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Spire Wealth Management’s JPMorgan Chase JPM Stock Holding History

Spire Wealth 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 		$23.9M Sell
72,887
-280
-0.4% -$87K 0.72% 33
2026
Q1 		$21.5M Sell
73,167
-1,330
-2% -$404K 0.73% 29
2025
Q4 		$24M Buy
74,497
+1,450
+2% +$449K 0.8% 21
2025
Q3 		$23M Buy
73,047
+6,528
+10% +$1.94M 0.78% 23
2025
Q2 		$19M Sell
66,519
-32,643
-33% -$8.33M 0.68% 33
2025
Q1 		$24.3M Buy
99,162
+4,102
+4% +$1.05M 0.78% 24
2024
Q4 		$22.8M Buy
95,060
+911
+1% +$212K 0.71% 26
2024
Q3 		$19.9M Sell
94,149
-4,332
-4% -$912K 0.67% 32
2024
Q2 		$19.9M Sell
98,481
-10,466
-10% -$2.05M 0.7% 29
2024
Q1 		$39.2M Buy
108,947
+2,643
+2% +$477K 0.71% 32
2023
Q4 		$18.1M Buy
106,304
+6,591
+7% +$999K 0.6% 32
2023
Q3 		$14.5M Buy
99,713
+50,176
+101% +$7.52M 0.55% 39
2023
Q2 		$7.2M Sell
49,537
-9,831
-17% -$1.35M 0.27% 78
2023
Q1 		$7.74M Buy
59,368
+19,772
+50% +$2.71M 0.3% 72
2022
Q4 		$5.31M Buy
39,596
+6,983
+21% +$885K 0.3% 79
2022
Q3 		$3.41M Sell
32,613
-28,566
-47% -$3.28M 0.21% 104
2022
Q2 		$6.89M Sell
61,179
-25,323
-29% -$3.14M 0.28% 94
2022
Q1 		$11.8M Sell
86,502
-142,424
-62% -$21M 0.32% 81
2021
Q4 		$36.3M Buy
228,926
+28,233
+14% +$4.64M 0.8% 18
2021
Q3 		$33.1M Buy
200,693
+4,500
+2% +$705K 0.88% 15
2021
Q2 		$30.6M Sell
196,193
-28,225
-13% -$4.43M 0.83% 18
2021
Q1 		$34M Buy
+224,418
New +$32.3M 0.9% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Spire Wealth Management's JPM Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, selling an estimated $87K and leaving 72,887 shares worth $23.9M. The position accounts for 0.72% of the portfolio, ranked #33.

Spire Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.2M in Q1 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Spire Wealth Management held 72,887 shares of JPMorgan Chase worth $23.9M as of Q2 2026.
  • Spire Wealth Management sold 280 JPMorgan Chase shares in Q2 2026, an estimated $87K.
  • JPMorgan Chase made up 0.72% of Spire Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Spire Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's JPMorgan Chase position peaked at $39.2M in Q1 2024.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.