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Secure Asset Management’s JPMorgan Chase JPM Stock Holding History

Secure Asset 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 		$1.25M Sell
3,831
-536
-12% -$166K 0.18% 120
2026
Q1 		$1.28M Buy
4,367
+340
+8% +$103K 0.2% 113
2025
Q4 		$1.3M Sell
4,027
-306
-7% -$94.7K 0.2% 113
2025
Q3 		$1.35M Sell
4,333
-981
-18% -$292K 0.22% 109
2025
Q2 		$1.54M Buy
5,314
+1,294
+32% +$330K 0.28% 90
2025
Q1 		$986K Sell
4,020
-11,473
-74% -$2.92M 0.2% 124
2024
Q4 		$3.71M Buy
15,493
+84
+0.5% +$19.6K 0.56% 34
2024
Q3 		$3.25M Sell
15,409
-526
-3% -$111K 0.55% 36
2024
Q2 		$3.22M Sell
15,935
-1,475
-8% -$288K 0.61% 33
2024
Q1 		$3.49M Sell
17,410
-2,181
-11% -$394K 0.82% 23
2023
Q4 		$3.33M Sell
19,591
-1,578
-7% -$239K 0.9% 18
2023
Q3 		$3.07M Buy
21,169
+1,084
+5% +$162K 0.92% 23
2023
Q2 		$2.92M Sell
20,085
-247
-1% -$34K 0.89% 25
2023
Q1 		$2.65M Sell
20,332
-7,524
-27% -$1.03M 0.88% 21
2022
Q4 		$3.74M Sell
27,856
-582
-2% -$73.7K 1.34% 11
2022
Q3 		$2.97M Buy
28,438
+361
+1% +$41.4K 1.66% 9
2022
Q2 		$3.16M Buy
28,077
+1,131
+4% +$140K 1.75% 11
2022
Q1 		$3.67M Sell
26,946
-1,867
-6% -$276K 1.66% 9
2021
Q4 		$4.56M Buy
28,813
+8,770
+44% +$1.44M 1.85% 10
2021
Q3 		$3.28M Buy
20,043
+1,806
+10% +$283K 1.62% 12
2021
Q2 		$2.84M Buy
18,237
+282
+2% +$44.3K 1.44% 12
2021
Q1 		$2.73M Buy
17,955
+233
+1% +$33.5K 1.52% 15
2020
Q4 		$2.25M Buy
17,722
+5,920
+50% +$662K 1.33% 17
2020
Q3 		$1.14M Buy
11,802
+2,570
+28% +$252K 0.78% 30
2020
Q2 		$868K Buy
9,232
+5,692
+161% +$540K 0.61% 35
2020
Q1 		$319K Sell
3,540
-1,792
-34% -$218K 0.34% 72
2019
Q4 		$743K Buy
+5,332
New +$684K 0.52% 49

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 22.94% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Secure Asset Management's JPM Position: Q2 2026 in Review

Secure Asset Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $166K and leaving 3,831 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #120.

Secure Asset Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.56M in Q4 2021. 2,779 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Secure Asset Management held 3,831 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • Secure Asset Management sold 536 JPMorgan Chase shares in Q2 2026, an estimated $166K.
  • JPMorgan Chase made up 0.18% of Secure Asset Management's portfolio in Q2 2026, its #120 holding.
  • Secure Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's JPMorgan Chase position peaked at $4.56M in Q4 2021.
  • 2,779 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.