Wesleyan Assurance Society’s JPMorgan Chase JPM Stock Holding History

Wesleyan Assurance Society’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	$47.7M	Buy	145,884 +280	+0.2%	+$87K	2.41%	12
2026 Q1	$42.8M	Hold	145,604	–	–	2.53%	10
2025 Q4	$46.9M	Buy	145,604 +300	+0.2%	+$92.9K	2.71%	9
2025 Q3	$45.8M	Sell	145,304 -1,275	-0.9%	-$379K	2.74%	9
2025 Q2	$42.5M	Hold	146,579	–	–	2.75%	8
2025 Q1	$36M	Buy	146,579 +1,835	+1%	+$468K	2.67%	8
2024 Q4	$34.7M	Sell	144,744 -513	-0.4%	-$119K	2.66%	9
2024 Q3	$30.6M	Hold	145,257	–	–	2.43%	8
2024 Q2	$29.4M	Hold	145,257	–	–	2.55%	8
2024 Q1	$29.1M	Sell	145,257 -4,950	-3%	-$893K	2.58%	8
2023 Q4	$25.6M	Hold	150,207	–	–	2.53%	8
2023 Q3	$21.8M	Hold	150,207	–	–	2.42%	9
2023 Q2	$21.8M	Hold	150,207	–	–	2.33%	9
2023 Q1	$19.6M	Hold	150,207	–	–	2.27%	9
2022 Q4	$20.1M	Hold	150,207	–	–	2.48%	8
2022 Q3	$15.7M	Hold	150,207	–	–	2.41%	9
2022 Q2	$16.9M	Buy	150,207 +2,500	+2%	+$310K	2.42%	8
2022 Q1	$20.1M	Sell	147,707 -2,500	-2%	-$369K	2.45%	6
2021 Q4	$23.8M	Hold	150,207	–	–	2.81%	5
2021 Q3	$24.6M	Hold	150,207	–	–	3.14%	4
2021 Q2	$23.4M	Hold	150,207	–	–	2.93%	5
2021 Q1	$22.9M	Sell	150,207 -3,000	-2%	-$432K	3.04%	4
2020 Q4	$19.5M	Hold	153,207	–	–	2.79%	5
2020 Q3	$14.7M	Hold	153,207	–	–	2.43%	11
2020 Q2	$14.4M	Hold	153,207	–	–	2.53%	9
2020 Q1	$13.8M	Hold	153,207	–	–	2.94%	6
2019 Q4	$21.4M	Hold	153,207	–	–	4%	3
2019 Q3	$18M	Hold	153,207	–	–	3.61%	3
2019 Q2	$17.1M	Hold	153,207	–	–	3.38%	4
2019 Q1	$15.5M	Buy	+153,207	New	+$15.8M	3.22%	5

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wesleyan Assurance Society's JPM Position: Q2 2026 in Review

Wesleyan Assurance Society increased its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, buying an estimated $87K and bringing the position to 145,884 shares worth $47.7M. The position accounts for 2.41% of the portfolio, ranked #12.

Wesleyan Assurance Society first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wesleyan Assurance Society held 145,884 shares of JPMorgan Chase worth $47.7M as of Q2 2026.
Wesleyan Assurance Society bought 280 JPMorgan Chase shares in Q2 2026, an estimated $87K.
JPMorgan Chase made up 2.41% of Wesleyan Assurance Society's portfolio in Q2 2026, its #12 holding.
Wesleyan Assurance Society first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wesleyan Assurance Society's 13F filing for Q2 2026, filed 28 Jul 2026.