Quadrant Private Wealth Management’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 | $5.63M | Sell |
17,213
-29
| -0.2% | -$9.01K | 1.26% | 18 |
|
|
2026
Q1 | $5.07M | Buy |
17,242
+1,884
| +12% | +$572K | 0.78% | 32 |
|
|
2025
Q4 | $4.95M | Buy |
15,358
+695
| +5% | +$215K | 0.81% | 30 |
|
|
2025
Q3 | $4.63M | Buy |
14,663
+353
| +2% | +$105K | 0.84% | 32 |
|
|
2025
Q2 | $4.15M | Buy |
14,310
+800
| +6% | +$204K | 0.86% | 28 |
|
|
2025
Q1 | $3.31M | Sell |
13,510
-2,808
| -17% | -$716K | 0.83% | 35 |
|
|
2024
Q4 | $3.91M | Sell |
16,318
-113
| -0.7% | -$26.3K | 0.96% | 24 |
|
|
2024
Q3 | $3.46M | Sell |
16,431
-1,045
| -6% | -$220K | 0.86% | 29 |
|
|
2024
Q2 | $3.53M | Buy |
17,476
+88
| +0.5% | +$17.2K | 0.81% | 31 |
|
|
2024
Q1 | $3.48M | Sell |
17,388
-7,921
| -31% | -$1.43M | 0.88% | 30 |
|
|
2023
Q4 | $4.31M | Buy |
25,309
+2,561
| +11% | +$388K | 1.19% | 16 |
|
|
2023
Q3 | $3.3M | Sell |
22,748
-798
| -3% | -$120K | 1.11% | 21 |
|
|
2023
Q2 | $3.42M | Buy |
23,546
+79
| +0.3% | +$10.9K | 0.99% | 23 |
|
|
2023
Q1 | $3.06M | Buy |
23,467
+63
| +0.3% | +$8.63K | 0.95% | 26 |
|
|
2022
Q4 | $3.14M | Buy |
+23,404
| New | +$2.97M | 1.05% | 24 |
|
|
2022
Q2 | $2.51M | Buy |
22,318
+3,341
| +18% | +$414K | 1.03% | 27 |
|
|
2022
Q1 | $2.59M | Sell |
18,977
-1,230
| -6% | -$182K | 0.96% | 29 |
|
|
2021
Q4 | $3.2M | Buy |
20,207
+305
| +2% | +$50.1K | 1.19% | 20 |
|
|
2021
Q3 | $3.26M | Buy |
19,902
+257
| +1% | +$40.3K | 1.35% | 18 |
|
|
2021
Q2 | $3.06M | Buy |
19,645
+884
| +5% | +$139K | 1.24% | 21 |
|
|
2021
Q1 | $2.86M | Sell |
18,761
-3,159
| -14% | -$454K | 1.24% | 21 |
|
|
2020
Q4 | $2.79M | Buy |
21,920
+1,578
| +8% | +$176K | 1.24% | 20 |
|
|
2020
Q3 | $1.96M | Buy |
20,342
+4,207
| +26% | +$413K | 0.99% | 29 |
|
|
2020
Q2 | $1.52M | Buy |
16,135
+5,597
| +53% | +$531K | 0.88% | 29 |
|
|
2020
Q1 | $949K | Buy |
10,538
+3,970
| +60% | +$482K | 0.79% | 28 |
|
|
2019
Q4 | $916K | Sell |
6,568
-31
| -0.5% | -$3.98K | 0.82% | 28 |
|
|
2019
Q3 | $777K | Sell |
6,599
-244
| -4% | -$27.6K | 0.71% | 32 |
|
|
2019
Q2 | $765K | Buy |
6,843
+81
| +1% | +$8.93K | 0.7% | 32 |
|
|
2019
Q1 | $685K | Sell |
6,762
-176
| -3% | -$18.1K | 0.63% | 35 |
|
|
2018
Q4 | $677K | Sell |
6,938
-249
| -3% | -$26.5K | 0.72% | 33 |
|
|
2018
Q3 | $811K | Buy |
7,187
+175
| +2% | +$19.9K | 0.71% | 31 |
|
|
2018
Q2 | $731K | Sell |
7,012
-179
| -2% | -$19.6K | 0.71% | 32 |
|
|
2018
Q1 | $791K | Buy |
7,191
+2,135
| +42% | +$242K | 1.03% | 25 |
|
|
2017
Q4 | $541K | Buy |
+5,056
| New | +$512K | 0.56% | 41 |
|
Other funds holding JPM
Quadrant Private Wealth Management's JPM Position: Q2 2026 in Review
Quadrant Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, selling an estimated $9.01K and leaving 17,213 shares worth $5.63M. The position accounts for 1.26% of the portfolio, ranked #18.
Quadrant Private Wealth Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Quadrant Private Wealth Management held 17,213 shares of JPMorgan Chase worth $5.63M as of Q2 2026.
- Quadrant Private Wealth Management sold 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
- JPMorgan Chase made up 1.26% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #18 holding.
- Quadrant Private Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.