RWA Wealth Partners’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 | $132M | Buy |
401,962
+11,045
| +3% | +$3.43M | 1.26% | 14 |
|
|
2026
Q1 | $115M | Buy |
390,917
+8,026
| +2% | +$2.44M | 1.26% | 12 |
|
|
2025
Q4 | $123M | Sell |
382,891
-7,570
| -2% | -$2.34M | 1.35% | 12 |
|
|
2025
Q3 | $123M | Sell |
390,461
-40,823
| -9% | -$12.1M | 1.4% | 11 |
|
|
2025
Q2 | $125M | Buy |
431,284
+3,659
| +0.9% | +$934K | 1.56% | 11 |
|
|
2025
Q1 | $105M | Sell |
427,625
-9,472
| -2% | -$2.41M | 1.32% | 13 |
|
|
2024
Q4 | $105M | Buy |
437,097
+3,501
| +0.8% | +$815K | 1.29% | 13 |
|
|
2024
Q3 | $91.4M | Buy |
433,596
+26,378
| +6% | +$5.56M | 1.14% | 13 |
|
|
2024
Q2 | $82.4M | Sell |
407,218
-5,209
| -1% | -$1.02M | 1.09% | 13 |
|
|
2024
Q1 | $82.6M | Sell |
412,427
-13,352
| -3% | -$2.41M | 1.11% | 13 |
|
|
2023
Q4 | $72.4M | Buy |
425,779
+250,105
| +142% | +$37.9M | 1.03% | 13 |
|
|
2023
Q3 | $25.5M | Buy |
175,674
+3,520
| +2% | +$528K | 0.56% | 17 |
|
|
2023
Q2 | $25M | Buy |
172,154
+42,827
| +33% | +$5.89M | 0.55% | 17 |
|
|
2023
Q1 | $16.9M | Buy |
129,327
+2,811
| +2% | +$385K | 0.4% | 23 |
|
|
2022
Q4 | $17.7M | Sell |
126,516
-15,227
| -11% | -$1.93M | 0.44% | 23 |
|
|
2022
Q3 | $14.8M | Buy |
141,743
+4,202
| +3% | +$482K | 1.04% | 17 |
|
|
2022
Q2 | $15.5M | Buy |
137,541
+45,593
| +50% | +$5.65M | 1.05% | 16 |
|
|
2022
Q1 | $12.5M | Buy |
91,948
+2,052
| +2% | +$303K | 0.81% | 27 |
|
|
2021
Q4 | $14.2M | Buy |
89,896
+2,204
| +3% | +$362K | 0.96% | 23 |
|
|
2021
Q3 | $14.4M | Buy |
87,692
+1,838
| +2% | +$288K | 1.07% | 22 |
|
|
2021
Q2 | $13.4M | Buy |
85,854
+1,559
| +2% | +$245K | 1% | 23 |
|
|
2021
Q1 | $12.8M | Buy |
84,295
+10,401
| +14% | +$1.5M | 1.04% | 22 |
|
|
2020
Q4 | $9.39M | Buy |
73,894
+6,649
| +10% | +$743K | 0.83% | 25 |
|
|
2020
Q3 | $6.47M | Sell |
67,245
-2,131
| -3% | -$209K | 0.68% | 36 |
|
|
2020
Q2 | $6.53M | Sell |
69,376
-5,640
| -8% | -$535K | 0.8% | 33 |
|
|
2020
Q1 | $6.75M | Sell |
75,016
-518
| -0.7% | -$62.9K | 0.96% | 24 |
|
|
2019
Q4 | $10.5M | Sell |
75,534
-12,232
| -14% | -$1.57M | 1.04% | 24 |
|
|
2019
Q3 | $10.3M | Sell |
87,766
-12,209
| -12% | -$1.38M | 1.09% | 25 |
|
|
2019
Q2 | $11.2M | Sell |
99,975
-794
| -0.8% | -$87.5K | 1.2% | 24 |
|
|
2019
Q1 | $10.2M | Buy |
100,769
+822
| +0.8% | +$84.7K | 1.17% | 24 |
|
|
2018
Q4 | $9.76M | Buy |
99,947
+2,733
| +3% | +$291K | 1.28% | 22 |
|
|
2018
Q3 | $11M | Buy |
97,214
+781
| +0.8% | +$88.7K | 1.23% | 19 |
|
|
2018
Q2 | $10M | Buy |
96,433
+17,830
| +23% | +$1.96M | 1.12% | 19 |
|
|
2018
Q1 | $8.64M | Sell |
78,603
-28,553
| -27% | -$3.23M | 1.11% | 17 |
|
|
2017
Q4 | $11.5M | Buy |
107,156
+11,734
| +12% | +$1.19M | 1.29% | 13 |
|
|
2017
Q3 | $9.11M | Buy |
95,422
+8,219
| +9% | +$758K | 1.03% | 17 |
|
|
2017
Q2 | $7.97M | Buy |
87,203
+11,516
| +15% | +$994K | 0.98% | 25 |
|
|
2017
Q1 | $6.65M | Buy |
+75,687
| New | +$6.68M | 0.87% | 26 |
|
Other funds holding JPM
RWA Wealth Partners's JPM Position: Q2 2026 in Review
RWA Wealth Partners increased its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, buying an estimated $3.43M and bringing the position to 401,962 shares worth $132M. The position accounts for 1.26% of the portfolio, ranked #14.
RWA Wealth Partners first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- RWA Wealth Partners held 401,962 shares of JPMorgan Chase worth $132M as of Q2 2026.
- RWA Wealth Partners bought 11,045 JPMorgan Chase shares in Q2 2026, an estimated $3.43M.
- JPMorgan Chase made up 1.26% of RWA Wealth Partners's portfolio in Q2 2026, its #14 holding.
- RWA Wealth Partners first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.