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TLWM Financial’s JPMorgan Chase JPM Stock Holding History

TLWM Financial’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 		$2.21M Sell
6,765
-83
-1% -$25.8K 0.36% 24
2026
Q1 		$2.01M Buy
6,848
+252
+4% +$76.5K 0.36% 21
2025
Q4 		$2.13M Sell
6,596
-1,959
-23% -$607K 0.39% 23
2025
Q3 		$2.7M Buy
8,555
+329
+4% +$97.8K 0.49% 17
2025
Q2 		$2.38M Sell
8,226
-35
-0.4% -$8.93K 0.45% 19
2025
Q1 		$2.03M Sell
8,261
-29
-0.3% -$7.39K 0.41% 19
2024
Q4 		$1.99M Buy
8,290
+368
+5% +$85.7K 0.39% 21
2024
Q3 		$1.67M Sell
7,922
-146
-2% -$30.8K 0.34% 22
2024
Q2 		$1.63M Sell
8,068
-35
-0.4% -$6.84K 0.35% 21
2024
Q1 		$1.62M Sell
8,103
-195
-2% -$35.2K 0.36% 20
2023
Q4 		$1.41M Buy
8,298
+16
+0.2% +$2.42K 0.33% 22
2023
Q3 		$1.2M Buy
8,282
+338
+4% +$50.7K 0.32% 26
2023
Q2 		$1.16M Buy
7,944
+19
+0.2% +$2.61K 0.33% 26
2023
Q1 		$1.03M Sell
7,925
-79
-1% -$10.8K 0.33% 30
2022
Q4 		$1.07M Buy
8,004
+4,830
+152% +$612K 0.39% 26
2022
Q3 		$618K Sell
3,174
-4,455
-58% -$511K 0.27% 43
2022
Q2 		$859K Sell
7,629
-53
-0.7% -$6.57K 0.33% 32
2022
Q1 		$1.04M Buy
7,682
+501
+7% +$74K 0.36% 30
2021
Q4 		$1.14M Sell
7,181
-1,781
-20% -$292K 0.38% 28
2021
Q3 		$1.47M Buy
8,962
+456
+5% +$71.5K 0.56% 15
2021
Q2 		$1.32M Buy
8,506
+74
+0.9% +$11.6K 0.47% 18
2021
Q1 		$1.29M Buy
8,432
+322
+4% +$46.3K 0.49% 18
2020
Q4 		$1.03M Buy
8,110
+2,164
+36% +$242K 0.41% 20
2020
Q3 		$583K Buy
5,946
+224
+4% +$22K 0.28% 33
2020
Q2 		$539K Sell
5,722
-18
-0.3% -$1.71K 0.32% 34
2020
Q1 		$520K Buy
5,740
+195
+4% +$23.7K 0.31% 31
2019
Q4 		$774K Sell
5,545
-1,300
-19% -$167K 0.37% 20
2019
Q3 		$803K Sell
6,845
-203
-3% -$23K 0.41% 16
2019
Q2 		$784K Sell
7,048
-383
-5% -$42.2K 0.45% 15
2019
Q1 		$747K Sell
7,431
-356
-5% -$36.7K 0.42% 17
2018
Q4 		$777K Buy
7,787
+66
+0.9% +$7.03K 0.47% 16
2018
Q3 		$871K Buy
7,721
+421
+6% +$47.8K 0.51% 17
2018
Q2 		$755K Sell
7,300
-82
-1% -$8.99K 0.47% 18
2018
Q1 		$811K Buy
7,382
+216
+3% +$24.5K 0.54% 16
2017
Q4 		$766K Buy
+7,166
New +$726K 0.6% 11

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

TLWM Financial's JPM Position: Q2 2026 in Review

TLWM Financial reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $25.8K and leaving 6,765 shares worth $2.21M. The position accounts for 0.36% of the portfolio, ranked #24.

TLWM Financial first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.7M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TLWM Financial held 6,765 shares of JPMorgan Chase worth $2.21M as of Q2 2026.
  • TLWM Financial sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.36% of TLWM Financial's portfolio in Q2 2026, its #24 holding.
  • TLWM Financial first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
  • TLWM Financial's JPMorgan Chase position peaked at $2.7M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.