Solidarity Wealth’s JPMorgan Chase JPM Stock Holding History

Solidarity Wealth’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	$2.33M	Sell	7,104 -4,951	-41%	-$1.54M	0.4%	34
2026 Q1	$3.55M	Buy	12,055 +4,787	+66%	+$1.45M	0.68%	29
2025 Q4	$2.34M	Buy	7,268 +9	+0.1%	+$2.79K	0.48%	34
2025 Q3	$2.29M	Buy	7,259 +425	+6%	+$126K	0.49%	38
2025 Q2	$1.98M	Sell	6,834 -98	-1%	-$25K	0.46%	36
2025 Q1	$1.7M	Buy	6,932 +104	+2%	+$26.5K	0.42%	40
2024 Q4	$1.64M	Sell	6,828 -9	-0.1%	-$2.1K	0.43%	39
2024 Q3	$1.44M	Sell	6,837 -5,194	-43%	-$1.09M	0.39%	41
2024 Q2	$2.43M	Buy	12,031 +5,200	+76%	+$1.02M	0.74%	35
2024 Q1	$1.37M	Sell	6,831 -1	-0%	-$180	0.43%	43
2023 Q4	$1.16M	Sell	6,832 -598	-8%	-$90.6K	0.42%	43
2023 Q3	$1.08M	Sell	7,430 -1,159	-13%	-$174K	0.39%	46
2023 Q2	$1.25M	Hold	8,589	–	–	0.51%	40
2023 Q1	$1.12M	Buy	+8,589	New	+$1.18M	0.51%	45
2022 Q3	$1.43M	Sell	10,879 -716	-6%	-$82.2K	0.83%	38
2022 Q2	$1.34M	Sell	11,595 -1,156	-9%	-$143K	0.72%	36
2022 Q1	$1.67M	Buy	+12,751	New	+$1.88M	0.94%	25

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Solidarity Wealth's JPM Position: Q2 2026 in Review

Solidarity Wealth reduced its JPMorgan Chase (JPM) stake by 41% in Q2 2026, selling an estimated $1.54M and leaving 7,104 shares worth $2.33M. The position accounts for 0.4% of the portfolio, ranked #34.

Solidarity Wealth first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.55M in Q1 2026. 2,581 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Solidarity Wealth held 7,104 shares of JPMorgan Chase worth $2.33M as of Q2 2026.
Solidarity Wealth sold 4,951 JPMorgan Chase shares in Q2 2026, an estimated $1.54M.
JPMorgan Chase made up 0.4% of Solidarity Wealth's portfolio in Q2 2026, its #34 holding.
Solidarity Wealth first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
Solidarity Wealth's JPMorgan Chase position peaked at $3.55M in Q1 2026.
2,581 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Solidarity Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.