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Portside Wealth Group’s JPMorgan Chase JPM Stock Holding History

Portside Wealth Group’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 		$6.04M Buy
18,442
+557
+3% +$173K 0.7% 24
2026
Q1 		$5.26M Buy
17,885
+227
+1% +$68.9K 0.71% 27
2025
Q4 		$5.69M Buy
17,658
+760
+4% +$235K 0.77% 25
2025
Q3 		$5.33M Sell
16,898
-243
-1% -$72.3K 0.73% 27
2025
Q2 		$4.97M Buy
17,141
+474
+3% +$121K 0.74% 29
2025
Q1 		$4.09M Sell
16,667
-265
-2% -$67.6K 0.67% 37
2024
Q4 		$4.06M Buy
16,932
+1,290
+8% +$300K 0.67% 37
2024
Q3 		$3.3M Sell
15,642
-1,539
-9% -$324K 0.56% 46
2024
Q2 		$3.47M Sell
17,181
-2,279
-12% -$446K 0.66% 36
2024
Q1 		$3.9M Sell
19,460
-614
-3% -$111K 0.72% 31
2023
Q4 		$3.41M Sell
20,074
-932
-4% -$141K 0.64% 39
2023
Q3 		$3.05M Sell
21,006
-1,326
-6% -$199K 0.57% 47
2023
Q2 		$3.25M Buy
+22,332
New +$3.07M 0.6% 45

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Portside Wealth Group's JPM Position: Q2 2026 in Review

Portside Wealth Group increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $173K and bringing the position to 18,442 shares worth $6.04M. The position accounts for 0.7% of the portfolio, ranked #24.

Portside Wealth Group first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Portside Wealth Group held 18,442 shares of JPMorgan Chase worth $6.04M as of Q2 2026.
  • Portside Wealth Group bought 557 JPMorgan Chase shares in Q2 2026, an estimated $173K.
  • JPMorgan Chase made up 0.7% of Portside Wealth Group's portfolio in Q2 2026, its #24 holding.
  • Portside Wealth Group first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.