PFW Advisors’s JPMorgan Chase JPM Stock Holding History

PFW Advisors’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	$1.53M	Sell	4,664 -50	-1%	-$15.5K	0.45%	45
2026 Q1	$1.39M	Hold	4,714	–	–	0.44%	48
2025 Q4	$1.52M	Sell	4,714 -174	-4%	-$53.9K	0.46%	46
2025 Q3	$1.54M	Hold	4,888	–	–	0.46%	48
2025 Q2	$1.42M	Sell	4,888 -141	-3%	-$36K	0.44%	50
2025 Q1	$1.23M	Sell	5,029 -2	-0%	-$510	0.39%	55
2024 Q4	$1.21M	Buy	+5,031	New	+$1.17M	0.37%	54
2024 Q2	$1.02M	Sell	5,030 -202	-4%	-$39.5K	0.32%	58
2024 Q1	$1.05M	Buy	5,232 +55	+1%	+$9.92K	0.32%	59
2023 Q4	$881K	Buy	5,177 +840	+19%	+$127K	0.28%	69
2023 Q3	$629K	Hold	4,337	–	–	0.22%	73
2023 Q2	$670K	Buy	+4,337	New	+$597K	0.22%	71
2019 Q3	$1.06M	Buy	+5,030	New	+$569K	0.32%	61

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

PFW Advisors's JPM Position: Q2 2026 in Review

PFW Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $15.5K and leaving 4,664 shares worth $1.53M. The position accounts for 0.45% of the portfolio, ranked #45.

PFW Advisors first reported a position in JPM in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.54M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PFW Advisors held 4,664 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
PFW Advisors sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
JPMorgan Chase made up 0.45% of PFW Advisors's portfolio in Q2 2026, its #45 holding.
PFW Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's JPMorgan Chase position peaked at $1.54M in Q3 2025.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.