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Wealth Architects’s JPMorgan Chase JPM Stock Holding History

Wealth Architects’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 		$4.2M Sell
12,817
-110
-0.9% -$34.2K 0.33% 51
2026
Q1 		$3.8M Sell
12,927
-181
-1% -$54.9K 0.34% 48
2025
Q4 		$4.22M Sell
13,108
-226
-2% -$70K 0.38% 44
2025
Q3 		$4.21M Sell
13,334
-137
-1% -$40.7K 0.4% 43
2025
Q2 		$3.91M Sell
13,471
-204
-1% -$52.1K 0.4% 41
2025
Q1 		$3.35M Buy
13,675
+3,208
+31% +$818K 0.37% 41
2024
Q4 		$2.51M Buy
10,467
+59
+0.6% +$13.7K 0.28% 50
2024
Q3 		$2.19M Sell
10,408
-15
-0.1% -$3.16K 0.25% 53
2024
Q2 		$2.11M Sell
10,423
-178
-2% -$34.8K 0.26% 51
2024
Q1 		$2.12M Sell
10,601
-531
-5% -$95.8K 0.28% 48
2023
Q4 		$1.89M Buy
11,132
+4
+0% +$606 0.27% 49
2023
Q3 		$1.61M Buy
11,128
+175
+2% +$26.2K 0.27% 51
2023
Q2 		$1.59M Buy
10,953
+33
+0.3% +$4.54K 0.26% 49
2023
Q1 		$1.42M Sell
10,920
-43
-0.4% -$5.89K 0.25% 51
2022
Q4 		$1.47M Sell
10,963
-221
-2% -$28K 0.28% 48
2022
Q3 		$1.17M Buy
11,184
+107
+1% +$12.3K 0.24% 48
2022
Q2 		$1.25M Buy
11,077
+133
+1% +$16.5K 0.24% 48
2022
Q1 		$1.49M Buy
10,944
+5
+0% +$738 0.25% 41
2021
Q4 		$1.73M Buy
10,939
+328
+3% +$53.9K 0.3% 38
2021
Q3 		$1.74M Buy
10,611
+397
+4% +$62.2K 0.34% 37
2021
Q2 		$1.59M Buy
10,214
+2,459
+32% +$386K 0.31% 35
2021
Q1 		$1.18M Buy
7,755
+77
+1% +$11.1K 0.26% 37
2020
Q4 		$976K Sell
7,678
-136
-2% -$15.2K 0.23% 43
2020
Q3 		$752K Buy
7,814
+34
+0.4% +$3.34K 0.2% 47
2020
Q2 		$732K Buy
7,780
+494
+7% +$46.9K 0.21% 47
2020
Q1 		$656K Sell
7,286
-173
-2% -$21K 0.23% 46
2019
Q4 		$1.04M Sell
7,459
-258
-3% -$33.1K 0.29% 34
2019
Q3 		$908K Sell
7,717
-125
-2% -$14.1K 0.28% 36
2019
Q2 		$877K Buy
7,842
+306
+4% +$33.7K 0.26% 38
2019
Q1 		$763K Buy
7,536
+38
+0.5% +$3.92K 0.24% 44
2018
Q4 		$732K Sell
7,498
-17
-0.2% -$1.81K 0.26% 40
2018
Q3 		$848K Buy
7,515
+302
+4% +$34.3K 0.26% 42
2018
Q2 		$752K Sell
7,213
-147
-2% -$16.1K 0.24% 41
2018
Q1 		$809K Sell
7,360
-1,131
-13% -$128K 0.27% 39
2017
Q4 		$908K Sell
8,491
-177
-2% -$17.9K 0.3% 37
2017
Q3 		$828K Buy
8,668
+190
+2% +$17.5K 0.29% 39
2017
Q2 		$774K Sell
8,478
-16
-0.2% -$1.38K 0.29% 41
2017
Q1 		$746K Sell
8,494
-997
-11% -$88K 0.3% 43
2016
Q4 		$819K Buy
9,491
+1,362
+17% +$104K 0.36% 37
2016
Q3 		$541K Sell
8,129
-591
-7% -$38.5K 0.25% 55
2016
Q2 		$541K Hold
8,720
– – 0.26% 55
2016
Q1 		$516K Buy
8,720
+178
+2% +$10.4K 0.26% 56
2015
Q4 		$564K Hold
8,542
– – 0.28% 52
2015
Q3 		$521K Buy
8,542
+394
+5% +$25.8K 0.28% 51
2015
Q2 		$552K Buy
8,148
+2,660
+48% +$174K 0.3% 51
2015
Q1 		$332K Sell
5,488
-238
-4% -$14.1K 0.19% 70
2014
Q4 		$358K Buy
+5,726
New +$345K 0.21% 64

Other funds holding JPM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealth Architects's JPM Position: Q2 2026 in Review

Wealth Architects reduced its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, selling an estimated $34.2K and leaving 12,817 shares worth $4.2M. The position accounts for 0.33% of the portfolio, ranked #51.

Wealth Architects first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.22M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Architects held 12,817 shares of JPMorgan Chase worth $4.2M as of Q2 2026.
  • Wealth Architects sold 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 0.33% of Wealth Architects's portfolio in Q2 2026, its #51 holding.
  • Wealth Architects first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's JPMorgan Chase position peaked at $4.22M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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