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Wealthquest’s JPMorgan Chase JPM Stock Holding History

Wealthquest’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 		$3.15M Buy
9,622
+558
+6% +$173K 0.2% 31
2026
Q1 		$2.67M Sell
9,064
-331
-4% -$100K 0.19% 30
2025
Q4 		$3.03M Buy
+9,395
New +$2.91M 0.23% 29
2025
Q3 		– Sell
-8,925
Closed -$2.59M – 91
2025
Q2 		$2.59M Buy
8,925
+132
+2% +$33.7K 0.2% 30
2025
Q1 		$2.16M Sell
8,793
-130
-1% -$33.1K 0.18% 30
2024
Q4 		$2.14M Buy
8,923
+71
+0.8% +$16.5K 0.17% 34
2024
Q3 		$1.83M Sell
8,852
-18
-0.2% -$3.79K 0.16% 35
2024
Q2 		$1.79M Sell
8,870
-166
-2% -$32.5K 0.19% 34
2024
Q1 		$1.81M Sell
9,036
-404
-4% -$72.9K 0.19% 33
2023
Q4 		$1.61M Buy
9,440
+208
+2% +$31.5K 0.18% 39
2023
Q3 		$1.34M Buy
9,232
+10
+0.1% +$1.5K 0.16% 44
2023
Q2 		$1.34M Buy
9,222
+21
+0.2% +$2.89K 0.16% 44
2023
Q1 		$1.2M Sell
9,201
-242
-3% -$33.2K 0.16% 44
2022
Q4 		$1.27M Sell
9,443
-250
-3% -$31.7K 0.16% 44
2022
Q3 		$1.01M Buy
9,693
+711
+8% +$81.6K 0.14% 48
2022
Q2 		$1.09M Sell
8,982
-969
-10% -$120K 0.16% 50
2022
Q1 		$1.57M Hold
9,951
– – 0.24% 41
2021
Q4 		$1.57M Sell
9,951
-436
-4% -$71.6K 0.24% 41
2021
Q3 		$1.7M Buy
10,387
+239
+2% +$37.5K 0.29% 36
2021
Q2 		$1.58M Sell
10,148
-996
-9% -$156K 0.27% 36
2021
Q1 		$1.7M Buy
11,144
+1,345
+14% +$194K 0.32% 35
2020
Q4 		$1.25M Buy
9,799
+375
+4% +$41.9K 0.27% 38
2020
Q3 		$907K Hold
9,424
– – 0.22% 42
2020
Q2 		$886K Buy
+9,424
New +$894K 0.23% 48
2019
Q4 		$1.46M Buy
10,500
+1,566
+18% +$201K 0.42% 45
2019
Q3 		$1.05M Sell
8,934
-908
-9% -$103K 0.35% 53
2019
Q2 		$1.1M Buy
9,842
+211
+2% +$23.3K 0.42% 48
2019
Q1 		$974K Buy
9,631
+62
+0.6% +$6.39K 0.37% 52
2018
Q4 		$934K Buy
+9,569
New +$1.02M 0.38% 47
2015
Q3 		$545K Sell
8,932
-100
-1% -$6.55K 0.99% 13
2015
Q2 		$612K Sell
9,032
-966
-10% -$63.1K 0.9% 14
2015
Q1 		$606K Hold
9,998
– – 0.87% 15
2014
Q4 		$626K Buy
+9,998
New +$602K 0.64% 16

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Wealthquest's JPM Position: Q2 2026 in Review

Wealthquest increased its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, buying an estimated $173K and bringing the position to 9,622 shares worth $3.15M. The position accounts for 0.2% of the portfolio, ranked #31.

Wealthquest first reported a position in JPM in Q4 2014 and has held it in 33 quarters since. 1,868 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealthquest held 9,622 shares of JPMorgan Chase worth $3.15M as of Q2 2026.
  • Wealthquest bought 558 JPMorgan Chase shares in Q2 2026, an estimated $173K.
  • JPMorgan Chase made up 0.2% of Wealthquest's portfolio in Q2 2026, its #31 holding.
  • Wealthquest first reported a position in JPMorgan Chase in Q4 2014 and has held it in 33 quarters since.
  • 1,868 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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