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Traphagen Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Traphagen Investment 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 		$4.41M Buy
13,459
+7
+0.1% +$2.17K 0.31% 36
2026
Q1 		$3.96M Buy
13,452
+144
+1% +$43.7K 0.32% 37
2025
Q4 		$4.29M Buy
13,308
+250
+2% +$77.4K 0.35% 32
2025
Q3 		$4.12M Sell
13,058
-516
-4% -$153K 0.35% 30
2025
Q2 		$3.94M Sell
13,574
-231
-2% -$58.9K 0.37% 30
2025
Q1 		$3.39M Buy
13,805
+591
+4% +$151K 0.35% 32
2024
Q4 		$3.17M Buy
13,214
+169
+1% +$39.4K 0.32% 34
2024
Q3 		$2.75M Buy
13,045
+113
+0.9% +$23.8K 0.28% 34
2024
Q2 		$2.62M Sell
12,932
-190
-1% -$37.1K 0.28% 36
2024
Q1 		$2.63M Buy
13,122
+48
+0.4% +$8.66K 0.28% 36
2023
Q4 		$2.22M Buy
13,074
+695
+6% +$105K 0.26% 35
2023
Q3 		$1.8M Buy
12,379
+150
+1% +$22.5K 0.23% 36
2023
Q2 		$1.78M Buy
12,229
+179
+1% +$24.6K 0.23% 42
2023
Q1 		$1.57M Buy
12,050
+186
+2% +$25.5K 0.23% 42
2022
Q4 		$1.59M Sell
11,864
-2,320
-16% -$294K 0.25% 40
2022
Q3 		$1.48M Buy
14,184
+98
+0.7% +$11.2K 0.27% 33
2022
Q2 		$1.59M Buy
14,086
+430
+3% +$53.3K 0.29% 33
2022
Q1 		$1.86M Buy
13,656
+2,198
+19% +$324K 0.3% 31
2021
Q4 		$1.81M Buy
11,458
+471
+4% +$77.3K 0.3% 31
2021
Q3 		$1.8M Buy
10,987
+156
+1% +$24.5K 0.32% 29
2021
Q2 		$1.68M Buy
10,831
+4,179
+63% +$656K 0.29% 34
2021
Q1 		$1.01M Sell
6,652
-146
-2% -$21K 0.19% 51
2020
Q4 		$864K Hold
6,798
– – 0.16% 50
2020
Q3 		$654K Buy
6,798
+175
+3% +$17.2K 0.13% 55
2020
Q2 		$623K Buy
6,623
+388
+6% +$36.8K 0.14% 60
2020
Q1 		$561K Sell
6,235
-19
-0.3% -$2.31K 0.15% 55
2019
Q4 		$872K Buy
6,254
+2,553
+69% +$327K 0.21% 44
2019
Q3 		$436K Buy
3,701
+45
+1% +$5.09K 0.11% 71
2019
Q2 		$409K Buy
3,656
+2
+0.1% +$221 0.11% 73
2019
Q1 		$370K Buy
+3,654
New +$376K 0.1% 75

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Traphagen Investment Advisors's JPM Position: Q2 2026 in Review

Traphagen Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $2.17K and bringing the position to 13,459 shares worth $4.41M. The position accounts for 0.31% of the portfolio, ranked #36.

Traphagen Investment Advisors first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 883 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Traphagen Investment Advisors held 13,459 shares of JPMorgan Chase worth $4.41M as of Q2 2026.
  • Traphagen Investment Advisors bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.31% of Traphagen Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Traphagen Investment Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • 883 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.