SWIA
JPM icon

Solano Wealth Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Solano Wealth Investment 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 		$532K Sell
1,625
-1
-0.1% -$311 0.24% 27
2026
Q1 		$478K Hold
1,626
– – 0.24% 26
2025
Q4 		$524K Buy
1,626
+1
+0.1% +$310 0.26% 26
2025
Q3 		$513K Sell
1,625
-1
-0.1% -$297 0.25% 25
2025
Q2 		$471K Buy
1,626
+1
+0.1% +$255 0.24% 25
2025
Q1 		$399K Sell
1,625
-1
-0.1% -$255 0.25% 26
2024
Q4 		$390K Buy
+1,626
New +$379K 0.23% 27

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Solano Wealth Investment Advisors's JPM Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, selling an estimated $311 and leaving 1,625 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #27.

Solano Wealth Investment Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Solano Wealth Investment Advisors held 1,625 shares of JPMorgan Chase worth $532K as of Q2 2026.
  • Solano Wealth Investment Advisors sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.24% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Solano Wealth Investment Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.