SteelPeak Wealth’s JPMorgan Chase JPM Stock Holding History

SteelPeak 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
2025 Q2	–	Hold	0	–	-$368K	–	624
2025 Q1	–	Hold	0	–	–	–	388
2022 Q1	–	Sell	-1,000	Closed	-$158K	–	453
2021 Q4	$158K	Buy	1,000 +700	+233%	+$115K	0.01%	386
2021 Q3	$49K	Sell	300 -100	-25%	-$15.7K	﹤0.01%	416
2021 Q2	$62K	Buy	+400	New	+$62.8K	﹤0.01%	414
2020 Q3	–	Sell	-200	Closed	-$19K	–	313
2020 Q2	$19K	Buy	200 +100	+100%	+$9.49K	﹤0.01%	266
2020 Q1	$9K	Buy	+100	New	+$12.1K	﹤0.01%	250

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

SteelPeak Wealth's JPM Position: Q2 2026 in Review

SteelPeak Wealth reduced its JPMorgan Chase (JPM) stake by 38% in Q2 2026, selling an estimated $8.28M and leaving 43,921 shares worth $14.4M. The position accounts for 0.37% of the portfolio, ranked #54.

SteelPeak Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SteelPeak Wealth held 43,921 shares of JPMorgan Chase worth $14.4M as of Q2 2026.
SteelPeak Wealth sold 26,665 JPMorgan Chase shares in Q2 2026, an estimated $8.28M.
JPMorgan Chase made up 0.37% of SteelPeak Wealth's portfolio in Q2 2026, its #54 holding.
SteelPeak Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's JPMorgan Chase position peaked at $24.4M in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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