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Wellspring Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Wellspring 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 		$5.6M Sell
17,097
-632
-4% -$196K 0.37% 30
2026
Q1 		$5.22M Buy
17,729
+1,416
+9% +$430K 0.39% 32
2025
Q4 		$5.26M Buy
16,313
+12,803
+365% +$3.96M 0.42% 30
2025
Q3 		$1.11M Sell
3,510
-956
-21% -$284K 0.1% 62
2025
Q2 		$1.29M Buy
4,466
+317
+8% +$80.9K 0.13% 55
2025
Q1 		$1.02M Buy
4,149
+146
+4% +$37.2K 0.11% 57
2024
Q4 		$959K Sell
4,003
-322
-7% -$75K 0.1% 62
2024
Q3 		$912K Buy
4,325
+650
+18% +$137K 0.11% 58
2024
Q2 		$743K Buy
3,675
+403
+12% +$78.8K 0.1% 65
2024
Q1 		$655K Buy
3,272
+281
+9% +$50.7K 0.1% 60
2023
Q4 		$509K Buy
2,991
+17
+0.6% +$2.58K 0.13% 70
2023
Q3 		$431K Buy
2,974
+1,346
+83% +$202K 0.13% 65
2023
Q2 		$237K Sell
1,628
-49
-3% -$6.74K 0.07% 92
2023
Q1 		$219K Sell
1,677
-896
-35% -$123K 0.06% 103
2022
Q4 		$345K Buy
+2,573
New +$326K 0.11% 75
2022
Q3 		– Sell
-1,966
Closed -$221K – 102
2022
Q2 		$221K Sell
1,966
-50
-2% -$6.2K 0.08% 78
2022
Q1 		$275K Sell
2,016
-16
-0.8% -$2.36K 0.08% 73
2021
Q4 		$322K Buy
2,032
+127
+7% +$20.9K 0.09% 74
2021
Q3 		$312K Hold
1,905
– – 0.09% 72
2021
Q2 		$296K Sell
1,905
-1,016
-35% -$160K 0.09% 74
2021
Q1 		$263K Buy
2,921
+800
+38% +$115K 0.13% 69
2020
Q4 		$268K Sell
2,121
-298
-12% -$33.3K 0.09% 76
2020
Q3 		$233K Sell
2,419
-10
-0.4% -$982 0.09% 79
2020
Q2 		$228K Sell
2,429
-492
-17% -$46.7K 0.09% 78
2020
Q1 		$263K Buy
+2,921
New +$355K 0.13% 69

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $196K and leaving 17,097 shares worth $5.6M. The position accounts for 0.37% of the portfolio, ranked #30.

Wellspring Financial Advisors first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. 1,779 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wellspring Financial Advisors held 17,097 shares of JPMorgan Chase worth $5.6M as of Q2 2026.
  • Wellspring Financial Advisors sold 632 JPMorgan Chase shares in Q2 2026, an estimated $196K.
  • JPMorgan Chase made up 0.37% of Wellspring Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Wellspring Financial Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • 1,779 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.