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Signature Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History

Signature Wealth Management 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 		$4.44M Buy
13,562
+28
+0.2% +$8.7K 2.07% 12
2026
Q1 		$3.98M Sell
13,534
-10
-0.1% -$3.04K 2% 11
2025
Q4 		$4.36M Buy
13,544
+17
+0.1% +$5.26K 2.16% 11
2025
Q3 		$4.27M Buy
13,527
+130
+1% +$38.7K 2.23% 11
2025
Q2 		$3.88M Buy
13,397
+817
+6% +$208K 2.22% 11
2025
Q1 		$3.09M Sell
12,580
-270
-2% -$68.8K 2.02% 11
2024
Q4 		$3.08M Buy
12,850
+80
+0.6% +$18.6K 2.12% 11
2024
Q3 		$2.69M Sell
12,770
-983
-7% -$207K 1.95% 11
2024
Q2 		$2.78M Sell
13,753
-61
-0.4% -$11.9K 2.11% 11
2024
Q1 		$2.77M Sell
13,814
-6,442
-32% -$1.16M 2.25% 10
2023
Q4 		$3.45M Sell
20,256
-3
-0% -$455 3.02% 8
2023
Q3 		$2.94M Buy
20,259
+536
+3% +$80.3K 2.87% 9
2023
Q2 		$2.87M Buy
19,723
+464
+2% +$63.8K 2.66% 10
2023
Q1 		$2.51M Sell
19,259
-2,136
-10% -$293K 2.33% 9
2022
Q4 		$2.87M Buy
21,395
+30
+0.1% +$3.8K 2.83% 7
2022
Q3 		$2.23M Buy
21,365
+12
+0.1% +$1.38K 2.46% 10
2022
Q2 		$2.4M Buy
21,353
+707
+3% +$87.6K 2.46% 9
2022
Q1 		$2.81M Buy
20,646
+1,138
+6% +$168K 2.4% 9
2021
Q4 		$3.09M Buy
19,508
+2
+0% +$328 2.62% 9
2021
Q3 		$3.19M Buy
19,506
+203
+1% +$31.8K 2.89% 7
2021
Q2 		$3M Sell
19,303
-2,459
-11% -$386K 2.73% 7
2021
Q1 		$3.31M Buy
21,762
+6,165
+40% +$887K 3.18% 7
2020
Q4 		$1.98M Buy
+15,597
New +$1.74M 1.98% 13

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Signature Wealth Management Partners's JPM Position: Q2 2026 in Review

Signature Wealth Management Partners increased its JPMorgan Chase (JPM) stake by 0.21% in Q2 2026, buying an estimated $8.7K and bringing the position to 13,562 shares worth $4.44M. The position accounts for 2.07% of the portfolio, ranked #12.

Signature Wealth Management Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Signature Wealth Management Partners held 13,562 shares of JPMorgan Chase worth $4.44M as of Q2 2026.
  • Signature Wealth Management Partners bought 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 2.07% of Signature Wealth Management Partners's portfolio in Q2 2026, its #12 holding.
  • Signature Wealth Management Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.