SWA
JPM icon

SOA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

SOA Wealth Advisors’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 		$7.29M Sell
32,007
-11,299
-26% -$3.51M 1.23% 18
2026
Q1 		$6.54M Sell
43,306
-171
-0.4% -$51.9K 1.23% 20
2025
Q4 		$7.22M Sell
43,477
-231
-0.5% -$71.5K 1.22% 19
2025
Q3 		$7.14M Buy
43,708
+2
+0% +$595 1.22% 19
2025
Q2 		$6.56M Sell
43,706
-725
-2% -$185K 1.23% 19
2025
Q1 		$5.25M Buy
44,431
+23,094
+108% +$5.89M 1.1% 20
2024
Q4 		$5.11M Buy
21,337
+255
+1% +$59.4K 0.94% 24
2024
Q3 		$4.45M Buy
21,082
+311
+1% +$65.5K 0.85% 27
2024
Q2 		$4.2M Sell
20,771
-409
-2% -$80K 0.85% 27
2024
Q1 		$4.24M Sell
21,180
-235
-1% -$42.4K 0.88% 26
2023
Q4 		$3.64M Buy
21,415
+209
+1% +$31.7K 0.81% 29
2023
Q3 		$3.08M Sell
21,206
-625
-3% -$93.7K 0.76% 29
2023
Q2 		$3.18M Buy
21,831
+7
+0% +$963 0.74% 30
2023
Q1 		$2.84M Sell
21,824
-31
-0.1% -$4.25K 0.7% 33
2022
Q4 		$2.93M Sell
21,855
-18
-0.1% -$2.28K 0.79% 31
2022
Q3 		$2.29M Buy
21,873
+81
+0.4% +$9.29K 0.69% 36
2022
Q2 		$2.45M Sell
21,792
-1,072
-5% -$133K 0.72% 36
2022
Q1 		$3.12M Sell
22,864
-210
-0.9% -$31K 0.76% 37
2021
Q4 		$3.66M Sell
23,074
-123
-0.5% -$20.2K 0.89% 32
2021
Q3 		$3.8M Buy
23,197
+39
+0.2% +$6.11K 0.97% 28
2021
Q2 		$3.6M Sell
23,158
-383
-2% -$60.2K 0.93% 31
2021
Q1 		$3.58M Sell
23,541
-698
-3% -$100K 1% 30
2020
Q4 		$3.38M Buy
+24,239
New +$2.71M 0.92% 31

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

SOA Wealth Advisors's JPM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $3.51M and leaving 32,007 shares worth $7.29M. The position accounts for 1.23% of the portfolio, ranked #18.

SOA Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SOA Wealth Advisors held 32,007 shares of JPMorgan Chase worth $7.29M as of Q2 2026.
  • SOA Wealth Advisors sold 11,299 JPMorgan Chase shares in Q2 2026, an estimated $3.51M.
  • JPMorgan Chase made up 1.23% of SOA Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • SOA Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.