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Selective Wealth Management’s JPMorgan Chase JPM Stock Holding History

Selective 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 		$695K Buy
2,038
+251
+14% +$77.9K 0.18% 58
2026
Q1 		$553K Buy
1,787
+4
+0.2% +$1.21K 0.16% 69
2025
Q4 		$551K Sell
1,783
-211
-11% -$65.3K 0.17% 61
2025
Q3 		$614K Sell
1,994
-274
-12% -$81.5K 0.2% 55
2025
Q2 		$642K Sell
2,268
-98
-4% -$25K 0.23% 47
2025
Q1 		$559K Buy
2,366
+17
+0.7% +$4.33K 0.24% 52
2024
Q4 		$581K Buy
2,349
+2
+0.1% +$466 0.24% 53
2024
Q3 		$495K Sell
2,347
-502
-18% -$106K 0.21% 59
2024
Q2 		$592K Sell
2,849
-32
-1% -$6.26K 0.26% 53
2024
Q1 		$563K Sell
2,881
-98
-3% -$17.7K 0.24% 56
2023
Q4 		$511K Sell
2,979
-454
-13% -$68.8K 0.26% 45
2023
Q3 		$492K Sell
3,433
-402
-10% -$60.3K 0.27% 42
2023
Q2 		$557K Buy
+3,835
New +$527K 0.28% 45
2022
Q4 		$643K Sell
4,763
-2,060
-30% -$261K 0.34% 44
2022
Q3 		$713K Sell
6,823
-5,404
-44% -$620K 0.31% 47
2022
Q2 		$1.38M Sell
12,227
-173
-1% -$21.4K 0.49% 36
2022
Q1 		$1.69M Sell
12,400
-2,472
-17% -$365K 0.61% 27
2021
Q4 		$2.35M Sell
14,872
-611
-4% -$100K 0.96% 21
2021
Q3 		$2.53M Sell
15,483
-7,880
-34% -$1.24M 1.34% 17
2021
Q2 		$3.63M Sell
23,363
-4,531
-16% -$712K 2.9% 6
2021
Q1 		$4.25M Sell
27,894
-3,699
-12% -$532K 3.86% 6
2020
Q4 		$4.01M Buy
31,593
+3,001
+10% +$335K 2.59% 11
2020
Q3 		$2.75M Buy
28,592
+212
+0.7% +$20.8K 2.16% 12
2020
Q2 		$2.67M Buy
28,380
+27,924
+6,124% +$2.65M 2.21% 11
2020
Q1 		$41K Hold
456
– – 0.06% 71
2019
Q4 		$64K Buy
456
+1
+0.2% +$128 0.08% 64
2019
Q3 		$54K Buy
+455
New +$51.5K 0.07% 75

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Selective Wealth Management increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $77.9K and bringing the position to 2,038 shares worth $695K. The position accounts for 0.18% of the portfolio, ranked #58.

Selective Wealth Management first reported a position in JPM in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q1 2021. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Selective Wealth Management held 2,038 shares of JPMorgan Chase worth $695K as of Q2 2026.
  • Selective Wealth Management bought 251 JPMorgan Chase shares in Q2 2026, an estimated $77.9K.
  • JPMorgan Chase made up 0.18% of Selective Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Selective Wealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 27 quarters since.
  • Selective Wealth Management's JPMorgan Chase position peaked at $4.25M in Q1 2021.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.