Silvia McColl Wealth Management’s JPMorgan Chase JPM Stock Holding History

Silvia McColl 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	$1.81M	Sell	5,533 -34	-0.6%	-$10.6K	1.09%	25
2026 Q1	$1.64M	Sell	5,567 -30	-0.5%	-$9.11K	1.08%	25
2025 Q4	$1.8M	Hold	5,597	–	–	1.2%	22
2025 Q3	$1.77M	Sell	5,597 -11	-0.2%	-$3.27K	1.2%	25
2025 Q2	$1.63M	Sell	5,608 -80	-1%	-$20.4K	1.18%	22
2025 Q1	$1.4M	Buy	5,688 +28	+0.5%	+$7.14K	1.06%	22
2024 Q4	$1.36M	Sell	5,660 -168	-3%	-$39.1K	1.02%	26
2024 Q3	$1.23M	Sell	5,828 -150	-3%	-$31.6K	0.92%	27
2024 Q2	$1.21M	Hold	5,978	–	–	1%	23
2024 Q1	$1.17M	Buy	5,978 +58	+1%	+$10.5K	1%	23
2023 Q4	$1.01M	Sell	5,920 -140	-2%	-$21.2K	0.91%	28
2023 Q3	$879K	Sell	6,060 -558	-8%	-$83.6K	0.88%	28
2023 Q2	$963K	Hold	6,618	–	–	0.89%	28
2023 Q1	$862K	Buy	6,618 +210	+3%	+$28.8K	0.85%	31
2022 Q4	$859K	Buy	+6,408	New	+$812K	0.84%	31

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Silvia McColl Wealth Management's JPM Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, selling an estimated $10.6K and leaving 5,533 shares worth $1.81M. The position accounts for 1.09% of the portfolio, ranked #25.

Silvia McColl Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Silvia McColl Wealth Management held 5,533 shares of JPMorgan Chase worth $1.81M as of Q2 2026.
Silvia McColl Wealth Management sold 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
JPMorgan Chase made up 1.09% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #25 holding.
Silvia McColl Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
1,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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