QWM
JPM icon

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
2025
Q2 		– Sell
-1,400
Closed -$343K – 1304
2025
Q1 		$343K Buy
+1,400
New +$357K 0.12% 43

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

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. 2,035 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.
  • 2,035 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.