Tumwater Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tumwater Wealth Management’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	$434K	Hold	1,327	–	–	0.16%	23
2026 Q1	$390K	Hold	1,327	–	–	0.16%	24
2025 Q4	$428K	Hold	1,327	–	–	0.17%	23
2025 Q3	$419K	Hold	1,327	–	–	0.19%	22
2025 Q2	$385K	Hold	1,327	–	–	0.18%	23
2025 Q1	$326K	Hold	1,327	–	–	0.17%	22
2024 Q4	$318K	Buy	+1,327	New	+$309K	0.17%	23

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Tumwater Wealth Management's JPM Position: Q2 2026 in Review

Tumwater Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,327 shares worth $434K. The position accounts for 0.16% of the portfolio, ranked #23.

Tumwater Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tumwater Wealth Management held 1,327 shares of JPMorgan Chase worth $434K as of Q2 2026.
Tumwater Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.16% of Tumwater Wealth Management's portfolio in Q2 2026, its #23 holding.
Tumwater Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.