PPWP
JPM icon

Premier Path Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Premier Path 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 		$9.57M Buy
29,243
+1,365
+5% +$424K 1.1% 16
2026
Q1 		$8.2M Buy
27,878
+1,525
+6% +$463K 1.07% 20
2025
Q4 		$8.49M Buy
26,353
+622
+2% +$193K 1.1% 22
2025
Q3 		$8.12M Buy
25,731
+223
+0.9% +$66.3K 1.04% 24
2025
Q2 		$7.4M Buy
25,508
+1,060
+4% +$271K 1.03% 23
2025
Q1 		$6M Sell
24,448
-121
-0.5% -$30.8K 0.93% 25
2024
Q4 		$5.89M Buy
24,569
+186
+0.8% +$43.3K 0.9% 26
2024
Q3 		$5.14M Buy
24,383
+162
+0.7% +$34.1K 0.81% 31
2024
Q2 		$4.9M Buy
24,221
+953
+4% +$186K 0.83% 24
2024
Q1 		$4.66M Sell
23,268
-819
-3% -$148K 0.88% 25
2023
Q4 		$4.08M Buy
+24,087
New +$3.65M 0.9% 23

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Premier Path Wealth Partners's JPM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, buying an estimated $424K and bringing the position to 29,243 shares worth $9.57M. The position accounts for 1.1% of the portfolio, ranked #16.

Premier Path Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Premier Path Wealth Partners held 29,243 shares of JPMorgan Chase worth $9.57M as of Q2 2026.
  • Premier Path Wealth Partners bought 1,365 JPMorgan Chase shares in Q2 2026, an estimated $424K.
  • JPMorgan Chase made up 1.1% of Premier Path Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Premier Path Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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