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QTR Family Wealth’s JPMorgan Chase JPM Stock Holding History

QTR Family Wealth’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 		$2.7M Buy
8,244
+978
+13% +$304K 0.94% 19
2026
Q1 		$2.26M Sell
7,266
-171
-2% -$51.9K 0.94% 24
2025
Q4 		$2.37M Buy
7,437
+127
+2% +$39.3K 1.04% 22
2025
Q3 		$2.31M Buy
7,310
+1,076
+17% +$320K 1.09% 21
2025
Q2 		$1.81M Buy
6,234
+970
+18% +$248K 1.12% 23
2025
Q1 		$1.29M Buy
+5,264
New +$1.34M 0.97% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QTR Family Wealth's JPM Position: Q2 2026 in Review

QTR Family Wealth increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $304K and bringing the position to 8,244 shares worth $2.7M. The position accounts for 0.94% of the portfolio, ranked #19.

QTR Family Wealth first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • QTR Family Wealth held 8,244 shares of JPMorgan Chase worth $2.7M as of Q2 2026.
  • QTR Family Wealth bought 978 JPMorgan Chase shares in Q2 2026, an estimated $304K.
  • JPMorgan Chase made up 0.94% of QTR Family Wealth's portfolio in Q2 2026, its #19 holding.
  • QTR Family Wealth first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.