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WMG Financial Advisors’s JPMorgan Chase JPM Stock Holding History

WMG Financial 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 		$907K Sell
2,771
-113
-4% -$35.1K 0.34% 35
2026
Q1 		$848K Sell
2,884
-92
-3% -$27.9K 0.35% 37
2025
Q4 		$959K Buy
2,976
+9
+0.3% +$2.79K 0.4% 43
2025
Q3 		$936K Buy
2,967
+58
+2% +$17.3K 0.31% 52
2025
Q2 		$843K Buy
2,909
+17
+0.6% +$4.34K 0.31% 50
2025
Q1 		$709K Buy
2,892
+58
+2% +$14.8K 0.3% 52
2024
Q4 		$679K Buy
2,834
+146
+5% +$34K 0.29% 55
2024
Q3 		$567K Buy
2,688
+157
+6% +$33.1K 0.26% 56
2024
Q2 		$512K Buy
2,531
+81
+3% +$15.8K 0.27% 60
2024
Q1 		$491K Buy
2,450
+688
+39% +$124K 0.28% 63
2023
Q4 		$300K Buy
+1,762
New +$267K 0.2% 77
2023
Q3 		– Sell
-2,337
Closed -$340K – 114
2023
Q2 		$340K Buy
2,337
+997
+74% +$137K 0.25% 73
2023
Q1 		$324K Sell
1,340
-896
-40% -$123K 0.27% 68
2022
Q4 		$300K Sell
2,236
-2
-0.1% -$253 0.26% 82
2022
Q3 		$235K Sell
2,238
-85
-4% -$9.76K 0.21% 106
2022
Q2 		$264K Sell
2,323
-245
-10% -$30.4K 0.23% 100
2022
Q1 		$348K Buy
2,568
+273
+12% +$40.3K 0.26% 95
2021
Q4 		$362K Buy
+2,295
New +$377K 0.28% 97

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WMG Financial Advisors's JPM Position: Q2 2026 in Review

WMG Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $35.1K and leaving 2,771 shares worth $907K. The position accounts for 0.34% of the portfolio, ranked #35.

WMG Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $959K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WMG Financial Advisors held 2,771 shares of JPMorgan Chase worth $907K as of Q2 2026.
  • WMG Financial Advisors sold 113 JPMorgan Chase shares in Q2 2026, an estimated $35.1K.
  • JPMorgan Chase made up 0.34% of WMG Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • WMG Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • WMG Financial Advisors's JPMorgan Chase position peaked at $959K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.