Sarver Vrooman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sarver Vrooman 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	$154K	Sell	460 -5	-1%	-$1.55K	0.09%	27
2026 Q1	$137K	Sell	465 -11	-2%	-$3.34K	0.08%	25
2025 Q4	$153K	Sell	476 -104	-18%	-$32.2K	0.1%	23
2025 Q3	$183K	Hold	580	–	–	0.12%	21
2025 Q2	$168K	Sell	580 -97	-14%	-$24.8K	0.11%	19
2025 Q1	$166K	Buy	+677	New	+$173K	0.11%	15

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's JPM Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $1.55K and leaving 460 shares worth $154K. The position accounts for 0.09% of the portfolio, ranked #27.

Sarver Vrooman Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $183K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sarver Vrooman Wealth Advisors held 460 shares of JPMorgan Chase worth $154K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
JPMorgan Chase made up 0.09% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Sarver Vrooman Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's JPMorgan Chase position peaked at $183K in Q3 2025.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.