Wealthstar Advisors’s JPMorgan Chase JPM Stock Holding History

Wealthstar Advisors’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	$860K	Buy	2,626 +107	+4%	+$33.2K	0.25%	55
2026 Q1	$741K	Sell	2,519 -98	-4%	-$29.7K	0.35%	63
2025 Q4	$843K	Buy	2,617 +7	+0.3%	+$2.17K	0.37%	51
2025 Q3	$823K	Buy	2,610 +135	+5%	+$40.2K	0.32%	62
2025 Q2	$718K	Sell	2,475 -153	-6%	-$39K	0.27%	68
2025 Q1	$645K	Buy	2,628 +770	+41%	+$196K	0.3%	74
2024 Q4	$445K	Buy	+1,858	New	+$433K	0.19%	92
2024 Q2	–	Sell	-1,460	Closed	-$292K	–	94
2024 Q1	$292K	Buy	+1,460	New	+$263K	0.1%	109
2022 Q1	–	Sell	-1,305	Closed	-$206K	–	98
2021 Q4	$206K	Sell	1,305 -38	-3%	-$6.24K	0.07%	80
2021 Q3	$220K	Buy	+1,343	New	+$211K	0.07%	83

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

Wealthstar Advisors's JPM Position: Q2 2026 in Review

Wealthstar Advisors increased its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, buying an estimated $33.2K and bringing the position to 2,626 shares worth $860K. The position accounts for 0.25% of the portfolio, ranked #55.

Wealthstar Advisors first reported a position in JPM in Q3 2021 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wealthstar Advisors held 2,626 shares of JPMorgan Chase worth $860K as of Q2 2026.
Wealthstar Advisors bought 107 JPMorgan Chase shares in Q2 2026, an estimated $33.2K.
JPMorgan Chase made up 0.25% of Wealthstar Advisors's portfolio in Q2 2026, its #55 holding.
Wealthstar Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.