Winthrop Partners - WNY’s JPMorgan Chase JPM Stock Holding History

Winthrop Partners - WNY’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	$6.31M	Buy	19,285 +91	+0.5%	+$28.3K	3.12%	6
2026 Q1	$5.65M	Buy	19,194 +21	+0.1%	+$6.37K	3.01%	9
2025 Q4	$6.18M	Buy	+19,173	New	+$5.94M	3.33%	6
2019 Q3	$5.59M	Buy	47,484 +1,032	+2%	+$117K	3.78%	1
2019 Q2	$5.19M	Buy	46,452 +505	+1%	+$55.7K	3.89%	1
2019 Q1	$4.81M	Buy	45,947 +2,205	+5%	+$227K	3.75%	1
2018 Q4	$4.27M	Sell	43,742 -398	-0.9%	-$42.4K	3.99%	2
2018 Q3	$4.98M	Buy	44,140 +2,302	+6%	+$261K	4.03%	2
2018 Q2	$4.36M	Buy	41,838 +378	+0.9%	+$41.5K	3.63%	2
2018 Q1	$4.58M	Buy	41,460 +102	+0.2%	+$11.5K	3.52%	2
2017 Q4	$4.88M	Buy	+41,358	New	+$4.19M	3.98%	2

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Winthrop Partners - WNY's JPM Position: Q2 2026 in Review

Winthrop Partners - WNY increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $28.3K and bringing the position to 19,285 shares worth $6.31M. The position accounts for 3.12% of the portfolio, ranked #6.

Winthrop Partners - WNY first reported a position in JPM in Q4 2017 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Winthrop Partners - WNY held 19,285 shares of JPMorgan Chase worth $6.31M as of Q2 2026.
Winthrop Partners - WNY bought 91 JPMorgan Chase shares in Q2 2026, an estimated $28.3K.
JPMorgan Chase made up 3.12% of Winthrop Partners - WNY's portfolio in Q2 2026, its #6 holding.
Winthrop Partners - WNY first reported a position in JPMorgan Chase in Q4 2017 and has held it in 11 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.