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Websterrogers Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Websterrogers Financial 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 		$422K Hold
1,289
– – 0.11% 68
2026
Q1 		$379K Buy
1,289
+142
+12% +$43.1K 0.11% 62
2025
Q4 		$370K Hold
1,147
– – 0.11% 62
2025
Q3 		$362K Hold
1,147
– – 0.11% 61
2025
Q2 		$333K Hold
1,147
– – 0.11% 62
2025
Q1 		$282K Hold
1,147
– – 0.1% 66
2024
Q4 		$275K Buy
+1,147
New +$267K 0.1% 65
2024
Q2 		– Sell
-1,846
Closed -$370K – 71
2024
Q1 		$370K Sell
1,846
-290
-14% -$52.3K 0.13% 54
2023
Q4 		$363K Sell
2,136
-158
-7% -$23.9K 0.15% 52
2023
Q3 		$333K Buy
2,294
+14
+0.6% +$2.1K 0.15% 54
2023
Q2 		$332K Buy
2,280
+15
+0.7% +$2.06K 0.14% 52
2023
Q1 		$295K Buy
2,265
+16
+0.7% +$2.19K 0.14% 52
2022
Q4 		$302K Buy
2,249
+17
+0.8% +$2.15K 0.15% 51
2022
Q3 		$233K Buy
2,232
+89
+4% +$10.2K 0.12% 47
2022
Q2 		$241K Sell
2,143
-53
-2% -$6.57K 0.12% 52
2022
Q1 		$297K Buy
2,196
+98
+5% +$14.5K 0.15% 54
2021
Q4 		$332K Sell
2,098
-279
-12% -$45.8K 0.08% 53
2021
Q3 		$389K Buy
2,377
+12
+0.5% +$1.88K 0.09% 45
2021
Q2 		$348K Buy
2,365
+12
+0.5% +$1.89K 0.08% 46
2021
Q1 		$358K Buy
2,353
+14
+0.6% +$2.01K 0.1% 40
2020
Q4 		$323K Buy
+2,339
New +$261K 0.09% 39

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Websterrogers Financial Advisors's JPM Position: Q2 2026 in Review

Websterrogers Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,289 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #68.

Websterrogers Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. 991 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Websterrogers Financial Advisors held 1,289 shares of JPMorgan Chase worth $422K as of Q2 2026.
  • Websterrogers Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.11% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Websterrogers Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • 991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.