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Willner & Heller’s JPMorgan Chase JPM Stock Holding History

Willner & Heller’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 		$1.89M Buy
5,762
+35
+0.6% +$10.9K 1.18% 19
2026
Q1 		$1.68M Buy
5,727
+820
+17% +$249K 1.26% 17
2025
Q4 		$1.58M Sell
4,907
-30
-0.6% -$9.29K 1.14% 20
2025
Q3 		$1.56M Sell
4,937
-49
-1% -$14.6K 1.2% 18
2025
Q2 		$1.45M Sell
4,986
-46
-0.9% -$11.7K 1.22% 18
2025
Q1 		$1.23M Sell
5,032
-10
-0.2% -$2.55K 1.14% 21
2024
Q4 		$1.21M Buy
5,042
+23
+0.5% +$5.36K 1.06% 22
2024
Q3 		$1.06M Sell
5,019
-241
-5% -$50.8K 0.94% 29
2024
Q2 		$1.06M Buy
5,260
+29
+0.6% +$5.67K 1.02% 25
2024
Q1 		$1.05M Sell
5,231
-28
-0.5% -$5.05K 1.04% 26
2023
Q4 		$895K Buy
+5,259
New +$797K 1% 29
2022
Q4 		$675K Sell
5,031
-176
-3% -$22.3K 0.96% 34
2022
Q3 		$544K Buy
5,207
+88
+2% +$10.1K 0.88% 41
2022
Q2 		$576K Buy
5,119
+256
+5% +$31.7K 0.9% 40
2022
Q1 		$770K Sell
4,863
-179
-4% -$26.4K 0.95% 32
2021
Q4 		$825K Buy
+5,042
New +$828K 1.1% 19

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Willner & Heller's JPM Position: Q2 2026 in Review

Willner & Heller increased its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,762 shares worth $1.89M. The position accounts for 1.18% of the portfolio, ranked #19.

Willner & Heller first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Willner & Heller held 5,762 shares of JPMorgan Chase worth $1.89M as of Q2 2026.
  • Willner & Heller bought 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 1.18% of Willner & Heller's portfolio in Q2 2026, its #19 holding.
  • Willner & Heller first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.