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Regent Peak Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Regent Peak 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 		$2.56M Buy
7,828
+245
+3% +$76.1K 0.47% 30
2026
Q1 		$2.23M Buy
7,583
+232
+3% +$70.4K 0.45% 30
2025
Q4 		$2.37M Sell
7,351
-29
-0.4% -$8.98K 0.47% 29
2025
Q3 		$2.33M Buy
+7,380
New +$2.19M 0.47% 27
2025
Q1 		$1.6M Buy
6,543
+26
+0.4% +$6.63K 0.38% 36
2024
Q4 		$1.56M Buy
6,517
+148
+2% +$34.5K 0.35% 37
2024
Q3 		$1.34M Buy
6,369
+79
+1% +$16.6K 0.31% 57
2024
Q2 		$1.27M Buy
6,290
+22
+0.4% +$4.3K 0.29% 60
2024
Q1 		$1.26M Sell
6,268
-92
-1% -$16.6K 0.32% 55
2023
Q4 		$1.08M Buy
6,360
+86
+1% +$13K 0.29% 57
2023
Q3 		$910K Buy
6,274
+265
+4% +$39.7K 0.28% 59
2023
Q2 		$874K Buy
6,009
+30
+0.5% +$4.13K 0.25% 58
2023
Q1 		$779K Sell
5,979
-656
-10% -$89.9K 0.24% 63
2022
Q4 		$890K Buy
6,635
+525
+9% +$66.5K 0.29% 60
2022
Q3 		$638K Buy
6,110
+218
+4% +$25K 0.22% 73
2022
Q2 		$663K Buy
5,892
+144
+3% +$17.8K 0.22% 66
2022
Q1 		$784K Sell
5,748
-602
-9% -$88.9K 0.22% 59
2021
Q4 		$1.01M Buy
6,350
+140
+2% +$23K 0.27% 57
2021
Q3 		$1.02M Buy
6,210
+55
+0.9% +$8.62K 0.29% 58
2021
Q2 		$934K Buy
6,155
+496
+9% +$77.9K 0.26% 60
2021
Q1 		$861K Sell
5,659
-10,128
-64% -$1.46M 0.28% 63
2020
Q4 		$2.01M Buy
15,787
+11,472
+266% +$1.28M 0.67% 28
2020
Q3 		$415K Sell
4,315
-391
-8% -$38.4K 0.18% 81
2020
Q2 		$443K Sell
4,706
-296
-6% -$28.1K 0.2% 71
2020
Q1 		$450K Sell
5,002
-1,243
-20% -$151K 0.25% 65
2019
Q4 		$870K Buy
+6,245
New +$801K 0.4% 52

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

Regent Peak Wealth Advisors's JPM Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $76.1K and bringing the position to 7,828 shares worth $2.56M. The position accounts for 0.47% of the portfolio, ranked #30.

Regent Peak Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,828 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
  • JPMorgan Chase made up 0.47% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Regent Peak Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.