Wolff Financial Management’s JPMorgan Chase JPM Stock Holding History

Wolff Financial 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	$1.05M	Hold	3,209	–	–	0.21%	44
2026 Q1	$944K	Hold	3,209	–	–	0.21%	45
2025 Q4	$1.03M	Hold	3,209	–	–	0.23%	39
2025 Q3	$1.01M	Sell	3,209 -3	-0.1%	-$892	0.24%	41
2025 Q2	$931K	Buy	3,212 +3	+0.1%	+$766	0.24%	42
2025 Q1	$787K	Hold	3,209	–	–	0.22%	48
2024 Q4	$769K	Hold	3,209	–	–	0.21%	48
2024 Q3	$677K	Hold	3,209	–	–	0.18%	55
2024 Q2	$649K	Hold	3,209	–	–	0.48%	23
2024 Q1	$643K	Hold	3,209	–	–	0.19%	56
2023 Q4	$546K	Hold	3,209	–	–	0.17%	61
2023 Q3	$465K	Sell	3,209 -7	-0.2%	-$1.05K	0.16%	66
2023 Q2	$468K	Hold	3,216	–	–	0.41%	28
2023 Q1	$419K	Hold	3,216	–	–	0.15%	77
2022 Q4	$431K	Sell	3,216 -17	-0.5%	-$2.15K	0.16%	73
2022 Q3	$337K	Hold	3,233	–	–	0.15%	83
2022 Q2	$364K	Hold	3,233	–	–	0.16%	82
2022 Q1	$441K	Hold	3,233	–	–	0.18%	75
2021 Q4	$512K	Buy	3,233 +17	+0.5%	+$2.79K	0.19%	69
2021 Q3	$526K	Buy	+3,216	New	+$504K	0.46%	23
2021 Q1	$489K	Hold	3,209	–	–	0.22%	71
2020 Q4	$408K	Hold	3,209	–	–	0.21%	66
2020 Q3	$309K	Sell	3,209 -27	-0.8%	-$2.65K	0.18%	73
2020 Q2	$304K	Hold	3,236	–	–	0.19%	72
2020 Q1	$291K	Buy	3,236 +1,001	+45%	+$122K	0.22%	66
2019 Q4	$312K	Hold	2,235	–	–	0.21%	69
2019 Q3	$263K	Buy	+2,235	New	+$253K	0.19%	72

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wolff Financial Management's JPM Position: Q2 2026 in Review

Wolff Financial Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,209 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #44.

Wolff Financial Management first reported a position in JPM in Q3 2019 and has held it in 27 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wolff Financial Management held 3,209 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
Wolff Financial Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.21% of Wolff Financial Management's portfolio in Q2 2026, its #44 holding.
Wolff Financial Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 27 quarters since.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.