ShankerValleau Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

ShankerValleau 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	$272K	Hold	831	–	–	0.07%	35
2026 Q1	$244K	Hold	831	–	–	0.07%	36
2025 Q4	$268K	Hold	831	–	–	0.07%	33
2025 Q3	$262K	Hold	831	–	–	0.07%	36
2025 Q2	$241K	Hold	831	–	–	0.07%	34
2025 Q1	$204K	Buy	+831	New	+$212K	0.07%	37

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

ShankerValleau Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 831 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #35.

ShankerValleau Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ShankerValleau Wealth Advisors held 831 shares of JPMorgan Chase worth $272K as of Q2 2026.
ShankerValleau Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.07% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #35 holding.
ShankerValleau Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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