Smallwood Wealth Investment Management’s JPMorgan Chase JPM Stock Holding History

Smallwood Wealth Investment 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	$664K	Sell	2,029 -14	-0.7%	-$4.35K	0.29%	37
2026 Q1	$601K	Buy	2,043 +35	+2%	+$10.6K	0.32%	36
2025 Q4	$647K	Buy	2,008 +14	+0.7%	+$4.33K	0.34%	36
2025 Q3	$629K	Buy	1,994 +5	+0.3%	+$1.49K	0.32%	43
2025 Q2	$577K	Buy	1,989 +22	+1%	+$5.61K	0.33%	39
2025 Q1	$483K	Hold	1,967	–	–	0.3%	44
2024 Q4	$472K	Hold	1,967	–	–	0.32%	43
2024 Q3	$415K	Hold	1,967	–	–	0.3%	49
2024 Q2	$398K	Hold	1,967	–	–	0.31%	47
2024 Q1	$394K	Buy	1,967 +200	+11%	+$36.1K	0.31%	49
2023 Q4	$301K	Buy	1,767 +150	+9%	+$22.7K	0.25%	54
2023 Q3	$234K	Buy	+1,617	New	+$242K	0.21%	58
2023 Q1	–	Sell	-3,094	Closed	-$415K	–	66
2022 Q4	$415K	Sell	3,094 -358	-10%	-$45.4K	0.35%	49
2022 Q3	$361K	Buy	3,452 +607	+21%	+$69.7K	0.32%	52
2022 Q2	$320K	Buy	+2,845	New	+$352K	0.32%	49

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

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

Smallwood Wealth Investment Management's JPM Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its JPMorgan Chase (JPM) stake by 0.69% in Q2 2026, selling an estimated $4.35K and leaving 2,029 shares worth $664K. The position accounts for 0.29% of the portfolio, ranked #37.

Smallwood Wealth Investment Management first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. 2,354 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Smallwood Wealth Investment Management held 2,029 shares of JPMorgan Chase worth $664K as of Q2 2026.
Smallwood Wealth Investment Management sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.29% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #37 holding.
Smallwood Wealth Investment Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
2,354 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.