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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
2024
Q4 		– Sell
-1,000
Closed -$211K – 215
2024
Q3 		$211K Buy
+1,000
New +$211K 0.09% 191

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
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.