SWP
JPM icon

ShoreHaven Wealth Partners’s JPMorgan Chase JPM Stock Holding History

ShoreHaven Wealth Partners’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 		$516K Buy
1,577
+5
+0.3% +$1.55K 0.16% 71
2026
Q1 		$462K Buy
1,572
+5
+0.3% +$1.52K 0.17% 73
2025
Q4 		$505K Buy
1,567
+44
+3% +$13.6K 0.18% 70
2025
Q3 		$481K Buy
1,523
+98
+7% +$29.1K 0.18% 69
2025
Q2 		$413K Buy
1,425
+256
+22% +$65.3K 0.17% 69
2025
Q1 		$287K Buy
1,169
+73
+7% +$18.6K 0.14% 77
2024
Q4 		$263K Buy
1,096
+5
+0.5% +$1.17K 0.12% 82
2024
Q3 		$230K Buy
1,091
+18
+2% +$3.79K 0.11% 79
2024
Q2 		$217K Buy
+1,073
New +$210K 0.11% 76
2023
Q4 		– Sell
-1,474
Closed -$214K – 80
2023
Q3 		$214K Sell
1,474
-67
-4% -$10K 0.15% 68
2023
Q2 		$224K Sell
1,541
-90
-6% -$12.4K 0.15% 64
2023
Q1 		$213K Buy
1,631
+9
+0.6% +$1.23K 0.15% 65
2022
Q4 		$217K Buy
+1,622
New +$206K 0.15% 70
2022
Q3 		– Sell
-1,911
Closed -$215K – 77
2022
Q2 		$215K Buy
1,911
+262
+16% +$32.5K 0.15% 66
2022
Q1 		$224K Buy
1,649
+69
+4% +$10.2K 0.12% 57
2021
Q4 		$250K Sell
1,580
-134
-8% -$22K 0.12% 40
2021
Q3 		$280K Sell
1,714
-33
-2% -$5.17K 0.15% 37
2021
Q2 		$271K Sell
1,747
-1,123
-39% -$176K 0.15% 42
2021
Q1 		$437K Buy
2,870
+1,074
+60% +$155K 0.24% 40
2020
Q4 		$228K Buy
+1,796
New +$201K 0.13% 46

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 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ShoreHaven Wealth Partners's JPM Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,577 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #71.

ShoreHaven Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ShoreHaven Wealth Partners held 1,577 shares of JPMorgan Chase worth $516K as of Q2 2026.
  • ShoreHaven Wealth Partners bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.16% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • ShoreHaven Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.