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Whitaker-Myers Wealth Managers’s JPMorgan Chase JPM Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.17M Buy
6,623
+2,315
+54% +$719K 0.36% 51
2026
Q1 		$1.27M Sell
4,308
-87
-2% -$26.4K 0.25% 63
2025
Q4 		$1.42M Buy
4,395
+53
+1% +$16.4K 0.3% 64
2025
Q3 		$1.37M Sell
4,342
-4,221
-49% -$1.26M 0.3% 44
2025
Q2 		$2.48M Buy
8,563
+2,496
+41% +$637K 0.63% 22
2025
Q1 		$1.49M Buy
6,067
+2,373
+64% +$605K 0.42% 26
2024
Q4 		$885K Buy
3,694
+217
+6% +$50.5K 0.26% 43
2024
Q3 		$733K Buy
3,477
+798
+30% +$168K 0.24% 48
2024
Q2 		$542K Buy
2,679
+487
+22% +$95.2K 0.2% 56
2024
Q1 		$439K Sell
2,192
-93
-4% -$16.8K 0.19% 61
2023
Q4 		$389K Buy
2,285
+271
+13% +$41.1K 0.19% 59
2023
Q3 		$292K Hold
2,014
– – 0.18% 59
2023
Q2 		$293K Buy
2,014
+234
+13% +$32.2K 0.2% 57
2023
Q1 		$232K Buy
1,780
+58
+3% +$7.95K 0.18% 63
2022
Q4 		$231K Buy
+1,722
New +$218K 0.22% 62

Other funds holding JPM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return