WealthTrust Asset Management’s JPMorgan Chase JPM Stock Holding History

WealthTrust Asset Management’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	$1.04M	Sell	3,184 -94	-3%	-$29.2K	0.56%	38
2026 Q1	$964K	Buy	3,278 +190	+6%	+$57.7K	0.58%	36
2025 Q4	$995K	Buy	3,088 +6	+0.2%	+$1.86K	0.7%	36
2025 Q3	$972K	Buy	3,082 +6	+0.2%	+$1.78K	0.67%	33
2025 Q2	$892K	Sell	3,076 -608	-17%	-$155K	0.67%	37
2025 Q1	$904K	Sell	3,684 -194	-5%	-$49.5K	0.67%	32
2024 Q4	$930K	Sell	3,878 -112	-3%	-$26.1K	0.67%	38
2024 Q3	$841K	Buy	3,990 +207	+5%	+$43.6K	0.63%	39
2024 Q2	$765K	Buy	3,783 +8	+0.2%	+$1.56K	0.56%	47
2024 Q1	$756K	Sell	3,775 -2,175	-37%	-$392K	0.58%	42
2023 Q4	$1.01M	Buy	5,950 +4,436	+293%	+$672K	0.85%	31
2023 Q3	$220K	Buy	1,514 +8	+0.5%	+$1.2K	0.2%	66
2023 Q2	$219K	Sell	1,506 -43	-3%	-$5.91K	0.2%	66
2023 Q1	$202K	Buy	1,549 +56	+4%	+$7.67K	0.19%	69
2022 Q4	$200K	Sell	1,493 -657	-31%	-$83.2K	0.19%	63
2022 Q3	$225K	Buy	2,150 +11	+0.5%	+$1.26K	0.24%	57
2022 Q2	$241K	Sell	2,139 -13,693	-86%	-$1.7M	0.23%	62
2022 Q1	$2.16M	Sell	15,832 -1,254	-7%	-$185K	1.54%	21
2021 Q4	$2.71M	Buy	17,086 +414	+2%	+$68K	1.8%	19
2021 Q3	$2.73M	Buy	16,672 +7,354	+79%	+$1.15M	2.43%	13
2021 Q2	$1.45M	Buy	+9,318	New	+$1.46M	1.26%	32

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

WealthTrust Asset Management's JPM Position: Q2 2026 in Review

WealthTrust Asset Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $29.2K and leaving 3,184 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #38.

WealthTrust Asset Management first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.73M in Q3 2021. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WealthTrust Asset Management held 3,184 shares of JPMorgan Chase worth $1.04M as of Q2 2026.
WealthTrust Asset Management sold 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
JPMorgan Chase made up 0.56% of WealthTrust Asset Management's portfolio in Q2 2026, its #38 holding.
WealthTrust Asset Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
WealthTrust Asset Management's JPMorgan Chase position peaked at $2.73M in Q3 2021.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.