Weaver Consulting Group’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 | $1.07M | Sell |
3,272
-2
| -0.1% | -$621 | 0.22% | 88 |
|
|
2026
Q1 | $963K | Sell |
3,274
-32
| -1% | -$9.71K | 0.23% | 90 |
|
|
2025
Q4 | $1.07M | Buy |
3,306
+23
| +0.7% | +$7.12K | 0.26% | 78 |
|
|
2025
Q3 | $1.04M | Buy |
3,283
+79
| +2% | +$23.5K | 0.26% | 76 |
|
|
2025
Q2 | $929K | Buy |
3,204
+30
| +0.9% | +$7.66K | 0.26% | 78 |
|
|
2025
Q1 | $779K | Sell |
3,174
-51
| -2% | -$13K | 0.23% | 83 |
|
|
2024
Q4 | $773K | Sell |
3,225
-9
| -0.3% | -$2.1K | 0.24% | 81 |
|
|
2024
Q3 | $682K | Sell |
3,234
-346
| -10% | -$72.9K | 0.22% | 88 |
|
|
2024
Q2 | $724K | Buy |
3,580
+584
| +19% | +$114K | 0.25% | 82 |
|
|
2024
Q1 | $600K | Sell |
2,996
-131
| -4% | -$23.6K | 0.22% | 85 |
|
|
2023
Q4 | $532K | Sell |
3,127
-4
| -0.1% | -$606 | 0.22% | 81 |
|
|
2023
Q3 | $454K | Sell |
3,131
-117
| -4% | -$17.5K | 0.21% | 89 |
|
|
2023
Q2 | $472K | Buy |
3,248
+58
| +2% | +$7.98K | 0.21% | 86 |
|
|
2023
Q1 | $416K | Sell |
3,190
-186
| -6% | -$25.5K | 0.19% | 99 |
|
|
2022
Q4 | $453K | Buy |
3,376
+28
| +0.8% | +$3.55K | 0.23% | 83 |
|
|
2022
Q3 | $350K | Buy |
3,348
+26
| +0.8% | +$2.98K | 0.2% | 96 |
|
|
2022
Q2 | $374K | Buy |
3,322
+101
| +3% | +$12.5K | 0.21% | 97 |
|
|
2022
Q1 | $439K | Buy |
3,221
+127
| +4% | +$18.7K | 0.21% | 88 |
|
|
2021
Q4 | $490K | Buy |
3,094
+59
| +2% | +$9.69K | 0.24% | 74 |
|
|
2021
Q3 | $497K | Buy |
3,035
+137
| +5% | +$21.5K | 0.27% | 68 |
|
|
2021
Q2 | $451K | Buy |
2,898
+278
| +11% | +$43.7K | 0.25% | 82 |
|
|
2021
Q1 | $399K | Sell |
2,620
-50
| -2% | -$7.19K | 0.25% | 82 |
|
|
2020
Q4 | $339K | Buy |
2,670
+20
| +0.8% | +$2.23K | 0.21% | 92 |
|
|
2020
Q3 | $255K | Buy |
2,650
+150
| +6% | +$14.7K | 0.15% | 103 |
|
|
2020
Q2 | $235K | Buy |
2,500
+539
| +27% | +$51.1K | 0.14% | 104 |
|
|
2020
Q1 | $177K | Buy |
1,961
+115
| +6% | +$14K | 0.12% | 114 |
|
|
2019
Q4 | $217K | Buy |
1,846
+56
| +3% | +$7.18K | 0.12% | 105 |
|
|
2019
Q3 | $207K | Buy |
1,790
+722
| +68% | +$81.7K | 0.11% | 100 |
|
|
2019
Q2 | $119K | Hold |
1,068
| – | – | 0.06% | 135 |
|
|
2019
Q1 | $118K | Buy |
+1,068
| New | +$110K | 0.03% | 297 |
|
Other funds holding JPM
Weaver Consulting Group's JPM Position: Q2 2026 in Review
Weaver Consulting Group reduced its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, selling an estimated $621 and leaving 3,272 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #88.
Weaver Consulting Group first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Weaver Consulting Group held 3,272 shares of JPMorgan Chase worth $1.07M as of Q2 2026.
- Weaver Consulting Group sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
- JPMorgan Chase made up 0.22% of Weaver Consulting Group's portfolio in Q2 2026, its #88 holding.
- Weaver Consulting Group first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.