StoneCrest Wealth Management’s JPMorgan Chase JPM Stock Holding History

StoneCrest 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	$282K	Hold	861	–	–	0.09%	69
2026 Q1	$253K	Sell	861 -124	-13%	-$37.6K	0.11%	71
2025 Q4	$317K	Sell	985 -12	-1%	-$3.71K	0.13%	68
2025 Q3	$314K	Sell	997 -14	-1%	-$4.16K	0.14%	64
2025 Q2	$293K	Buy	1,011 +11	+1%	+$2.81K	0.14%	65
2025 Q1	$245K	Hold	1,000	–	–	0.16%	62
2024 Q4	$240K	Hold	1,000	–	–	0.16%	58
2024 Q3	$211K	Hold	1,000	–	–	0.15%	59
2024 Q2	$202K	Hold	1,000	–	–	0.15%	54
2024 Q1	$200K	Buy	+1,000	New	+$180K	0.17%	54

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

StoneCrest Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 861 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #69.

StoneCrest Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $317K in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

StoneCrest Wealth Management held 861 shares of JPMorgan Chase worth $282K as of Q2 2026.
StoneCrest Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.09% of StoneCrest Wealth Management's portfolio in Q2 2026, its #69 holding.
StoneCrest Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
StoneCrest Wealth Management's JPMorgan Chase position peaked at $317K in Q4 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.