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Whipplewood Advisors’s JPMorgan Chase JPM Stock Holding History

Whipplewood 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 		$22.9K Sell
70
-533
-88% -$166K 0.02% 185
2026
Q1 		$177K Buy
603
+515
+585% +$156K 0.09% 141
2025
Q4 		$28.4K Buy
+88
New +$27.2K 0.02% 232
2025
Q3 		– Sell
-1,357
Closed -$393K – 753
2025
Q2 		$393K Sell
1,357
-8,182
-86% -$2.09M 0.22% 109
2025
Q1 		$330K Buy
9,539
+8,194
+609% +$2.09M 0.19% 110
2024
Q4 		$322K Buy
+1,345
New +$313K 0.18% 115

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Whipplewood Advisors's JPM Position: Q2 2026 in Review

Whipplewood Advisors reduced its JPMorgan Chase (JPM) stake by 88% in Q2 2026, selling an estimated $166K and leaving 70 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #185.

Whipplewood Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q2 2025. 2,742 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Whipplewood Advisors held 70 shares of JPMorgan Chase worth $22.9K as of Q2 2026.
  • Whipplewood Advisors sold 533 JPMorgan Chase shares in Q2 2026, an estimated $166K.
  • JPMorgan Chase made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #185 holding.
  • Whipplewood Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's JPMorgan Chase position peaked at $393K in Q2 2025.
  • 2,742 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.