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Waterfront Wealth’s JPMorgan Chase JPM Stock Holding History

Waterfront Wealth’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 		$2.72M Sell
8,082
-16
-0.2% -$4.97K 0.42% 74
2026
Q1 		$2.38M Sell
8,098
-1,829
-18% -$555K 0.44% 72
2025
Q4 		$2.98M Buy
9,927
+13
+0.1% +$4.03K 0.57% 51
2025
Q3 		$2.91M Buy
9,914
+297
+3% +$88.3K 0.6% 47
2025
Q2 		$2.79M Sell
9,617
-113
-1% -$28.8K 0.63% 41
2025
Q1 		$2.39M Buy
9,730
+39
+0.4% +$9.94K 0.58% 47
2024
Q4 		$2.32M Buy
9,691
+317
+3% +$73.8K 0.57% 46
2024
Q3 		$2.1M Buy
9,374
+303
+3% +$63.8K 0.51% 50
2024
Q2 		$1.83M Buy
9,071
+163
+2% +$31.9K 0.5% 52
2024
Q1 		$1.72M Buy
8,908
+29
+0.3% +$5.23K 0.48% 58
2023
Q4 		$1.51M Buy
8,879
+145
+2% +$22K 0.45% 61
2023
Q3 		$1.23M Buy
8,734
+189
+2% +$28.3K 0.4% 73
2023
Q2 		$1.35M Buy
8,545
+822
+11% +$113K 0.4% 70
2023
Q1 		$1.01M Buy
7,723
+266
+4% +$36.4K 0.33% 87
2022
Q4 		$1.05M Sell
7,457
-139
-2% -$17.6K 0.36% 82
2022
Q3 		$955K Buy
7,596
+1,879
+33% +$216K 0.36% 83
2022
Q2 		$644K Buy
5,717
+1,903
+50% +$236K 0.26% 110
2022
Q1 		$506K Buy
3,814
+1,794
+89% +$265K 0.18% 131
2021
Q4 		$320K Buy
2,020
+734
+57% +$121K 0.13% 158
2021
Q3 		$211K Buy
+1,286
New +$202K 0.1% 167

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Waterfront Wealth's JPM Position: Q2 2026 in Review

Waterfront Wealth reduced its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, selling an estimated $4.97K and leaving 8,082 shares worth $2.72M. The position accounts for 0.42% of the portfolio, ranked #74.

Waterfront Wealth first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.98M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waterfront Wealth held 8,082 shares of JPMorgan Chase worth $2.72M as of Q2 2026.
  • Waterfront Wealth sold 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.42% of Waterfront Wealth's portfolio in Q2 2026, its #74 holding.
  • Waterfront Wealth first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Waterfront Wealth's JPMorgan Chase position peaked at $2.98M in Q4 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.