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Peterson Wealth Services’s JPMorgan Chase JPM Stock Holding History

Peterson Wealth Services’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 		$16.3M Sell
49,713
-184
-0.4% -$57.1K 3.55% 6
2026
Q1 		$14.7M Buy
49,897
+51
+0.1% +$15.5K 3.63% 6
2025
Q4 		$16.1M Buy
49,846
+43,200
+650% +$13.4M 4.11% 5
2025
Q3 		$16M Sell
6,646
-44,491
-87% -$13.2M 3.94% 5
2025
Q2 		$14.8M Buy
51,137
+344
+0.7% +$87.8K 4.06% 4
2025
Q1 		$12.5M Buy
50,793
+1,153
+2% +$294K 3.86% 5
2024
Q4 		$11.9M Buy
49,640
+4,469
+10% +$1.04M 3.57% 8
2024
Q3 		$9.52M Buy
45,171
+1,533
+4% +$323K 3.04% 8
2024
Q2 		$8.83M Buy
43,638
+408
+0.9% +$79.8K 3.08% 7
2024
Q1 		$8.66M Sell
43,230
-1,491
-3% -$269K 3.15% 7
2023
Q4 		$7.61M Sell
44,721
-390
-0.9% -$59.1K 3.26% 8
2023
Q3 		$6.54M Buy
45,111
+1,275
+3% +$191K 4.9% 3
2023
Q2 		$6.37M Buy
43,836
+1,390
+3% +$191K 3.06% 7
2023
Q1 		$5.53M Buy
42,446
+28,521
+205% +$3.91M 2.85% 5
2022
Q4 		$1.87M Sell
13,925
-25,637
-65% -$3.25M 1.07% 33
2022
Q3 		$4.13M Buy
39,562
+3,444
+10% +$395K 2.93% 7
2022
Q2 		$4.07M Buy
36,118
+2,947
+9% +$365K 2.93% 6
2022
Q1 		$4.52M Buy
33,171
+7,211
+28% +$1.06M 2.78% 7
2021
Q4 		$4.11M Buy
+25,960
New +$4.26M 2.73% 6

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

Peterson Wealth Services's JPM Position: Q2 2026 in Review

Peterson Wealth Services reduced its JPMorgan Chase (JPM) stake by 0.37% in Q2 2026, selling an estimated $57.1K and leaving 49,713 shares worth $16.3M. The position accounts for 3.55% of the portfolio, ranked #6.

Peterson Wealth Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peterson Wealth Services held 49,713 shares of JPMorgan Chase worth $16.3M as of Q2 2026.
  • Peterson Wealth Services sold 184 JPMorgan Chase shares in Q2 2026, an estimated $57.1K.
  • JPMorgan Chase made up 3.55% of Peterson Wealth Services's portfolio in Q2 2026, its #6 holding.
  • Peterson Wealth Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.