Wealthspire Advisors (New York)’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 | $37.5M | Buy |
114,563
+51,054
| +80% | +$15.9M | 0.21% | 79 |
|
|
2026
Q1 | $18.7M | Sell |
63,509
-32,408
| -34% | -$9.84M | 0.15% | 78 |
|
|
2025
Q4 | $30.9M | Buy |
95,917
+21,636
| +29% | +$6.7M | 0.25% | 63 |
|
|
2025
Q3 | $23.4M | Sell |
74,281
-5,098
| -6% | -$1.52M | 0.12% | 77 |
|
|
2025
Q2 | $23M | Buy |
79,379
+2,051
| +3% | +$523K | 0.13% | 74 |
|
|
2025
Q1 | $19M | Sell |
77,328
-1,180
| -2% | -$301K | 0.11% | 81 |
|
|
2024
Q4 | $18.8M | Buy |
78,508
+1,587
| +2% | +$370K | 0.19% | 64 |
|
|
2024
Q3 | $16.2M | Buy |
76,921
+3,060
| +4% | +$645K | 0.17% | 70 |
|
|
2024
Q2 | $14.9M | Buy |
73,861
+22,350
| +43% | +$4.37M | 0.19% | 57 |
|
|
2024
Q1 | $10.3M | Sell |
51,511
-3,024
| -6% | -$546K | 0.14% | 70 |
|
|
2023
Q4 | $9.28M | Buy |
54,535
+5,241
| +11% | +$794K | 0.13% | 76 |
|
|
2023
Q3 | $7.15M | Buy |
49,294
+13,049
| +36% | +$1.96M | 0.12% | 86 |
|
|
2023
Q2 | $5.27M | Buy |
36,245
+2,996
| +9% | +$412K | 0.09% | 95 |
|
|
2023
Q1 | $4.33M | Sell |
33,249
-7,402
| -18% | -$1.01M | 0.07% | 102 |
|
|
2022
Q4 | $5.45M | Buy |
40,651
+6,510
| +19% | +$825K | 0.1% | 93 |
|
|
2022
Q3 | $3.57M | Buy |
34,141
+213
| +0.6% | +$24.4K | 0.07% | 108 |
|
|
2022
Q2 | $3.82M | Buy |
33,928
+7,276
| +27% | +$901K | 0.08% | 103 |
|
|
2022
Q1 | $3.63M | Sell |
26,652
-8,050
| -23% | -$1.19M | 0.08% | 93 |
|
|
2021
Q4 | $5.5M | Sell |
34,702
-6,194
| -15% | -$1.02M | 0.12% | 78 |
|
|
2021
Q3 | $6.69M | Buy |
40,896
+15,110
| +59% | +$2.37M | 0.14% | 76 |
|
|
2021
Q2 | $4.01M | Sell |
25,786
-32,593
| -56% | -$5.12M | 0.11% | 74 |
|
|
2021
Q1 | $8.89M | Buy |
58,379
+7,611
| +15% | +$1.09M | 0.21% | 60 |
|
|
2020
Q4 | $6.45M | Buy |
50,768
+23,150
| +84% | +$2.59M | 0.19% | 62 |
|
|
2020
Q3 | $2.66M | Buy |
27,618
+4,661
| +20% | +$458K | 0.16% | 67 |
|
|
2020
Q2 | $2.16M | Sell |
22,957
-39,792
| -63% | -$3.78M | 0.15% | 63 |
|
|
2020
Q1 | $5.65M | Buy |
62,749
+50,143
| +398% | +$6.09M | 0.24% | 62 |
|
|
2019
Q4 | $1.76M | Buy |
12,606
+3,992
| +46% | +$512K | 0.13% | 46 |
|
|
2019
Q3 | $1.01M | Buy |
8,614
+5,073
| +143% | +$574K | 0.08% | 48 |
|
|
2019
Q2 | $396K | Buy |
+3,541
| New | +$390K | 0.03% | 55 |
|
|
2019
Q1 | – | Sell |
-4,369
| Closed | -$427K | – | 437 |
|
|
2018
Q4 | $427K | Buy |
+4,369
| New | +$465K | 0.04% | 39 |
|
Other funds holding JPM
Wealthspire Advisors (New York)'s JPM Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its JPMorgan Chase (JPM) stake by 80% in Q2 2026, buying an estimated $15.9M and bringing the position to 114,563 shares worth $37.5M. The position accounts for 0.21% of the portfolio, ranked #79.
Wealthspire Advisors (New York) first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Wealthspire Advisors (New York) held 114,563 shares of JPMorgan Chase worth $37.5M as of Q2 2026.
- Wealthspire Advisors (New York) bought 51,054 JPMorgan Chase shares in Q2 2026, an estimated $15.9M.
- JPMorgan Chase made up 0.21% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #79 holding.
- Wealthspire Advisors (New York) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.