Unique Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Unique Wealth Strategies’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	$1.68M	Buy	5,143 +167	+3%	+$51.9K	0.61%	30
2026 Q1	$1.46M	Sell	4,976 -1,559	-24%	-$473K	0.59%	36
2025 Q4	$2.11M	Sell	6,535 -526	-7%	-$163K	0.82%	24
2025 Q3	$2.23M	Buy	7,061 +27	+0.4%	+$8.03K	0.86%	23
2025 Q2	$2.04M	Sell	7,034 -341	-5%	-$87K	0.85%	25
2025 Q1	$1.81M	Sell	7,375 -505	-6%	-$129K	0.82%	29
2024 Q4	$1.89M	Sell	7,880 -228	-3%	-$53.1K	0.82%	29
2024 Q3	$1.71M	Buy	8,108 +923	+13%	+$194K	0.72%	32
2024 Q2	$1.44M	Hold	7,185	–	–	0.67%	33
2024 Q1	$1.44M	Buy	7,185 +896	+14%	+$162K	0.7%	33
2023 Q4	$1.07M	Buy	+6,289	New	+$953K	0.71%	35

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Unique Wealth Strategies's JPM Position: Q2 2026 in Review

Unique Wealth Strategies increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $51.9K and bringing the position to 5,143 shares worth $1.68M. The position accounts for 0.61% of the portfolio, ranked #30.

Unique Wealth Strategies first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Unique Wealth Strategies held 5,143 shares of JPMorgan Chase worth $1.68M as of Q2 2026.
Unique Wealth Strategies bought 167 JPMorgan Chase shares in Q2 2026, an estimated $51.9K.
JPMorgan Chase made up 0.61% of Unique Wealth Strategies's portfolio in Q2 2026, its #30 holding.
Unique Wealth Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's JPMorgan Chase position peaked at $2.23M in Q3 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.