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Wingate Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Wingate Wealth 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 		$232K Hold
708
– – 0.1% 115
2026
Q1 		$208K Sell
708
-61
-8% -$18.5K 0.11% 117
2025
Q4 		$248K Sell
769
-2
-0.3% -$619 0.14% 108
2025
Q3 		$243K Buy
771
+45
+6% +$13.4K 0.17% 103
2025
Q2 		$210K Buy
+726
New +$185K 0.19% 98
2025
Q1 		– Sell
-727
Closed -$174K – 266
2024
Q4 		$174K Buy
+727
New +$169K 0.17% 106

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

Wingate Wealth Advisors's JPM Position: Q2 2026 in Review

Wingate Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 708 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #115.

Wingate Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wingate Wealth Advisors held 708 shares of JPMorgan Chase worth $232K as of Q2 2026.
  • Wingate Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Wingate Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Wingate Wealth Advisors's JPMorgan Chase position peaked at $248K in Q4 2025.
  • 3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.