Principle Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $117M | Buy |
357,917
+149
| +0% | +$46.3K | 5.78% | 3 |
|
|
2026
Q1 | $105M | Sell |
357,768
-338
| -0.1% | -$103K | 6.01% | 3 |
|
|
2025
Q4 | $115M | Buy |
358,106
+2,722
| +0.8% | +$843K | 6.49% | 2 |
|
|
2025
Q3 | $112M | Sell |
355,384
-232
| -0.1% | -$69K | 6.51% | 2 |
|
|
2025
Q2 | $103M | Buy |
355,616
+3,708
| +1% | +$946K | 6.44% | 2 |
|
|
2025
Q1 | $86.3M | Sell |
351,908
-268
| -0.1% | -$68.3K | 6.17% | 1 |
|
|
2024
Q4 | $84.4M | Sell |
352,176
-544
| -0.2% | -$127K | 5.92% | 2 |
|
|
2024
Q3 | $74.4M | Sell |
352,720
-1,146
| -0.3% | -$241K | 5.27% | 2 |
|
|
2024
Q2 | $71.6M | Sell |
353,866
-342
| -0.1% | -$66.9K | 5.45% | 2 |
|
|
2024
Q1 | $70.9M | Buy |
354,208
+1,266
| +0.4% | +$228K | 5.54% | 1 |
|
|
2023
Q4 | $60M | Sell |
352,942
-439
| -0.1% | -$66.5K | 5.17% | 2 |
|
|
2023
Q3 | $51.2M | Buy |
353,381
+843
| +0.2% | +$126K | 5.15% | 2 |
|
|
2023
Q2 | $51.3M | Sell |
352,538
-1,369
| -0.4% | -$188K | 5.15% | 2 |
|
|
2023
Q1 | $46.1M | Sell |
353,907
-141
| -0% | -$19.3K | 4.93% | 2 |
|
|
2022
Q4 | $47.5M | Buy |
354,048
+2,981
| +0.8% | +$378K | 5.38% | 3 |
|
|
2022
Q3 | $36.7M | Buy |
351,067
+9,501
| +3% | +$1.09M | 3.46% | 6 |
|
|
2022
Q2 | $38.5M | Buy |
341,566
+3,295
| +1% | +$408K | 4.63% | 4 |
|
|
2022
Q1 | $46.1M | Buy |
338,271
+3,582
| +1% | +$529K | 4.85% | 4 |
|
|
2021
Q4 | $53M | Buy |
334,689
+91
| +0% | +$14.9K | 5.56% | 3 |
|
|
2021
Q3 | $54.8M | Buy |
334,598
+463
| +0.1% | +$72.6K | 6.32% | 1 |
|
|
2021
Q2 | $52M | Sell |
334,135
-533
| -0.2% | -$83.7K | 5.9% | 1 |
|
|
2021
Q1 | $50.9M | Buy |
334,668
+1,607
| +0.5% | +$231K | 5.96% | 1 |
|
|
2020
Q4 | $42.3M | Buy |
333,061
+295,120
| +778% | +$33M | 5.58% | 4 |
|
|
2020
Q3 | $3.65M | Buy |
37,941
+825
| +2% | +$81K | 1.02% | 17 |
|
|
2020
Q2 | $3.49M | Sell |
37,116
-55
| -0.1% | -$5.22K | 1.03% | 18 |
|
|
2020
Q1 | $3.35M | Buy |
37,171
+4,027
| +12% | +$489K | 1.26% | 16 |
|
|
2019
Q4 | $4.62M | Sell |
33,144
-360
| -1% | -$46.2K | 1.48% | 16 |
|
|
2019
Q3 | $3.94M | Buy |
33,504
+7,566
| +29% | +$856K | 1.36% | 17 |
|
|
2019
Q2 | $2.9M | Buy |
25,938
+1,746
| +7% | +$193K | 1.49% | 16 |
|
|
2019
Q1 | $2.45M | Buy |
24,192
+1,128
| +5% | +$116K | 1.4% | 18 |
|
|
2018
Q4 | $2.25M | Buy |
+23,064
| New | +$2.46M | 1.89% | 18 |
|
Other funds holding JPM
Principle Wealth Partners's JPM Position: Q2 2026 in Review
Principle Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, buying an estimated $46.3K and bringing the position to 357,917 shares worth $117M. The position accounts for 5.78% of the portfolio, ranked #3.
Principle Wealth Partners first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Principle Wealth Partners held 357,917 shares of JPMorgan Chase worth $117M as of Q2 2026.
- Principle Wealth Partners bought 149 JPMorgan Chase shares in Q2 2026, an estimated $46.3K.
- JPMorgan Chase made up 5.78% of Principle Wealth Partners's portfolio in Q2 2026, its #3 holding.
- Principle Wealth Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.