Traveka Wealth’s JPMorgan Chase JPM Stock Holding History

Traveka 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	$2.18M	Sell	6,662 -158	-2%	-$49.1K	0.73%	32
2026 Q1	$2.01M	Sell	6,820 -25	-0.4%	-$7.59K	0.77%	30
2025 Q4	$2.21M	Buy	6,845 +5	+0.1%	+$1.55K	0.9%	27
2025 Q3	$2.16M	Buy	6,840 +40	+0.6%	+$11.9K	0.96%	27
2025 Q2	$1.97M	Buy	6,800 +44	+0.7%	+$11.2K	1.04%	27
2025 Q1	$1.66M	Buy	6,756 +186	+3%	+$47.4K	0.93%	32
2024 Q4	$1.57M	Buy	6,570 +1,532	+30%	+$357K	0.87%	32
2024 Q3	$1.06M	Buy	5,038 +252	+5%	+$53.1K	0.54%	36
2024 Q2	$968K	Buy	4,786 +5	+0.1%	+$978	0.47%	37
2024 Q1	$958K	Sell	4,781 -892	-16%	-$161K	0.44%	37
2023 Q4	$965K	Buy	+5,673	New	+$860K	0.49%	40

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Traveka Wealth's JPM Position: Q2 2026 in Review

Traveka Wealth reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $49.1K and leaving 6,662 shares worth $2.18M. The position accounts for 0.73% of the portfolio, ranked #32.

Traveka Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q4 2025. 2,707 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Traveka Wealth held 6,662 shares of JPMorgan Chase worth $2.18M as of Q2 2026.
Traveka Wealth sold 158 JPMorgan Chase shares in Q2 2026, an estimated $49.1K.
JPMorgan Chase made up 0.73% of Traveka Wealth's portfolio in Q2 2026, its #32 holding.
Traveka Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's JPMorgan Chase position peaked at $2.21M in Q4 2025.
2,707 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.