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Wolff Wiese Magana’s JPMorgan Chase JPM Stock Holding History

Wolff Wiese Magana’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 		$4M Sell
12,233
-152
-1% -$47.2K 1.84% 12
2026
Q1 		$3.64M Buy
12,385
+1,886
+18% +$572K 2.01% 10
2025
Q4 		$3.38M Buy
10,499
+272
+3% +$84.2K 1.85% 12
2025
Q3 		$3.23M Sell
10,227
-28
-0.3% -$8.33K 1.83% 12
2025
Q2 		$2.97M Sell
10,255
-497
-5% -$127K 1.84% 14
2025
Q1 		$2.64M Sell
10,752
-257
-2% -$65.5K 1.8% 15
2024
Q4 		$2.64M Sell
11,009
-1,216
-10% -$283K 1.75% 14
2024
Q3 		$2.58M Buy
12,225
+185
+2% +$39K 1.76% 16
2024
Q2 		$2.44M Buy
12,040
+874
+8% +$171K 1.94% 12
2024
Q1 		$2.24M Sell
11,166
-1,077
-9% -$194K 1.93% 11
2023
Q4 		$2.08M Sell
12,243
-2,593
-17% -$393K 1.98% 11
2023
Q3 		$2.15M Sell
14,836
-308
-2% -$46.2K 1.75% 13
2023
Q2 		$2.2M Sell
15,144
-328
-2% -$45.1K 1.7% 13
2023
Q1 		$2.02M Buy
15,472
+146
+1% +$20K 1.64% 13
2022
Q4 		$2.06M Sell
15,326
-152
-1% -$19.3K 1.76% 14
2022
Q3 		$1.62M Buy
15,478
+523
+3% +$60K 1.3% 22
2022
Q2 		$1.68M Buy
14,955
+809
+6% +$100K 1.23% 23
2022
Q1 		$1.93M Sell
14,146
-761
-5% -$112K 1.29% 17
2021
Q4 		$2.36M Buy
14,907
+775
+5% +$127K 1.52% 15
2021
Q3 		$2.31M Sell
14,132
-76
-0.5% -$11.9K 1.63% 12
2021
Q2 		$2.21M Sell
14,208
-167
-1% -$26.2K 1.58% 12
2021
Q1 		$2.19M Buy
14,375
+540
+4% +$77.7K 1.71% 9
2020
Q4 		$1.76M Buy
+13,835
New +$1.55M 1.48% 13

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Wolff Wiese Magana's JPM Position: Q2 2026 in Review

Wolff Wiese Magana reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $47.2K and leaving 12,233 shares worth $4M. The position accounts for 1.84% of the portfolio, ranked #12.

Wolff Wiese Magana first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wolff Wiese Magana held 12,233 shares of JPMorgan Chase worth $4M as of Q2 2026.
  • Wolff Wiese Magana sold 152 JPMorgan Chase shares in Q2 2026, an estimated $47.2K.
  • JPMorgan Chase made up 1.84% of Wolff Wiese Magana's portfolio in Q2 2026, its #12 holding.
  • Wolff Wiese Magana first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.