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Towerpoint Wealth’s JPMorgan Chase JPM Stock Holding History

Towerpoint Wealth’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 		$536K Hold
1,638
– – 0.19% 68
2026
Q1 		$482K Buy
1,638
+195
+14% +$59.2K 0.19% 62
2025
Q4 		$465K Sell
1,443
-13
-0.9% -$4.03K 0.18% 60
2025
Q3 		$459K Buy
1,456
+21
+1% +$6.25K 0.19% 59
2025
Q2 		$416K Buy
1,435
+56
+4% +$14.3K 0.18% 61
2025
Q1 		$338K Sell
1,379
-102
-7% -$26K 0.17% 62
2024
Q4 		$355K Buy
1,481
+102
+7% +$23.8K 0.17% 58
2024
Q3 		$291K Hold
1,379
– – 0.14% 67
2024
Q2 		$279K Buy
1,379
+246
+22% +$48.1K 0.14% 64
2024
Q1 		$227K Buy
+1,133
New +$204K 0.11% 73

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Towerpoint Wealth's JPM Position: Q2 2026 in Review

Towerpoint Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,638 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #68.

Towerpoint Wealth first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Towerpoint Wealth held 1,638 shares of JPMorgan Chase worth $536K as of Q2 2026.
  • Towerpoint Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.19% of Towerpoint Wealth's portfolio in Q2 2026, its #68 holding.
  • Towerpoint Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.