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TD Private Client Wealth’s JPMorgan Chase JPM Stock Holding History

TD Private Client 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
2026
Q2 		$23M Sell
70,249
-4,245
-6% -$1.32M 0.42% 43
2026
Q1 		$21.9M Sell
74,494
-9,015
-11% -$2.74M 0.45% 42
2025
Q4 		$26.9M Sell
83,509
-1,497
-2% -$463K 0.57% 38
2025
Q3 		$26.8M Sell
85,006
-12,079
-12% -$3.59M 0.6% 33
2025
Q2 		$28.1M Buy
97,085
+1,613
+2% +$412K 0.69% 31
2025
Q1 		$23.4M Buy
95,472
+1,085
+1% +$277K 0.65% 32
2024
Q4 		$22.6M Sell
94,387
-208
-0.2% -$48.4K 0.63% 34
2024
Q3 		$19.9M Buy
94,595
+1,887
+2% +$397K 0.57% 35
2024
Q2 		$18.8M Sell
92,708
-1,267
-1% -$248K 0.59% 35
2024
Q1 		$18.8M Buy
93,975
+182
+0.2% +$32.8K 0.62% 35
2023
Q4 		$16M Buy
93,793
+5,304
+6% +$804K 0.58% 36
2023
Q3 		$12.8M Sell
88,489
-11,082
-11% -$1.66M 0.56% 34
2023
Q2 		$14.5M Sell
99,571
-2,560
-3% -$352K 0.63% 29
2023
Q1 		$13.3M Sell
102,131
-16,727
-14% -$2.29M 0.6% 32
2022
Q4 		$15.9M Buy
118,858
+1,791
+2% +$227K 0.75% 25
2022
Q3 		$12.2M Buy
117,067
+25,139
+27% +$2.88M 0.63% 29
2022
Q2 		$10.4M Buy
91,928
+3,734
+4% +$463K 0.5% 36
2022
Q1 		$12M Sell
88,194
-2,212
-2% -$327K 0.51% 35
2021
Q4 		$14.3M Sell
90,406
-2,906
-3% -$477K 0.59% 27
2021
Q3 		$15.3M Buy
93,312
+1,052
+1% +$165K 0.65% 26
2021
Q2 		$14.4M Sell
92,260
-1,223
-1% -$192K 0.61% 30
2021
Q1 		$14.2M Sell
93,483
-13,332
-12% -$1.92M 0.66% 24
2020
Q4 		$13.6M Sell
106,815
-7,267
-6% -$812K 0.69% 26
2020
Q3 		$11M Buy
114,082
+14,804
+15% +$1.45M 0.61% 30
2020
Q2 		$9.34M Buy
99,278
+26,699
+37% +$2.53M 0.55% 39
2020
Q1 		$6.53M Sell
72,579
-4,753
-6% -$577K 0.47% 52
2019
Q4 		$10.8M Buy
+77,332
New +$9.92M 0.65% 35

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

TD Private Client Wealth's JPM Position: Q2 2026 in Review

TD Private Client Wealth reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $1.32M and leaving 70,249 shares worth $23M. The position accounts for 0.42% of the portfolio, ranked #43.

TD Private Client Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.1M in Q2 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TD Private Client Wealth held 70,249 shares of JPMorgan Chase worth $23M as of Q2 2026.
  • TD Private Client Wealth sold 4,245 JPMorgan Chase shares in Q2 2026, an estimated $1.32M.
  • JPMorgan Chase made up 0.42% of TD Private Client Wealth's portfolio in Q2 2026, its #43 holding.
  • TD Private Client Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's JPMorgan Chase position peaked at $28.1M in Q2 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.