Williams & Novak’s JPMorgan Chase JPM Stock Holding History

Williams & Novak’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	$459K	Sell	1,404 -14	-1%	-$4.35K	0.3%	75
2026 Q1	$419K	Buy	1,418 +128	+10%	+$38.8K	0.31%	71
2025 Q4	$416K	Buy	1,290 +91	+8%	+$28.2K	0.31%	73
2025 Q3	$378K	Buy	1,199 +6	+0.5%	+$1.78K	0.29%	78
2025 Q2	$346K	Sell	1,193 -100	-8%	-$25.5K	0.29%	82
2025 Q1	$315K	Buy	1,293 +43	+3%	+$11K	0.31%	78
2024 Q4	$300K	Sell	1,250 -1,159	-48%	-$270K	0.29%	81
2024 Q3	$508K	Hold	2,409	–	–	0.47%	56
2024 Q2	$487K	Buy	+2,409	New	+$471K	0.45%	55

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Williams & Novak's JPM Position: Q2 2026 in Review

Williams & Novak reduced its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, selling an estimated $4.35K and leaving 1,404 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #75.

Williams & Novak first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2024. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Williams & Novak held 1,404 shares of JPMorgan Chase worth $459K as of Q2 2026.
Williams & Novak sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.3% of Williams & Novak's portfolio in Q2 2026, its #75 holding.
Williams & Novak first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Williams & Novak's JPMorgan Chase position peaked at $508K in Q3 2024.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.