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Sax Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sax 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 		$7.42M Buy
25,214
+2,979
+13% +$925K 0.3% 65
2026
Q1 		$7.16M Sell
22,235
-1,751
-7% -$531K 0.35% 54
2025
Q4 		$7.73M Buy
23,986
+2,772
+13% +$858K 0.36% 51
2025
Q3 		$6.69M Buy
21,214
+485
+2% +$144K 0.36% 46
2025
Q2 		$6.01M Buy
20,729
+1,434
+7% +$366K 0.36% 46
2025
Q1 		$4.73M Buy
19,295
+3,046
+19% +$777K 0.34% 49
2024
Q4 		$3.89M Buy
16,249
+2,788
+21% +$649K 0.3% 48
2024
Q3 		$2.84M Buy
13,461
+2,369
+21% +$499K 0.25% 51
2024
Q2 		$2.24M Buy
11,092
+4,974
+81% +$972K 0.21% 58
2024
Q1 		$1.23M Buy
6,118
+1,732
+39% +$313K 0.14% 63
2023
Q4 		$746K Sell
4,386
-182
-4% -$27.6K 0.12% 87
2023
Q3 		$662K Buy
4,568
+298
+7% +$44.7K 0.13% 92
2023
Q2 		$621K Hold
4,270
– – 0.12% 92
2023
Q1 		$556K Sell
4,270
-130
-3% -$17.8K 0.12% 100
2022
Q4 		$590K Sell
4,400
-19
-0.4% -$2.41K 0.14% 88
2022
Q3 		$462K Sell
4,419
-22
-0.5% -$2.52K 0.12% 103
2022
Q2 		$500K Sell
4,441
-44
-1% -$5.45K 0.13% 103
2022
Q1 		$611K Sell
4,485
-598
-12% -$88.3K 0.15% 92
2021
Q4 		$805K Buy
5,083
+144
+3% +$23.6K 0.17% 76
2021
Q3 		$808K Sell
4,939
-36
-0.7% -$5.64K 0.19% 72
2021
Q2 		$774K Buy
4,975
+60
+1% +$9.42K 0.27% 66
2021
Q1 		$748K Buy
4,915
+106
+2% +$15.3K 0.27% 66
2020
Q4 		$611K Buy
+4,809
New +$538K 0.28% 66

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sax Wealth Advisors's JPM Position: Q2 2026 in Review

Sax Wealth Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $925K and bringing the position to 25,214 shares worth $7.42M. The position accounts for 0.3% of the portfolio, ranked #65.

Sax Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.73M in Q4 2025. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sax Wealth Advisors held 25,214 shares of JPMorgan Chase worth $7.42M as of Q2 2026.
  • Sax Wealth Advisors bought 2,979 JPMorgan Chase shares in Q2 2026, an estimated $925K.
  • JPMorgan Chase made up 0.3% of Sax Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Sax Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's JPMorgan Chase position peaked at $7.73M in Q4 2025.
  • 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.