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Prentice Wealth Management’s JPMorgan Chase JPM Stock Holding History

Prentice Wealth Management’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 		$3.04M Buy
9,298
+112
+1% +$34.8K 0.63% 28
2026
Q1 		$2.7M Sell
9,186
-82
-0.9% -$24.9K 0.61% 29
2025
Q4 		$2.99M Buy
9,268
+272
+3% +$84.2K 0.68% 25
2025
Q3 		$2.84M Sell
8,996
-318
-3% -$94.6K 0.7% 25
2025
Q2 		$2.7M Sell
9,314
-350
-4% -$89.3K 0.71% 25
2025
Q1 		$2.37M Sell
9,664
-365
-4% -$93.1K 0.68% 24
2024
Q4 		$2.4M Sell
10,029
-67
-0.7% -$15.6K 0.7% 23
2024
Q3 		$2.13M Sell
10,096
-431
-4% -$90.8K 0.63% 24
2024
Q2 		$2.13M Sell
10,527
-122
-1% -$23.9K 0.69% 24
2024
Q1 		$2.13M Buy
10,649
+377
+4% +$68K 0.74% 21
2023
Q4 		$1.75M Buy
10,272
+377
+4% +$57.1K 0.68% 20
2023
Q3 		$1.43M Sell
9,895
-311
-3% -$46.6K 0.65% 21
2023
Q2 		$1.48M Buy
10,206
+182
+2% +$25K 0.67% 19
2023
Q1 		$1.31M Sell
10,024
-94
-0.9% -$12.9K 0.62% 19
2022
Q4 		$1.36M Buy
10,118
+101
+1% +$12.8K 0.68% 18
2022
Q3 		$1.05M Buy
10,017
+293
+3% +$33.6K 0.57% 21
2022
Q2 		$1.09M Buy
9,724
+748
+8% +$92.7K 1.12% 13
2022
Q1 		$1.22M Buy
8,976
+355
+4% +$52.4K 0.58% 20
2021
Q4 		$1.36M Sell
8,621
-70
-0.8% -$11.5K 0.64% 17
2021
Q3 		$1.42M Buy
8,691
+78
+0.9% +$12.2K 0.69% 16
2021
Q2 		$1.34M Buy
8,613
+474
+6% +$74.4K 0.69% 15
2021
Q1 		$1.24M Buy
+8,139
New +$1.17M 0.69% 16

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Prentice Wealth Management's JPM Position: Q2 2026 in Review

Prentice Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $34.8K and bringing the position to 9,298 shares worth $3.04M. The position accounts for 0.63% of the portfolio, ranked #28.

Prentice Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prentice Wealth Management held 9,298 shares of JPMorgan Chase worth $3.04M as of Q2 2026.
  • Prentice Wealth Management bought 112 JPMorgan Chase shares in Q2 2026, an estimated $34.8K.
  • JPMorgan Chase made up 0.63% of Prentice Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Prentice Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.