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Wiser Wealth Management’s JPMorgan Chase JPM Stock Holding History

Wiser Wealth Management’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 		$629K Buy
1,923
+288
+18% +$89.4K 0.12% 41
2026
Q1 		$481K Sell
1,635
-108
-6% -$32.8K 0.1% 41
2025
Q4 		$562K Buy
1,743
+38
+2% +$11.8K 0.12% 36
2025
Q3 		$538K Buy
1,705
+194
+13% +$57.7K 0.12% 38
2025
Q2 		$438K Buy
1,511
+177
+13% +$45.2K 0.11% 35
2025
Q1 		$327K Buy
1,334
+57
+4% +$14.5K 0.09% 35
2024
Q4 		$306K Buy
1,277
+157
+14% +$36.6K 0.09% 37
2024
Q3 		$236K Buy
1,120
+87
+8% +$18.3K 0.07% 44
2024
Q2 		$209K Buy
+1,033
New +$202K 0.06% 35

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Wiser Wealth Management's JPM Position: Q2 2026 in Review

Wiser Wealth Management increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $89.4K and bringing the position to 1,923 shares worth $629K. The position accounts for 0.12% of the portfolio, ranked #41.

Wiser Wealth Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wiser Wealth Management held 1,923 shares of JPMorgan Chase worth $629K as of Q2 2026.
  • Wiser Wealth Management bought 288 JPMorgan Chase shares in Q2 2026, an estimated $89.4K.
  • JPMorgan Chase made up 0.12% of Wiser Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Wiser Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.