PWM
JPM icon

Partners Wealth Management’s JPMorgan Chase JPM Stock Holding History

Partners 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 		$1.06M Hold
3,248
– – 1.04% 23
2026
Q1 		$955K Sell
3,248
-1
-0% -$303 0.98% 28
2025
Q4 		$1.05M Sell
3,249
-33
-1% -$10.2K 1.09% 23
2025
Q3 		$1.04M Sell
3,282
-631
-16% -$188K 1.02% 23
2025
Q2 		$954K Hold
3,913
– – 1.09% 28
2025
Q1 		$960K Sell
3,913
-136
-3% -$34.7K 1.09% 29
2024
Q4 		$971K Buy
+4,049
New +$943K 1.1% 26

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
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
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

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

Partners Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,248 shares worth $1.06M. The position accounts for 1.04% of the portfolio, ranked #23.

Partners Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Partners Wealth Management held 3,248 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
  • Partners Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.04% of Partners Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Partners Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.