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Precedent Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Precedent Wealth Partners’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 		$4.88M Buy
14,921
+1,988
+15% +$617K 0.81% 30
2026
Q1 		$3.8M Buy
12,933
+199
+2% +$60.4K 0.76% 34
2025
Q4 		$4.1M Buy
12,734
+170
+1% +$52.6K 0.86% 29
2025
Q3 		$3.96M Buy
12,564
+717
+6% +$213K 0.87% 28
2025
Q2 		$3.43M Buy
11,847
+950
+9% +$242K 0.84% 28
2025
Q1 		$2.67M Buy
10,897
+1,354
+14% +$345K 0.74% 40
2024
Q4 		$2.29M Buy
9,543
+301
+3% +$70.1K 0.75% 36
2024
Q3 		$1.95M Buy
9,242
+518
+6% +$109K 0.64% 37
2024
Q2 		$1.76M Buy
8,724
+337
+4% +$65.9K 0.71% 34
2024
Q1 		$1.68M Buy
8,387
+508
+6% +$91.7K 0.72% 33
2023
Q4 		$1.34M Buy
+7,879
New +$1.19M 0.68% 32

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Precedent Wealth Partners's JPM Position: Q2 2026 in Review

Precedent Wealth Partners increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $617K and bringing the position to 14,921 shares worth $4.88M. The position accounts for 0.81% of the portfolio, ranked #30.

Precedent Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Precedent Wealth Partners held 14,921 shares of JPMorgan Chase worth $4.88M as of Q2 2026.
  • Precedent Wealth Partners bought 1,988 JPMorgan Chase shares in Q2 2026, an estimated $617K.
  • JPMorgan Chase made up 0.81% of Precedent Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Precedent Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.