Robinson Smith Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Robinson Smith 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	$549K	Sell	1,678 -600	-26%	-$186K	0.33%	49
2026 Q1	$670K	Hold	2,278	–	–	0.45%	38
2025 Q4	$734K	Sell	2,278 -720	-24%	-$223K	0.5%	36
2025 Q3	$946K	Hold	2,998	–	–	0.68%	29
2025 Q2	$869K	Sell	2,998 -230	-7%	-$58.7K	0.69%	29
2025 Q1	$792K	Buy	3,228 +360	+13%	+$91.8K	0.66%	34
2024 Q4	$687K	Sell	2,868 -148	-5%	-$34.5K	0.58%	37
2024 Q3	$636K	Sell	3,016 -1,166	-28%	-$246K	0.54%	41
2024 Q2	$846K	Buy	4,182 +1,006	+32%	+$197K	0.74%	33
2024 Q1	$636K	Sell	3,176 -881	-22%	-$159K	0.61%	43
2023 Q4	$690K	Buy	+4,057	New	+$615K	0.68%	39

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robinson Smith Wealth Advisors's JPM Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $186K and leaving 1,678 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #49.

Robinson Smith Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $946K in Q3 2025. 3,451 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Robinson Smith Wealth Advisors held 1,678 shares of JPMorgan Chase worth $549K as of Q2 2026.
Robinson Smith Wealth Advisors sold 600 JPMorgan Chase shares in Q2 2026, an estimated $186K.
JPMorgan Chase made up 0.33% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Robinson Smith Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's JPMorgan Chase position peaked at $946K in Q3 2025.
3,451 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.