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Twelve Points Wealth Management’s JPMorgan Chase JPM Stock Holding History

Twelve Points 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 		$4.96M Sell
15,139
-289
-2% -$89.7K 0.99% 21
2026
Q1 		$4.54M Buy
15,428
+608
+4% +$185K 1% 19
2025
Q4 		$4.88M Sell
14,820
-245
-2% -$75.9K 1.1% 19
2025
Q3 		$4.75M Sell
15,065
-15
-0.1% -$4.46K 1.18% 17
2025
Q2 		$4.37M Buy
15,080
+45
+0.3% +$11.5K 1.18% 15
2025
Q1 		$3.69M Sell
15,035
-701
-4% -$179K 1% 18
2024
Q4 		$3.77M Sell
15,736
-365
-2% -$85K 1.08% 17
2024
Q3 		$3.4M Sell
16,101
-9
-0.1% -$1.9K 1.07% 17
2024
Q2 		$3.26M Buy
16,110
+75
+0.5% +$14.7K 1.15% 15
2024
Q1 		$3.21M Sell
16,035
-212
-1% -$38.3K 1.18% 14
2023
Q4 		$2.76M Sell
16,247
-1,364
-8% -$207K 1.31% 13
2023
Q3 		$2.55M Buy
17,611
+196
+1% +$29.4K 1.27% 15
2023
Q2 		$2.53M Sell
17,415
-699
-4% -$96.1K 1.35% 15
2023
Q1 		$2.36M Buy
18,114
+358
+2% +$49.1K 1.35% 14
2022
Q4 		$2.38M Buy
17,756
+417
+2% +$52.8K 1.62% 12
2022
Q3 		$1.81M Sell
17,339
-53
-0.3% -$6.08K 1.41% 12
2022
Q2 		$1.96M Sell
17,392
-42
-0.2% -$5.2K 1.51% 10
2022
Q1 		$2.38M Sell
17,434
-452
-3% -$66.7K 1.78% 8
2021
Q4 		$2.83M Buy
+17,886
New +$2.94M 2.29% 3

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Twelve Points Wealth Management's JPM Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $89.7K and leaving 15,139 shares worth $4.96M. The position accounts for 0.99% of the portfolio, ranked #21.

Twelve Points Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Twelve Points Wealth Management held 15,139 shares of JPMorgan Chase worth $4.96M as of Q2 2026.
  • Twelve Points Wealth Management sold 289 JPMorgan Chase shares in Q2 2026, an estimated $89.7K.
  • JPMorgan Chase made up 0.99% of Twelve Points Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Twelve Points Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.