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Provenance Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Provenance Wealth Advisors’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 		$478K Buy
1,459
+771
+112% +$239K 0.05% 81
2026
Q1 		$202K Buy
688
+20
+3% +$6.07K 0.02% 119
2025
Q4 		$215K Sell
668
-1,276
-66% -$395K 0.02% 105
2025
Q3 		$613K Hold
1,944
– – 0.08% 58
2025
Q2 		$564K Sell
1,944
-1,600
-45% -$408K 0.08% 60
2025
Q1 		$869K Sell
3,544
-4,775
-57% -$1.22M 0.13% 43
2024
Q4 		$1.99M Buy
8,319
+6,346
+322% +$1.48M 0.26% 28
2024
Q3 		$416K Buy
1,973
+94
+5% +$19.8K 0.05% 106
2024
Q2 		$380K Sell
1,879
-20
-1% -$3.91K 0.05% 97
2024
Q1 		$380K Buy
1,899
+307
+19% +$55.4K 0.05% 101
2023
Q4 		$271K Buy
1,592
+138
+9% +$20.9K 0.04% 114
2023
Q3 		$211K Buy
+1,454
New +$218K 0.03% 111

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Provenance Wealth Advisors's JPM Position: Q2 2026 in Review

Provenance Wealth Advisors increased its JPMorgan Chase (JPM) stake by 112% in Q2 2026, buying an estimated $239K and bringing the position to 1,459 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #81.

Provenance Wealth Advisors first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q4 2024. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Provenance Wealth Advisors held 1,459 shares of JPMorgan Chase worth $478K as of Q2 2026.
  • Provenance Wealth Advisors bought 771 JPMorgan Chase shares in Q2 2026, an estimated $239K.
  • JPMorgan Chase made up 0.05% of Provenance Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Provenance Wealth Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's JPMorgan Chase position peaked at $1.99M in Q4 2024.
  • 3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.