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Thrive Wealth Management’s JPMorgan Chase JPM Stock Holding History

Thrive 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 		$2.44M Buy
7,467
+1
+0% +$311 0.31% 39
2026
Q1 		$2.2M Buy
7,466
+215
+3% +$65.2K 0.33% 35
2025
Q4 		$2.34M Buy
7,251
+240
+3% +$74.3K 0.34% 37
2025
Q3 		$2.21M Sell
7,011
-192
-3% -$57.1K 0.33% 39
2025
Q2 		$2.09M Sell
7,203
-26
-0.4% -$6.63K 0.34% 38
2025
Q1 		$1.77M Sell
7,229
-355
-5% -$90.5K 0.34% 35
2024
Q4 		$1.82M Sell
7,584
-57
-0.7% -$13.3K 0.33% 38
2024
Q3 		$1.61M Sell
7,641
-178
-2% -$37.5K 0.3% 40
2024
Q2 		$1.58M Sell
7,819
-35
-0.4% -$6.84K 0.31% 37
2024
Q1 		$1.57M Buy
7,854
+555
+8% +$100K 0.33% 36
2023
Q4 		$1.24M Sell
7,299
-143
-2% -$21.7K 0.28% 46
2023
Q3 		$1.08M Buy
7,442
+386
+5% +$57.9K 0.29% 45
2023
Q2 		$1.03M Buy
7,056
+356
+5% +$49K 0.27% 46
2023
Q1 		$873K Buy
6,700
+1,121
+20% +$154K 0.22% 57
2022
Q4 		$748K Sell
5,579
-242
-4% -$30.7K 0.21% 58
2022
Q3 		$608K Buy
5,821
+528
+10% +$60.6K 0.21% 69
2022
Q2 		$596K Buy
5,293
+863
+19% +$107K 0.21% 64
2022
Q1 		$604K Buy
4,430
+283
+7% +$41.8K 0.18% 63
2021
Q4 		$657K Buy
+4,147
New +$681K 0.22% 53

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

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

Thrive Wealth Management increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $311 and bringing the position to 7,467 shares worth $2.44M. The position accounts for 0.31% of the portfolio, ranked #39.

Thrive Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Thrive Wealth Management held 7,467 shares of JPMorgan Chase worth $2.44M as of Q2 2026.
  • Thrive Wealth Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.31% of Thrive Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Thrive Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.