Werba Rubin Papier Wealth Management’s JPMorgan Chase JPM Stock Holding History

Werba Rubin Papier Wealth 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	$2.29M	Buy	6,999 +245	+4%	+$76.1K	0.28%	55
2026 Q1	$1.99M	Buy	6,754 +886	+15%	+$269K	0.28%	56
2025 Q4	$1.89M	Buy	5,868 +47	+0.8%	+$14.6K	0.51%	38
2025 Q3	$1.84M	Buy	5,821 +743	+15%	+$221K	0.3%	51
2025 Q2	$1.47M	Buy	5,078 +586	+13%	+$150K	0.28%	54
2025 Q1	$1.1M	Sell	4,492 -129	-3%	-$32.9K	0.24%	61
2024 Q4	$1.11M	Sell	4,621 -142	-3%	-$33.1K	0.26%	57
2024 Q3	$1M	Buy	4,763 +376	+9%	+$79.2K	0.24%	66
2024 Q2	$887K	Sell	4,387 -749	-15%	-$146K	0.24%	61
2024 Q1	$1.03M	Sell	5,136 -620	-11%	-$112K	0.3%	44
2023 Q4	$979K	Buy	5,756 +138	+2%	+$20.9K	0.33%	36
2023 Q3	$815K	Buy	5,618 +6	+0.1%	+$899	0.29%	45
2023 Q2	$816K	Buy	5,612 +175	+3%	+$24.1K	0.28%	44
2023 Q1	$708K	Buy	5,437 +267	+5%	+$36.6K	0.28%	47
2022 Q4	$693K	Buy	+5,170	New	+$655K	0.29%	36

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Werba Rubin Papier Wealth Management's JPM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, buying an estimated $76.1K and bringing the position to 6,999 shares worth $2.29M. The position accounts for 0.28% of the portfolio, ranked #55.

Werba Rubin Papier Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,999 shares of JPMorgan Chase worth $2.29M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
JPMorgan Chase made up 0.28% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #55 holding.
Werba Rubin Papier Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.