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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 – 625
2025
Q1 		– Hold
0
– – – 389
2024
Q3 		– Hold
0
– -$303K – 561
2024
Q2 		– Hold
0
– – – 383
2023
Q2 		– Hold
0
– -$339K – 477
2023
Q1 		– Hold
0
– – – 288
2022
Q4 		– Hold
0
– – – 252

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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.