Tower View Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.03M | Sell |
9,245
-512
| -5% | -$159K | 1.33% | 30 |
|
|
2026
Q1 | $2.87M | Buy |
9,757
+98
| +1% | +$29.7K | 1.47% | 24 |
|
|
2025
Q4 | $3.11M | Buy |
9,659
+9,379
| +3,350% | +$2.9M | 1.54% | 23 |
|
|
2025
Q3 | $88.4K | Buy |
280
+1
| +0.4% | +$297 | 0.05% | 74 |
|
|
2025
Q2 | $80.9K | Buy |
279
+2
| +0.7% | +$510 | 0.04% | 86 |
|
|
2025
Q1 | $68K | Buy |
277
+1
| +0.4% | +$255 | 0.04% | 70 |
|
|
2024
Q4 | $66.2K | Buy |
276
+1
| +0.4% | +$233 | 0.04% | 75 |
|
|
2024
Q3 | $57.9K | Buy |
275
+2
| +0.7% | +$421 | 0.03% | 79 |
|
|
2024
Q2 | $55.2K | Buy |
273
+2
| +0.7% | +$391 | 0.03% | 76 |
|
|
2024
Q1 | $54.4K | Sell |
271
-10
| -4% | -$1.8K | 0.03% | 82 |
|
|
2023
Q4 | $48K | Buy |
281
+2
| +0.7% | +$303 | 0.03% | 82 |
|
|
2023
Q3 | $40K | Buy |
279
+2
| +0.7% | +$300 | 0.03% | 83 |
|
|
2023
Q2 | $40K | Buy |
277
+2
| +0.7% | +$275 | 0.03% | 80 |
|
|
2023
Q1 | $36K | Buy |
275
+2
| +0.7% | +$274 | 0.02% | 87 |
|
|
2022
Q4 | $37K | Buy |
273
+2
| +0.7% | +$253 | 0.03% | 87 |
|
|
2022
Q3 | $28K | Sell |
271
-65
| -19% | -$7.46K | 0.02% | 92 |
|
|
2022
Q2 | $38K | Buy |
336
+1
| +0.3% | +$124 | 0.03% | 85 |
|
|
2022
Q1 | $46K | Sell |
335
-94
| -22% | -$13.9K | 0.02% | 104 |
|
|
2021
Q4 | $68K | Buy |
429
+1
| +0.2% | +$164 | 0.03% | 95 |
|
|
2021
Q3 | $70K | Buy |
428
+202
| +89% | +$31.7K | 0.04% | 93 |
|
|
2021
Q2 | $35K | Buy |
226
+1
| +0.4% | +$157 | 0.02% | 102 |
|
|
2021
Q1 | $34K | Buy |
225
+94
| +72% | +$13.5K | 0.02% | 105 |
|
|
2020
Q4 | $17K | Hold |
131
| – | – | 0.01% | 114 |
|
|
2020
Q3 | $13K | Buy |
131
+1
| +0.8% | +$98 | 0.01% | 100 |
|
|
2020
Q2 | $12K | Buy |
130
+38
| +41% | +$3.6K | 0.01% | 95 |
|
|
2020
Q1 | $8K | Sell |
92
-51
| -36% | -$6.2K | 0.01% | 96 |
|
|
2019
Q4 | $20K | Buy |
143
+1
| +0.7% | +$128 | 0.02% | 102 |
|
|
2019
Q3 | $17K | Buy |
142
+41
| +41% | +$4.64K | 0.01% | 102 |
|
|
2019
Q2 | $11K | Hold |
101
| – | – | 0.01% | 105 |
|
|
2019
Q1 | $10K | Hold |
101
| – | – | 0.01% | 113 |
|
|
2018
Q4 | $10K | Sell |
101
-70
| -41% | -$7.46K | 0.01% | 110 |
|
|
2018
Q3 | $19K | Sell |
171
-30
| -15% | -$3.41K | 0.02% | 113 |
|
|
2018
Q2 | $21K | Buy |
201
+101
| +101% | +$11.1K | 0.02% | 108 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2017
Q4 | $11K | Buy |
+100
| New | +$10.1K | 0.01% | 121 |
|
Other funds holding JPM
Tower View Wealth Management's JPM Position: Q2 2026 in Review
Tower View Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $159K and leaving 9,245 shares worth $3.03M. The position accounts for 1.33% of the portfolio, ranked #30.
Tower View Wealth Management first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.11M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Tower View Wealth Management held 9,245 shares of JPMorgan Chase worth $3.03M as of Q2 2026.
- Tower View Wealth Management sold 512 JPMorgan Chase shares in Q2 2026, an estimated $159K.
- JPMorgan Chase made up 1.33% of Tower View Wealth Management's portfolio in Q2 2026, its #30 holding.
- Tower View Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Tower View Wealth Management's JPMorgan Chase position peaked at $3.11M in Q4 2025.
- 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.