Quaker Wealth Management’s JPMorgan Chase JPM Stock Holding History

Quaker Wealth 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	$512K	Sell	1,564 -35	-2%	-$10.9K	0.15%	37
2026 Q1	$470K	Buy	1,599 +508	+47%	+$154K	0.15%	38
2025 Q4	$352K	Buy	1,091 +35	+3%	+$10.8K	0.11%	45
2025 Q3	$333K	Sell	1,056 -143	-12%	-$42.5K	0.11%	48
2025 Q2	$348K	Buy	+1,199	New	+$306K	0.12%	45
2024 Q3	$249K	Buy	+1,183	New	+$249K	0.09%	52
2022 Q2	–	Sell	-1,510	Closed	-$206K	–	48
2022 Q1	$206K	Buy	+1,510	New	+$223K	0.09%	48
2021 Q4	–	Sell	-1,405	Closed	-$230K	–	55
2021 Q3	$230K	Buy	+1,405	New	+$220K	0.26%	23

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Quaker Wealth Management's JPM Position: Q2 2026 in Review

Quaker Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $10.9K and leaving 1,564 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #37.

Quaker Wealth Management first reported a position in JPM in Q3 2021 and has held it in 8 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quaker Wealth Management held 1,564 shares of JPMorgan Chase worth $512K as of Q2 2026.
Quaker Wealth Management sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
JPMorgan Chase made up 0.15% of Quaker Wealth Management's portfolio in Q2 2026, its #37 holding.
Quaker Wealth Management first reported a position in JPMorgan Chase in Q3 2021 and has held it in 8 quarters since.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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