Scissortail Wealth Management’s JPMorgan Chase JPM Stock Holding History

Scissortail Wealth Management’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	$7.16M	Sell	21,868 -1,576	-7%	-$489K	1.38%	25
2026 Q1	$6.9M	Sell	23,444 -4,424	-16%	-$1.34M	1.39%	25
2025 Q4	$8.98M	Sell	27,868 -93	-0.3%	-$28.8K	2.05%	15
2025 Q3	$8.82M	Sell	27,961 -89	-0.3%	-$26.5K	1.92%	17
2025 Q2	$8.13M	Buy	28,050 +472	+2%	+$120K	1.95%	18
2025 Q1	$6.76M	Sell	27,578 -669	-2%	-$171K	1.74%	19
2024 Q4	$6.77M	Buy	28,247 +27,850	+7,015%	+$6.49M	1.73%	18
2024 Q3	$6.28M	Sell	397 -29,065	-99%	-$6.12M	1.52%	21
2024 Q2	$5.96M	Buy	29,462 +144	+0.5%	+$28.2K	1.52%	23
2024 Q1	$5.87M	Sell	29,318 -34,137	-54%	-$6.16M	1.55%	23
2023 Q4	$11M	Buy	63,455 +35,027	+123%	+$5.31M	3.47%	4
2023 Q3	$4.06M	Buy	28,428 +429	+2%	+$64.3K	3.2%	9
2023 Q2	$4.32M	Buy	27,999 +656	+2%	+$90.2K	3.54%	9
2023 Q1	$3.56M	Sell	27,343 -34,347	-56%	-$4.71M	3.21%	10
2022 Q4	$8.7M	Buy	61,690 +35,772	+138%	+$4.53M	5.04%	3
2022 Q3	$3.29M	Buy	25,918 +3,241	+14%	+$372K	1.71%	16
2022 Q2	$3.59M	Sell	22,677 -2,126	-9%	-$263K	1.38%	22
2022 Q1	$3.02M	Buy	24,803 +2,126	+9%	+$314K	1.48%	22
2021 Q4	$3.59M	Buy	+22,677	New	+$3.72M	1.38%	22

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Scissortail Wealth Management's JPM Position: Q2 2026 in Review

Scissortail Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, selling an estimated $489K and leaving 21,868 shares worth $7.16M. The position accounts for 1.38% of the portfolio, ranked #25.

Scissortail Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q4 2023. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Scissortail Wealth Management held 21,868 shares of JPMorgan Chase worth $7.16M as of Q2 2026.
Scissortail Wealth Management sold 1,576 JPMorgan Chase shares in Q2 2026, an estimated $489K.
JPMorgan Chase made up 1.38% of Scissortail Wealth Management's portfolio in Q2 2026, its #25 holding.
Scissortail Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Scissortail Wealth Management's JPMorgan Chase position peaked at $11M in Q4 2023.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.