Petros Family Wealth’s JPMorgan Chase JPM Stock Holding History

Petros Family Wealth’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	$2.48M	Buy	7,566 +110	+1%	+$34.2K	1.51%	18
2026 Q1	$2.19M	Sell	7,456 -641	-8%	-$195K	1.56%	14
2025 Q4	$2.61M	Buy	8,097 +2,401	+42%	+$743K	1.74%	14
2025 Q3	$1.8M	Sell	5,696 -76	-1%	-$22.6K	1.5%	16
2025 Q2	$1.67M	Buy	5,772 +294	+5%	+$75K	1.53%	16
2025 Q1	$1.34M	Buy	5,478 +1	+0%	+$255	1.49%	16
2024 Q4	$1.31M	Buy	+5,477	New	+$1.28M	1.42%	17

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Petros Family Wealth's JPM Position: Q2 2026 in Review

Petros Family Wealth increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $34.2K and bringing the position to 7,566 shares worth $2.48M. The position accounts for 1.51% of the portfolio, ranked #18.

Petros Family Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q4 2025. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Petros Family Wealth held 7,566 shares of JPMorgan Chase worth $2.48M as of Q2 2026.
Petros Family Wealth bought 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
JPMorgan Chase made up 1.51% of Petros Family Wealth's portfolio in Q2 2026, its #18 holding.
Petros Family Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's JPMorgan Chase position peaked at $2.61M in Q4 2025.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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