WealthGarden F.S.’s JPMorgan Chase JPM Stock Holding History

WealthGarden F.S.’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	$998K	Buy	3,049 +11	+0.4%	+$3.42K	0.57%	52
2026 Q1	$894K	Sell	3,038 -82	-3%	-$24.9K	0.61%	55
2025 Q4	$939K	Sell	3,120 -26	-0.8%	-$8.05K	0.62%	51
2025 Q3	$951K	Buy	3,146 +2	+0.1%	+$595	0.68%	42
2025 Q2	$931K	Buy	3,144 +3	+0.1%	+$766	0.77%	40
2025 Q1	$770K	Buy	3,141 +10	+0.3%	+$2.55K	0.74%	48
2024 Q4	$751K	Buy	3,131 +9	+0.3%	+$2.1K	0.7%	46
2024 Q3	$658K	Hold	3,122	–	–	0.64%	50
2024 Q2	$631K	Buy	+3,122	New	+$610K	0.67%	52

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WealthGarden F.S.'s JPM Position: Q2 2026 in Review

WealthGarden F.S. increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,049 shares worth $998K. The position accounts for 0.57% of the portfolio, ranked #52.

WealthGarden F.S. first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WealthGarden F.S. held 3,049 shares of JPMorgan Chase worth $998K as of Q2 2026.
WealthGarden F.S. bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
JPMorgan Chase made up 0.57% of WealthGarden F.S.'s portfolio in Q2 2026, its #52 holding.
WealthGarden F.S. first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.