WEG
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World Equity Group’s JPMorgan Chase JPM Stock Holding History

World Equity Group’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 		$2.94M Sell
8,987
-129
-1% -$40.1K 0.66% 31
2026
Q1 		$2.68M Buy
9,116
+667
+8% +$202K 0.69% 31
2025
Q4 		$2.72M Sell
8,449
-23
-0.3% -$7.12K 0.76% 25
2025
Q3 		$2.67M Buy
8,472
+1,795
+27% +$534K 0.61% 31
2025
Q2 		$1.94M Buy
6,677
+61
+0.9% +$15.6K 0.53% 36
2025
Q1 		$1.61M Sell
6,616
-6,680
-50% -$1.7M 0.46% 47
2024
Q4 		$3.19M Buy
13,296
+6,638
+100% +$1.55M 0.68% 38
2024
Q3 		$1.4M Sell
6,658
-7,784
-54% -$1.64M 0.51% 45
2024
Q2 		$2.92M Sell
14,442
-3,831
-21% -$749K 0.87% 22
2024
Q1 		$3.66M Buy
18,273
+230
+1% +$41.5K 0.75% 30
2023
Q4 		$3.07M Buy
18,043
+214
+1% +$32.4K 0.62% 33
2023
Q3 		$2.59M Buy
17,829
+445
+3% +$66.7K 0.54% 42
2023
Q2 		$2.53M Sell
17,384
-22,293
-56% -$3.07M 0.74% 25
2023
Q1 		$1.66M Buy
39,677
+22,872
+136% +$3.13M 0.25% 107
2022
Q4 		$2.25M Buy
16,805
+445
+3% +$56.4K 0.53% 49
2022
Q3 		$1.71M Buy
16,360
+3,327
+26% +$382K 0.43% 58
2022
Q2 		$1.47M Sell
13,033
-95
-0.7% -$11.8K 0.37% 73
2022
Q1 		$1.79M Buy
+13,128
New +$1.94M 0.39% 68

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

World Equity Group's JPM Position: Q2 2026 in Review

World Equity Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $40.1K and leaving 8,987 shares worth $2.94M. The position accounts for 0.66% of the portfolio, ranked #31.

World Equity Group first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.66M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • World Equity Group held 8,987 shares of JPMorgan Chase worth $2.94M as of Q2 2026.
  • World Equity Group sold 129 JPMorgan Chase shares in Q2 2026, an estimated $40.1K.
  • JPMorgan Chase made up 0.66% of World Equity Group's portfolio in Q2 2026, its #31 holding.
  • World Equity Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's JPMorgan Chase position peaked at $3.66M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.