SWM
JPM icon

Segment Wealth Management’s JPMorgan Chase JPM Stock Holding History

Segment 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 		$18.8M Buy
57,319
+819
+1% +$254K 0.97% 30
2026
Q1 		$16.6M Buy
56,500
+36,766
+186% +$11.2M 0.98% 34
2025
Q4 		$6.36M Buy
19,734
+405
+2% +$125K 0.37% 67
2025
Q3 		$6.1M Buy
19,329
+6
+0% +$1.78K 0.37% 68
2025
Q2 		$5.6M Buy
19,323
+213
+1% +$54.4K 0.36% 69
2025
Q1 		$4.69M Buy
19,110
+3,576
+23% +$912K 0.32% 73
2024
Q4 		$3.72M Buy
15,534
+173
+1% +$40.3K 0.25% 76
2024
Q3 		$3.24M Hold
15,361
– – 0.22% 78
2024
Q2 		$3.11M Sell
15,361
-97
-0.6% -$19K 0.23% 81
2024
Q1 		$3.1M Buy
15,458
+298
+2% +$53.8K 0.24% 83
2023
Q4 		$2.58M Buy
15,160
+1,624
+12% +$246K 0.23% 80
2023
Q3 		$1.96M Buy
13,536
+252
+2% +$37.8K 0.2% 85
2023
Q2 		$1.93M Sell
13,284
-1,775
-12% -$244K 0.2% 87
2023
Q1 		$1.96M Sell
15,059
-68,249
-82% -$9.35M 0.22% 80
2022
Q4 		$11.2M Buy
83,308
+492
+0.6% +$62.3K 1.29% 26
2022
Q3 		$8.65M Buy
82,816
+7,093
+9% +$814K 1.08% 40
2022
Q2 		$8.53M Buy
75,723
+3,623
+5% +$449K 1.08% 41
2022
Q1 		$9.83M Buy
72,100
+5,453
+8% +$805K 1.01% 36
2021
Q4 		$10.6M Buy
66,647
+2,920
+5% +$480K 1.11% 24
2021
Q3 		$10.4M Buy
63,727
+95
+0.1% +$14.9K 1.24% 19
2021
Q2 		$9.9M Buy
63,632
+1,713
+3% +$269K 1.17% 22
2021
Q1 		$9.43M Buy
61,919
+939
+2% +$135K 1.25% 17
2020
Q4 		$7.75M Sell
60,980
-1,693
-3% -$189K 1.12% 29
2020
Q3 		$6.03M Buy
62,673
+2,764
+5% +$271K 0.98% 40
2020
Q2 		$5.63M Buy
59,909
+826
+1% +$78.4K 1.04% 35
2020
Q1 		$5.32M Buy
59,083
+421
+0.7% +$51.1K 1.19% 25
2019
Q4 		$8.18M Buy
58,662
+3,887
+7% +$499K 1.38% 12
2019
Q3 		$6.45M Buy
54,775
+930
+2% +$105K 1.26% 20
2019
Q2 		$6.02M Buy
53,845
+1,085
+2% +$120K 1.22% 21
2019
Q1 		$5.34M Buy
52,760
+1,950
+4% +$201K 1.13% 25
2018
Q4 		$4.96M Sell
50,810
-197
-0.4% -$21K 1.25% 19
2018
Q3 		$5.76M Buy
51,007
+957
+2% +$109K 1.25% 14
2018
Q2 		$5.21M Buy
50,050
+228
+0.5% +$25K 1.23% 14
2018
Q1 		$5.48M Sell
49,822
-238
-0.5% -$26.9K 1.36% 10
2017
Q4 		$5.35M Buy
50,060
+681
+1% +$69K 1.29% 14
2017
Q3 		$4.72M Buy
49,379
+939
+2% +$86.6K 1.25% 16
2017
Q2 		$4.43M Buy
48,440
+6,683
+16% +$577K 1.22% 17
2017
Q1 		$3.67M Buy
41,757
+30,132
+259% +$2.66M 1.2% 20
2016
Q4 		$1M Buy
11,625
+603
+5% +$46K 0.37% 77
2016
Q3 		$734K Hold
11,022
– – 0.29% 85
2016
Q2 		$686K Buy
11,022
+151
+1% +$9.43K 0.28% 77
2016
Q1 		$643K Hold
10,871
– – 0.24% 81
2015
Q4 		$718K Hold
10,871
– – 0.27% 77
2015
Q3 		$663K Sell
10,871
-6
-0.1% -$393 0.25% 82
2015
Q2 		$736K Hold
10,877
– – 0.26% 79
2015
Q1 		$659K Buy
10,877
+5,920
+119% +$351K 0.22% 88
2014
Q4 		$310K Sell
4,957
-260
-5% -$15.6K 0.12% 112
2014
Q3 		$314K Sell
5,217
-325
-6% -$19K 0.12% 130
2014
Q2 		$319K Buy
5,542
+330
+6% +$18.6K 0.12% 128
2014
Q1 		$316K Buy
5,212
+325
+7% +$18.8K 0.15% 120
2013
Q4 		$286K Buy
4,887
+25
+0.5% +$1.37K 0.14% 121
2013
Q3 		$251K Sell
4,862
-311
-6% -$16.7K 0.14% 126
2013
Q2 		$273K Buy
+5,173
New +$263K 0.16% 113

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Segment Wealth Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $254K and bringing the position to 57,319 shares worth $18.8M. The position accounts for 0.97% of the portfolio, ranked #30.

Segment Wealth Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,242 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Segment Wealth Management held 57,319 shares of JPMorgan Chase worth $18.8M as of Q2 2026.
  • Segment Wealth Management bought 819 JPMorgan Chase shares in Q2 2026, an estimated $254K.
  • JPMorgan Chase made up 0.97% of Segment Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Segment Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.