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Strategic Family Wealth Counselors’s JPMorgan Chase JPM Stock Holding History

Strategic Family Wealth Counselors’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 		$1.65M Sell
5,056
-12
-0.2% -$3.73K 0.38% 53
2026
Q1 		$1.49M Sell
5,068
-3,622
-42% -$1.1M 0.39% 55
2025
Q4 		$2.63M Buy
8,690
+3,038
+54% +$941K 0.59% 44
2025
Q3 		$1.78M Sell
5,652
-1
-0% -$297 0.46% 50
2025
Q2 		$1.64M Buy
5,653
+61
+1% +$15.6K 0.47% 50
2025
Q1 		$1.37M Buy
5,592
+219
+4% +$55.8K 0.45% 51
2024
Q4 		$1.29M Buy
5,373
+529
+11% +$123K 0.42% 53
2024
Q3 		$1.02M Buy
4,844
+1,241
+34% +$261K 0.36% 54
2024
Q2 		$729K Buy
3,603
+47
+1% +$9.19K 0.28% 58
2024
Q1 		$712K Buy
3,556
+10
+0.3% +$1.8K 0.28% 55
2023
Q4 		$603K Buy
3,546
+11
+0.3% +$1.67K 0.25% 58
2023
Q3 		$513K Sell
3,535
-15
-0.4% -$2.25K 0.25% 55
2023
Q2 		$516K Buy
3,550
+624
+21% +$85.8K 0.24% 55
2023
Q1 		$381K Buy
2,926
+11
+0.4% +$1.51K 0.18% 64
2022
Q4 		$391K Buy
2,915
+110
+4% +$13.9K 0.19% 65
2022
Q3 		$293K Buy
2,805
+120
+4% +$13.8K 0.14% 67
2022
Q2 		$302K Buy
2,685
+85
+3% +$10.5K 0.14% 66
2022
Q1 		$354K Hold
2,600
– – 0.14% 70
2021
Q4 		$412K Hold
2,600
– – 0.13% 68
2021
Q3 		$426K Buy
2,600
+1,000
+63% +$157K 0.15% 57
2021
Q2 		$249K Hold
1,600
– – 0.08% 72
2021
Q1 		$244K Buy
+1,600
New +$230K 0.09% 72
2020
Q3 		– Sell
-2,126
Closed -$200K – 79
2020
Q2 		$200K Buy
+2,126
New +$202K 0.13% 74
2020
Q1 		– Sell
-2,260
Closed -$315K – 81
2019
Q4 		$315K Buy
2,260
+5
+0.2% +$641 0.25% 49
2019
Q3 		$265K Buy
2,255
+5
+0.2% +$566 0.2% 55
2019
Q2 		$251K Buy
2,250
+6
+0.3% +$662 0.19% 56
2019
Q1 		$227K Buy
2,244
+6
+0.3% +$618 0.18% 57
2018
Q4 		$219K Buy
+2,238
New +$238K 0.25% 55

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

Strategic Family Wealth Counselors's JPM Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, selling an estimated $3.73K and leaving 5,056 shares worth $1.65M. The position accounts for 0.38% of the portfolio, ranked #53.

Strategic Family Wealth Counselors first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.63M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Strategic Family Wealth Counselors held 5,056 shares of JPMorgan Chase worth $1.65M as of Q2 2026.
  • Strategic Family Wealth Counselors sold 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.38% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #53 holding.
  • Strategic Family Wealth Counselors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Strategic Family Wealth Counselors's JPMorgan Chase position peaked at $2.63M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.