TLW Wealth Management’s JPMorgan Chase JPM Stock Holding History

TLW 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	$367K	Buy	+1,120	New	+$348K	0.21%	15

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

TLW Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,120 shares worth $367K. The stake represents 0.21% of the portfolio and ranks #15 among its holdings.

2,389 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TLW Wealth Management held 1,120 shares of JPMorgan Chase worth $367K as of Q2 2026.
JPMorgan Chase was a new TLW Wealth Management position in Q2 2026.
JPMorgan Chase made up 0.21% of TLW Wealth Management's portfolio in Q2 2026, its #15 holding.
2,389 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TLW Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.