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Wealth Advisors Northwest’s JPMorgan Chase JPM Stock Holding History

Wealth Advisors Northwest’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 		$725K Buy
2,213
+144
+7% +$44.7K 0.25% 37
2026
Q1 		$609K Buy
2,069
+6
+0.3% +$1.82K 0.26% 36
2025
Q4 		$665K Buy
2,063
+6
+0.3% +$1.86K 0.29% 34
2025
Q3 		$649K Buy
2,057
+5
+0.2% +$1.49K 0.31% 34
2025
Q2 		$595K Buy
2,052
+104
+5% +$26.5K 0.31% 33
2025
Q1 		$478K Sell
1,948
-77
-4% -$19.6K 0.3% 34
2024
Q4 		$485K Buy
+2,025
New +$472K 0.33% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Advisors Northwest's JPM Position: Q2 2026 in Review

Wealth Advisors Northwest increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,213 shares worth $725K. The position accounts for 0.25% of the portfolio, ranked #37.

Wealth Advisors Northwest first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,385 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Advisors Northwest held 2,213 shares of JPMorgan Chase worth $725K as of Q2 2026.
  • Wealth Advisors Northwest bought 144 JPMorgan Chase shares in Q2 2026, an estimated $44.7K.
  • JPMorgan Chase made up 0.25% of Wealth Advisors Northwest's portfolio in Q2 2026, its #37 holding.
  • Wealth Advisors Northwest first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,385 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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