Wetzel Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Wetzel Investment 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	$12.9M	Sell	39,301 -423	-1%	-$131K	4.46%	6
2026 Q1	$11.7M	Sell	39,724 -188	-0.5%	-$57.1K	4.65%	6
2025 Q4	$12.9M	Sell	39,912 -450	-1%	-$139K	5.21%	6
2025 Q3	$12.7M	Sell	40,362 -3,846	-9%	-$1.14M	5.43%	6
2025 Q2	$12.8M	Sell	44,208 -269	-0.6%	-$68.6K	5.86%	5
2025 Q1	$10.9M	Sell	44,477 -363	-0.8%	-$92.5K	5.5%	4
2024 Q4	$10.7M	Sell	44,840 -171	-0.4%	-$39.8K	5.34%	4
2024 Q3	$9.49M	Sell	45,011 -1,053	-2%	-$222K	4.77%	4
2024 Q2	$9.23M	Sell	46,064 -163	-0.4%	-$31.9K	5.28%	3
2024 Q1	$8.38M	Sell	46,227 -788	-2%	-$142K	4.93%	3
2023 Q4	$8M	Buy	+47,015	New	+$7.12M	4.91%	3

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Wetzel Investment Advisors's JPM Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $131K and leaving 39,301 shares worth $12.9M. The position accounts for 4.46% of the portfolio, ranked #6.

Wetzel Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wetzel Investment Advisors held 39,301 shares of JPMorgan Chase worth $12.9M as of Q2 2026.
Wetzel Investment Advisors sold 423 JPMorgan Chase shares in Q2 2026, an estimated $131K.
JPMorgan Chase made up 4.46% of Wetzel Investment Advisors's portfolio in Q2 2026, its #6 holding.
Wetzel Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.