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Sound View Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History

Sound View Wealth Advisors Group’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 		$20.8M Sell
63,442
-1,199
-2% -$372K 1.29% 18
2026
Q1 		$19M Sell
64,641
-608
-0.9% -$185K 1.29% 16
2025
Q4 		$21M Buy
65,249
+1,118
+2% +$346K 1.41% 16
2025
Q3 		$20.2M Buy
64,131
+672
+1% +$200K 1.39% 15
2025
Q2 		$18.4M Buy
63,459
+1,115
+2% +$285K 1.36% 16
2025
Q1 		$15.3M Sell
62,344
-296
-0.5% -$75.5K 1.25% 19
2024
Q4 		$15M Sell
62,640
-1,111
-2% -$259K 1.21% 21
2024
Q3 		$13.4M Buy
63,751
+7,624
+14% +$1.61M 1.1% 25
2024
Q2 		$11.4M Sell
56,127
-276
-0.5% -$54K 1.17% 22
2024
Q1 		$11.3M Sell
56,403
-6,548
-10% -$1.18M 1.2% 21
2023
Q4 		$10.7M Buy
62,951
+356
+0.6% +$54K 1.18% 20
2023
Q3 		$9.08M Buy
62,595
+3,902
+7% +$585K 1.13% 21
2023
Q2 		$8.54M Sell
58,693
-1,919
-3% -$264K 1.12% 21
2023
Q1 		$7.9M Sell
60,612
-2,339
-4% -$320K 1.08% 19
2022
Q4 		$10.7M Buy
62,951
+16,594
+36% +$2.1M 1.18% 20
2022
Q3 		$4.84M Sell
46,357
-2,789
-6% -$320K 1.09% 23
2022
Q2 		$5.53M Buy
49,146
+1,815
+4% +$225K 1.16% 23
2022
Q1 		$6.45M Buy
47,331
+1,776
+4% +$262K 1.23% 21
2021
Q4 		$7.21M Buy
45,555
+1,572
+4% +$258K 1.36% 16
2021
Q3 		$7.2M Sell
43,983
-365
-0.8% -$57.2K 1.5% 15
2021
Q2 		$6.9M Sell
44,348
-2,971
-6% -$467K 1.45% 15
2021
Q1 		$7.2M Buy
47,319
+2,969
+7% +$427K 1.68% 13
2020
Q4 		$5.63M Sell
44,350
-69
-0.2% -$7.71K 1.38% 16
2020
Q3 		$4.28M Sell
44,419
-3,798
-8% -$373K 1.13% 26
2020
Q2 		$4.54M Buy
48,217
+2,551
+6% +$242K 1.28% 20
2020
Q1 		$4.11M Buy
45,666
+1,981
+5% +$241K 1.42% 19
2019
Q4 		$6.09M Sell
43,685
-1,611
-4% -$207K 1.72% 8
2019
Q3 		$5.33M Sell
45,296
-1,407
-3% -$159K 1.59% 11
2019
Q2 		$5.22M Buy
+46,703
New +$5.15M 1.54% 12

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sound View Wealth Advisors Group's JPM Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $372K and leaving 63,442 shares worth $20.8M. The position accounts for 1.29% of the portfolio, ranked #18.

Sound View Wealth Advisors Group first reported a position in JPM in Q2 2019 and has held it in 29 quarters since. The position peaked at $21M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sound View Wealth Advisors Group held 63,442 shares of JPMorgan Chase worth $20.8M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,199 JPMorgan Chase shares in Q2 2026, an estimated $372K.
  • JPMorgan Chase made up 1.29% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #18 holding.
  • Sound View Wealth Advisors Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's JPMorgan Chase position peaked at $21M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.