Review

Orca Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $61.8K and leaving 13,655 shares worth $4.47M. The position accounts for 2.68% of the portfolio, ranked #10.

Orca Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Orca Wealth Management held 13,655 shares of JPMorgan Chase worth $4.47M as of Q2 2026.
  • Orca Wealth Management sold 199 JPMorgan Chase shares in Q2 2026, an estimated $61.8K.
  • JPMorgan Chase made up 2.68% of Orca Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Orca Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.