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Wealth Group’s JPMorgan Chase JPM Stock Holding History

Wealth Group’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 		$2.69M Buy
8,232
+3,686
+81% +$1.14M 0.67% 40
2026
Q1 		$1.34M Buy
4,546
+331
+8% +$100K 1.25% 25
2025
Q4 		$1.36M Buy
+4,215
New +$1.3M 1.32% 19
2025
Q2 		$1.18M Sell
4,052
-3,197
-44% -$816K 1.17% 23
2025
Q1 		$1.78M Sell
7,249
-186
-3% -$47.4K 1.15% 20
2024
Q4 		$1.78M Sell
7,435
-15
-0.2% -$3.49K 1.15% 19
2024
Q3 		$1.57M Sell
7,450
-64
-0.9% -$13.5K 1.05% 20
2024
Q2 		$1.52M Sell
7,514
-26
-0.3% -$5.08K 1.09% 19
2024
Q1 		$1.51M Buy
+7,540
New +$1.36M 1.14% 20

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Wealth Group's JPM Position: Q2 2026 in Review

Wealth Group increased its JPMorgan Chase (JPM) stake by 81% in Q2 2026, buying an estimated $1.14M and bringing the position to 8,232 shares worth $2.69M. The position accounts for 0.67% of the portfolio, ranked #40.

Wealth Group first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Group held 8,232 shares of JPMorgan Chase worth $2.69M as of Q2 2026.
  • Wealth Group bought 3,686 JPMorgan Chase shares in Q2 2026, an estimated $1.14M.
  • JPMorgan Chase made up 0.67% of Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Wealth Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.