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Penobscot Wealth Management’s JPMorgan Chase JPM Stock Holding History

Penobscot 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 		$367K Sell
1,122
-256
-19% -$79.5K 0.1% 83
2026
Q1 		$405K Buy
1,378
+13
+1% +$3.94K 0.12% 74
2025
Q4 		$440K Buy
1,365
+3
+0.2% +$929 0.14% 65
2025
Q3 		$430K Sell
1,362
-70
-5% -$20.8K 0.14% 68
2025
Q2 		$415K Sell
1,432
-6
-0.4% -$1.53K 0.15% 64
2025
Q1 		$353K Buy
1,438
+16
+1% +$4.08K 0.15% 65
2024
Q4 		$341K Buy
1,422
+44
+3% +$10.2K 0.16% 58
2024
Q3 		$291K Buy
1,378
+373
+37% +$78.6K 0.16% 63
2024
Q2 		$206K Sell
1,005
-67
-6% -$13.1K 0.12% 70
2024
Q1 		$215K Buy
+1,072
New +$193K 0.14% 70

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Penobscot Wealth Management reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $79.5K and leaving 1,122 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #83.

Penobscot Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $440K in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Penobscot Wealth Management held 1,122 shares of JPMorgan Chase worth $367K as of Q2 2026.
  • Penobscot Wealth Management sold 256 JPMorgan Chase shares in Q2 2026, an estimated $79.5K.
  • JPMorgan Chase made up 0.1% of Penobscot Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Penobscot Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • Penobscot Wealth Management's JPMorgan Chase position peaked at $440K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.