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Udine Wealth Management’s JPMorgan Chase JPM Stock Holding History

Udine 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 		$10.9M Buy
33,307
+484
+1% +$150K 4.49% 7
2026
Q1 		$9.66M Buy
32,823
+834
+3% +$253K 4.72% 7
2025
Q4 		$10.3M Buy
31,989
+915
+3% +$283K 4.87% 7
2025
Q3 		$9.8M Buy
31,074
+322
+1% +$95.8K 4.7% 7
2025
Q2 		$8.92M Sell
30,752
-2,042
-6% -$521K 4.71% 8
2025
Q1 		$8.04M Buy
32,794
+1,771
+6% +$452K 5.38% 8
2024
Q4 		$7.44M Sell
31,023
-1,861
-6% -$433K 4.78% 7
2024
Q3 		$6.93M Buy
32,884
+208
+0.6% +$43.8K 4.89% 7
2024
Q2 		$6.61M Buy
32,676
+43
+0.1% +$8.41K 4.6% 8
2024
Q1 		$6.54M Sell
32,633
-6,003
-16% -$1.08M 4.51% 8
2023
Q4 		$6.57M Sell
38,636
-888
-2% -$135K 5.23% 7
2023
Q3 		$5.73M Buy
39,524
+602
+2% +$90.2K 5.54% 6
2023
Q2 		$5.66M Sell
38,922
-420
-1% -$57.8K 5.38% 6
2023
Q1 		$5.13M Buy
39,342
+1,341
+4% +$184K 7.91% 4
2022
Q4 		$35.1M Sell
38,001
-91
-0.2% -$11.5K 43.18% 1
2022
Q3 		$3.98M Buy
38,092
+8,043
+27% +$923K 6.29% 4
2022
Q2 		$3.38M Buy
30,049
+3,050
+11% +$378K 6.13% 5
2022
Q1 		$3.68M Buy
26,999
+2,620
+11% +$387K 4.01% 8
2021
Q4 		$3.86M Buy
+24,379
New +$4M 3.98% 6

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Udine Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $150K and bringing the position to 33,307 shares worth $10.9M. The position accounts for 4.49% of the portfolio, ranked #7.

Udine Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.1M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Udine Wealth Management held 33,307 shares of JPMorgan Chase worth $10.9M as of Q2 2026.
  • Udine Wealth Management bought 484 JPMorgan Chase shares in Q2 2026, an estimated $150K.
  • JPMorgan Chase made up 4.49% of Udine Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Udine Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Udine Wealth Management's JPMorgan Chase position peaked at $35.1M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.