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WealthBridge Investment Counsel’s JPMorgan Chase JPM Stock Holding History

WealthBridge Investment Counsel’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 		$18.9M Sell
57,728
-488
-0.8% -$152K 5.05% 4
2026
Q1 		$17.1M Sell
58,216
-485
-0.8% -$147K 5.23% 4
2025
Q4 		$18.9M Sell
58,701
-420
-0.7% -$130K 5.68% 2
2025
Q3 		$18.6M Sell
59,121
-600
-1% -$178K 5.75% 1
2025
Q2 		$17.3M Sell
59,721
-1,410
-2% -$360K 5.61% 1
2025
Q1 		$15M Sell
61,131
-455
-0.7% -$116K 5.46% 1
2024
Q4 		$14.8M Sell
61,586
-350
-0.6% -$81.5K 5.42% 1
2024
Q3 		$13.1M Sell
61,936
-725
-1% -$153K 4.64% 2
2024
Q2 		$12.7M Sell
62,661
-7,670
-11% -$1.5M 4.85% 1
2024
Q1 		$14.1M Sell
70,331
-1,120
-2% -$202K 5.23% 1
2023
Q4 		$12.2M Sell
71,451
-2,065
-3% -$313K 4.86% 1
2023
Q3 		$10.7M Sell
73,516
-1,050
-1% -$157K 4.65% 1
2023
Q2 		$10.8M Sell
74,566
-40
-0.1% -$5.5K 4.57% 2
2023
Q1 		$9.72M Sell
74,606
-1,135
-1% -$156K 4.3% 4
2022
Q4 		$10.2M Buy
75,741
+440
+0.6% +$55.8K 4.44% 1
2022
Q3 		$7.87M Buy
75,301
+4,166
+6% +$478K 4.14% 4
2022
Q2 		$8.01M Buy
71,135
+765
+1% +$94.8K 4.06% 6
2022
Q1 		$9.59M Buy
70,370
+1,100
+2% +$162K 4.23% 4
2021
Q4 		$11M Sell
69,270
-1,155
-2% -$190K 4.65% 4
2021
Q3 		$11.5M Sell
70,425
-2,555
-4% -$401K 5.18% 3
2021
Q2 		$11.4M Sell
72,980
-955
-1% -$150K 5.03% 3
2021
Q1 		$11.3M Sell
73,935
-275
-0.4% -$39.6K 5.5% 3
2020
Q4 		$9.43M Sell
74,210
-175
-0.2% -$19.6K 4.93% 5
2020
Q3 		$7.16M Buy
74,385
+425
+0.6% +$41.7K 4.36% 5
2020
Q2 		$6.96M Buy
73,960
+1,075
+1% +$102K 4.62% 5
2020
Q1 		$6.56M Sell
72,885
-4,875
-6% -$592K 5.57% 3
2019
Q4 		$10.8M Buy
+77,760
New +$9.97M 6.14% 2

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

WealthBridge Investment Counsel's JPM Position: Q2 2026 in Review

WealthBridge Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.84% in Q2 2026, selling an estimated $152K and leaving 57,728 shares worth $18.9M. The position accounts for 5.05% of the portfolio, ranked #4.

WealthBridge Investment Counsel first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.9M in Q4 2025. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WealthBridge Investment Counsel held 57,728 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
  • WealthBridge Investment Counsel sold 488 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 5.05% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • WealthBridge Investment Counsel first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's JPMorgan Chase position peaked at $18.9M in Q4 2025.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.