Wedmont Private Capital’s JPMorgan Chase JPM Stock Holding History

Wedmont Private Capital’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	$18.2M	Buy	54,011 +3,424	+7%	+$1.06M	0.5%	32
2026 Q1	$15.6M	Buy	50,587 +2,776	+6%	+$842K	0.5%	30
2025 Q4	$15.6M	Buy	47,811 +1,694	+4%	+$524K	0.54%	31
2025 Q3	$14.2M	Buy	46,117 +2,070	+5%	+$616K	0.53%	31
2025 Q2	$12.5M	Buy	44,047 +1,548	+4%	+$395K	0.53%	29
2025 Q1	$10M	Buy	42,499 +1,783	+4%	+$455K	0.51%	33
2024 Q4	$9.77M	Buy	40,716 +4,107	+11%	+$957K	0.52%	32
2024 Q3	$7.72M	Buy	36,609 +1,448	+4%	+$305K	0.44%	36
2024 Q2	$7.21M	Buy	35,161 +3,059	+10%	+$598K	0.45%	38
2024 Q1	$6.33M	Buy	32,102 +1,662	+5%	+$300K	0.46%	34
2023 Q4	$5.24M	Buy	30,440 +4,050	+15%	+$614K	0.43%	36
2023 Q3	$3.82M	Buy	26,390 +2,188	+9%	+$328K	0.39%	40
2023 Q2	$3.62M	Buy	24,202 +5,075	+27%	+$698K	0.39%	43
2023 Q1	$2.45M	Buy	19,127 +1,577	+9%	+$216K	0.32%	50
2022 Q4	$2.42M	Buy	17,550 +2,982	+20%	+$378K	0.36%	46
2022 Q3	$1.52M	Buy	14,568 +1,622	+13%	+$186K	0.31%	52
2022 Q2	$1.46M	Buy	12,946 +2,853	+28%	+$353K	0.31%	51
2022 Q1	$1.37M	Buy	10,093 +1,017	+11%	+$150K	0.31%	56
2021 Q4	$1.53M	Buy	+9,076	New	+$1.49M	0.47%	40

Other funds holding JPM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital's JPM Position: Q2 2026 in Review

Wedmont Private Capital increased its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, buying an estimated $1.06M and bringing the position to 54,011 shares worth $18.2M. The position accounts for 0.5% of the portfolio, ranked #32.

Wedmont Private Capital first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wedmont Private Capital held 54,011 shares of JPMorgan Chase worth $18.2M as of Q2 2026.
Wedmont Private Capital bought 3,424 JPMorgan Chase shares in Q2 2026, an estimated $1.06M.
JPMorgan Chase made up 0.5% of Wedmont Private Capital's portfolio in Q2 2026, its #32 holding.
Wedmont Private Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.