TWG
JPM icon

The Wealth Group’s JPMorgan Chase JPM Stock Holding History

The Wealth Group’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 		$220K Sell
673
-40
-6% -$12.4K 0.04% 85
2026
Q1 		$210K Hold
713
– – 0.05% 84
2025
Q4 		$230K Buy
+713
New +$221K 0.05% 76

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
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

The Wealth Group's JPM Position: Q2 2026 in Review

The Wealth Group reduced its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, selling an estimated $12.4K and leaving 673 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #85.

The Wealth Group first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • The Wealth Group held 673 shares of JPMorgan Chase worth $220K as of Q2 2026.
  • The Wealth Group sold 40 JPMorgan Chase shares in Q2 2026, an estimated $12.4K.
  • JPMorgan Chase made up 0.04% of The Wealth Group's portfolio in Q2 2026, its #85 holding.
  • The Wealth Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • The Wealth Group's JPMorgan Chase position peaked at $230K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.