Silverlake Wealth Management’s JPMorgan Chase JPM Stock Holding History

Silverlake 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	$1.58M	Buy	4,825 +136	+3%	+$42.2K	0.3%	101
2026 Q1	$1.38M	Sell	4,689 -26	-0.6%	-$7.89K	0.29%	106
2025 Q4	$1.52M	Buy	4,715 +187	+4%	+$57.9K	0.34%	95
2025 Q3	$1.43M	Buy	4,528 +251	+6%	+$74.7K	0.35%	92
2025 Q2	$1.24M	Buy	4,277 +1,682	+65%	+$429K	0.36%	86
2025 Q1	$637K	Buy	2,595 +41	+2%	+$10.5K	0.24%	109
2024 Q4	$612K	Sell	2,554 -647	-20%	-$151K	0.23%	110
2024 Q3	$675K	Sell	3,201 -337	-10%	-$71K	0.26%	102
2024 Q2	$716K	Sell	3,538 -165	-4%	-$32.3K	0.29%	90
2024 Q1	$742K	Buy	3,703 +167	+5%	+$30.1K	0.38%	68
2023 Q4	$601K	Sell	3,536 -308	-8%	-$46.7K	0.33%	77
2023 Q3	$557K	Buy	3,844 +32	+0.8%	+$4.8K	0.31%	81
2023 Q2	$554K	Sell	3,812 -74	-2%	-$10.2K	0.31%	77
2023 Q1	$506K	Sell	3,886 -179	-4%	-$24.5K	0.31%	77
2022 Q4	$545K	Sell	4,065 -33	-0.8%	-$4.18K	0.34%	69
2022 Q3	$428K	Sell	4,098 -20	-0.5%	-$2.29K	0.29%	88
2022 Q2	$464K	Buy	4,118 +73	+2%	+$9.04K	0.3%	82
2022 Q1	$551K	Buy	4,045 +157	+4%	+$23.2K	0.31%	77
2021 Q4	$616K	Buy	+3,888	New	+$638K	0.33%	76

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Silverlake Wealth Management increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $42.2K and bringing the position to 4,825 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #101.

Silverlake Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Silverlake Wealth Management held 4,825 shares of JPMorgan Chase worth $1.58M as of Q2 2026.
Silverlake Wealth Management bought 136 JPMorgan Chase shares in Q2 2026, an estimated $42.2K.
JPMorgan Chase made up 0.3% of Silverlake Wealth Management's portfolio in Q2 2026, its #101 holding.
Silverlake Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.