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Wealthspan Partners’s JPMorgan Chase JPM Stock Holding History

Wealthspan Partners’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 		$620K Sell
1,895
-20
-1% -$6.21K 0.2% 73
2026
Q1 		$563K Sell
1,915
-49
-2% -$14.9K 0.2% 73
2025
Q4 		$633K Sell
1,964
-4
-0.2% -$1.24K 0.23% 67
2025
Q3 		$621K Hold
1,968
– – 0.24% 64
2025
Q2 		$570K Buy
1,968
+100
+5% +$25.5K 0.24% 62
2025
Q1 		$458K Sell
1,868
-3
-0.2% -$765 0.21% 67
2024
Q4 		$449K Sell
1,871
-36
-2% -$8.38K 0.21% 71
2024
Q3 		$402K Sell
1,907
-23
-1% -$4.84K 0.2% 75
2024
Q2 		$390K Sell
1,930
-22
-1% -$4.3K 0.22% 70
2024
Q1 		$391K Hold
1,952
– – 0.23% 66
2023
Q4 		$332K Sell
1,952
-188
-9% -$28.5K 0.23% 63
2023
Q3 		$310K Sell
2,140
-98
-4% -$14.7K 0.25% 65
2023
Q2 		$325K Sell
2,238
-74
-3% -$10.2K 0.26% 60
2023
Q1 		$301K Sell
2,312
-211
-8% -$28.9K 0.26% 60
2022
Q4 		$338K Buy
2,523
+26
+1% +$3.29K 0.31% 56
2022
Q3 		$261K Buy
2,497
+48
+2% +$5.51K 0.27% 59
2022
Q2 		$276K Buy
2,449
+2
+0.1% +$248 0.29% 57
2022
Q1 		$334K Buy
2,447
+2
+0.1% +$295 0.3% 55
2021
Q4 		$387K Buy
+2,445
New +$402K 0.34% 50

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealthspan Partners's JPM Position: Q2 2026 in Review

Wealthspan Partners reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $6.21K and leaving 1,895 shares worth $620K. The position accounts for 0.2% of the portfolio, ranked #73.

Wealthspan Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $633K in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealthspan Partners held 1,895 shares of JPMorgan Chase worth $620K as of Q2 2026.
  • Wealthspan Partners sold 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
  • JPMorgan Chase made up 0.2% of Wealthspan Partners's portfolio in Q2 2026, its #73 holding.
  • Wealthspan Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's JPMorgan Chase position peaked at $633K in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.