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TradeWell Securities’s JPMorgan Chase JPM Stock Holding History

TradeWell Securities’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 		$3.99M Sell
12,204
-35
-0.3% -$10.9K 1.43% 15
2026
Q1 		$3.6M Buy
12,239
+23
+0.2% +$6.98K 1.52% 14
2025
Q4 		$3.94M Sell
12,216
-117
-0.9% -$36.2K 1.53% 14
2025
Q3 		$3.83M Buy
12,333
+34
+0.3% +$10.1K 1.61% 12
2025
Q2 		$3.57M Buy
12,299
+730
+6% +$186K 1.71% 12
2025
Q1 		$2.84M Buy
11,569
+65
+0.6% +$16.6K 1.56% 11
2024
Q4 		$2.76M Buy
+11,504
New +$2.68M 1.43% 11

Other funds holding JPM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TradeWell Securities's JPM Position: Q2 2026 in Review

TradeWell Securities reduced its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, selling an estimated $10.9K and leaving 12,204 shares worth $3.99M. The position accounts for 1.43% of the portfolio, ranked #15.

TradeWell Securities first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,594 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TradeWell Securities held 12,204 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
  • TradeWell Securities sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 1.43% of TradeWell Securities's portfolio in Q2 2026, its #15 holding.
  • TradeWell Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,594 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.