Wealthcare Advisory Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Sell |
61,535
-8,292
| -12% | -$2.58M | 0.38% | 51 |
|
|
2026
Q1 | $20.5M | Sell |
69,827
-191
| -0.3% | -$58K | 0.4% | 49 |
|
|
2025
Q4 | $22.6M | Buy |
70,018
+14,026
| +25% | +$4.34M | 0.44% | 43 |
|
|
2025
Q3 | $17.7M | Buy |
55,992
+507
| +0.9% | +$151K | 0.37% | 51 |
|
|
2025
Q2 | $16.1M | Buy |
55,485
+3,080
| +6% | +$786K | 0.37% | 54 |
|
|
2025
Q1 | $12.9M | Sell |
52,405
-115
| -0.2% | -$29.3K | 0.34% | 61 |
|
|
2024
Q4 | $12.6M | Sell |
52,520
-1,697
| -3% | -$395K | 0.35% | 57 |
|
|
2024
Q3 | $11.4M | Sell |
54,217
-956
| -2% | -$201K | 0.33% | 61 |
|
|
2024
Q2 | $11.2M | Buy |
55,173
+4,213
| +8% | +$824K | 0.35% | 56 |
|
|
2024
Q1 | $10.2M | Buy |
50,960
+11,572
| +29% | +$2.09M | 0.33% | 56 |
|
|
2023
Q4 | $6.7M | Sell |
39,388
-3,403
| -8% | -$516K | 0.27% | 69 |
|
|
2023
Q3 | $6.21M | Sell |
42,791
-331
| -0.8% | -$49.6K | 0.29% | 69 |
|
|
2023
Q2 | $6.27M | Buy |
43,122
+150
| +0.3% | +$20.6K | 0.28% | 71 |
|
|
2023
Q1 | $5.6M | Buy |
42,972
+1,305
| +3% | +$179K | 0.24% | 79 |
|
|
2022
Q4 | $5.59M | Buy |
41,667
+110
| +0.3% | +$13.9K | 0.27% | 72 |
|
|
2022
Q3 | $4.34M | Buy |
41,557
+18,080
| +77% | +$2.07M | 0.25% | 83 |
|
|
2022
Q2 | $2.64M | Buy |
23,477
+611
| +3% | +$75.7K | 0.16% | 97 |
|
|
2022
Q1 | $3.12M | Buy |
22,866
+921
| +4% | +$136K | 0.19% | 66 |
|
|
2021
Q4 | $3.48M | Sell |
21,945
-1,007
| -4% | -$165K | 0.21% | 63 |
|
|
2021
Q3 | $3.76M | Buy |
22,952
+955
| +4% | +$150K | 0.25% | 62 |
|
|
2021
Q2 | $3.42M | Sell |
21,997
-643
| -3% | -$101K | 0.23% | 66 |
|
|
2021
Q1 | $3.45M | Buy |
22,640
+5,714
| +34% | +$822K | 0.25% | 56 |
|
|
2020
Q4 | $2.15M | Sell |
16,926
-488
| -3% | -$54.5K | 0.19% | 72 |
|
|
2020
Q3 | $1.68M | Sell |
17,414
-107
| -0.6% | -$10.5K | 0.18% | 76 |
|
|
2020
Q2 | $1.65M | Buy |
17,521
+723
| +4% | +$68.6K | 0.21% | 64 |
|
|
2020
Q1 | $1.51M | Buy |
16,798
+5,806
| +53% | +$705K | 0.22% | 58 |
|
|
2019
Q4 | $1.53M | Buy |
10,992
+183
| +2% | +$23.5K | 0.19% | 70 |
|
|
2019
Q3 | $1.27M | Buy |
10,809
+607
| +6% | +$68.7K | 0.18% | 70 |
|
|
2019
Q2 | $1.14M | Sell |
10,202
-158
| -2% | -$17.4K | 0.18% | 72 |
|
|
2019
Q1 | $1.05M | Sell |
10,360
-469
| -4% | -$48.3K | 0.18% | 72 |
|
|
2018
Q4 | $1.06M | Sell |
10,829
-83
| -0.8% | -$8.84K | 0.21% | 68 |
|
|
2018
Q3 | $1.23M | Buy |
10,912
+341
| +3% | +$38.7K | 0.23% | 62 |
|
|
2018
Q2 | $1.1M | Buy |
10,571
+636
| +6% | +$69.8K | 0.22% | 65 |
|
|
2018
Q1 | $1.09M | Buy |
9,935
+1,115
| +13% | +$126K | 0.25% | 55 |
|
|
2017
Q4 | $943K | Buy |
8,820
+1,784
| +25% | +$181K | 0.24% | 56 |
|
|
2017
Q3 | $672K | Buy |
+7,036
| New | +$649K | 0.2% | 64 |
|
Other funds holding JPM
Wealthcare Advisory Partners's JPM Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $2.58M and leaving 61,535 shares worth $20.1M. The position accounts for 0.38% of the portfolio, ranked #51.
Wealthcare Advisory Partners first reported a position in JPM in Q3 2017 and has held it in 36 quarters since. The position peaked at $22.6M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Wealthcare Advisory Partners held 61,535 shares of JPMorgan Chase worth $20.1M as of Q2 2026.
- Wealthcare Advisory Partners sold 8,292 JPMorgan Chase shares in Q2 2026, an estimated $2.58M.
- JPMorgan Chase made up 0.38% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #51 holding.
- Wealthcare Advisory Partners first reported a position in JPMorgan Chase in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's JPMorgan Chase position peaked at $22.6M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.