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Trace Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Trace Wealth Advisors’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 		$220K Buy
+671
New +$208K 0.14% 63
2026
Q1 		– Sell
-1,632
Closed -$526K – 69
2025
Q4 		$526K Buy
1,632
+101
+7% +$31.3K 0.38% 36
2025
Q3 		$483K Buy
+1,531
New +$455K 0.36% 40

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Trace Wealth Advisors's JPM Position: Q2 2026 in Review

Trace Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 671 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #63 among its holdings. This is a return to the name: Trace Wealth Advisors previously reported a position in JPM as recently as Q4 2025.

Trace Wealth Advisors first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trace Wealth Advisors held 671 shares of JPMorgan Chase worth $220K as of Q2 2026.
  • JPMorgan Chase was a new Trace Wealth Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.14% of Trace Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Trace Wealth Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Trace Wealth Advisors's JPMorgan Chase position peaked at $526K in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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