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Physician Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Physician Wealth 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 		$842K Buy
2,573
+188
+8% +$58.4K 0.1% 91
2026
Q1 		$702K Buy
2,385
+16
+0.7% +$4.86K 0.1% 85
2025
Q4 		$763K Buy
2,369
+73
+3% +$22.6K 0.11% 80
2025
Q3 		$724K Buy
2,296
+411
+22% +$122K 0.1% 82
2025
Q2 		$546K Buy
1,885
+280
+17% +$71.5K 0.09% 93
2025
Q1 		$394K Sell
1,605
-6
-0.4% -$1.53K 0.07% 109
2024
Q4 		$386K Buy
1,611
+70
+5% +$16.3K 0.07% 117
2024
Q3 		$343K Buy
1,541
+215
+16% +$45.3K 0.06% 123
2024
Q2 		$283K Hold
1,326
– – 0.05% 130
2024
Q1 		$240K Buy
+1,326
New +$239K 0.05% 144

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

Physician Wealth Advisors's JPM Position: Q2 2026 in Review

Physician Wealth Advisors increased its JPMorgan Chase (JPM) stake by 7.9% in Q2 2026, buying an estimated $58.4K and bringing the position to 2,573 shares worth $842K. The position accounts for 0.1% of the portfolio, ranked #91.

Physician Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Physician Wealth Advisors held 2,573 shares of JPMorgan Chase worth $842K as of Q2 2026.
  • Physician Wealth Advisors bought 188 JPMorgan Chase shares in Q2 2026, an estimated $58.4K.
  • JPMorgan Chase made up 0.1% of Physician Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Physician Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.