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Processus Wealth & Capital Management’s JPMorgan Chase JPM Stock Holding History

Processus Wealth & Capital 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 		$6.23M Buy
19,030
+2
+0% +$621 3.69% 10
2026
Q1 		$5.6M Buy
19,028
+162
+0.9% +$49.2K 3.8% 9
2025
Q4 		$6.08M Buy
18,866
+77
+0.4% +$23.8K 4.01% 8
2025
Q3 		$5.93M Buy
18,789
+121
+0.6% +$36K 4.25% 6
2025
Q2 		$5.41M Buy
18,668
+274
+1% +$69.9K 4.28% 7
2025
Q1 		$4.51M Sell
18,394
-21
-0.1% -$5.35K 3.84% 7
2024
Q4 		$4.41M Sell
18,415
-598
-3% -$139K 3.52% 8
2024
Q3 		$4.01M Sell
19,013
-166
-0.9% -$35K 3.3% 9
2024
Q2 		$3.88M Buy
19,179
+112
+0.6% +$21.9K 3.22% 11
2024
Q1 		$3.82M Buy
19,067
+502
+3% +$90.6K 3.39% 9
2023
Q4 		$3.16M Buy
+18,565
New +$2.81M 3.16% 11

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

Processus Wealth & Capital Management's JPM Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $621 and bringing the position to 19,030 shares worth $6.23M. The position accounts for 3.69% of the portfolio, ranked #10.

Processus Wealth & Capital Management 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.

  • Processus Wealth & Capital Management held 19,030 shares of JPMorgan Chase worth $6.23M as of Q2 2026.
  • Processus Wealth & Capital Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 3.69% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #10 holding.
  • Processus Wealth & Capital Management 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 Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.