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Urban Wealth Management’s JPMorgan Chase JPM Stock Holding History

Urban 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 		$536K Hold
1,636
– – 0.47% 50
2026
Q1 		$481K Sell
1,636
-148
-8% -$44.9K 0.49% 40
2025
Q4 		$575K Buy
+1,784
New +$552K 0.53% 42
2022
Q2 		$213K Buy
+1,893
New +$235K 0.72% 29
2020
Q4 		$301K Buy
+2,370
New +$265K 0.25% 84

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

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

Urban Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,636 shares worth $536K. The position accounts for 0.47% of the portfolio, ranked #50.

Urban Wealth Management first reported a position in JPM in Q4 2020 and has held it in 5 quarters since. The position peaked at $575K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Urban Wealth Management held 1,636 shares of JPMorgan Chase worth $536K as of Q2 2026.
  • Urban Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.47% of Urban Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Urban Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 5 quarters since.
  • Urban Wealth Management's JPMorgan Chase position peaked at $575K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.