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Worth Asset Management’s JPMorgan Chase JPM Stock Holding History

Worth Asset 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 		$868K Buy
2,653
+262
+11% +$81.4K 0.28% 78
2026
Q1 		$703K Buy
2,391
+474
+25% +$144K 0.26% 88
2025
Q4 		$618K Buy
1,917
+465
+32% +$144K 0.26% 70
2025
Q3 		$458K Sell
1,452
-331
-19% -$98.4K 0.21% 79
2025
Q2 		$517K Buy
1,783
+79
+5% +$20.2K 0.25% 65
2025
Q1 		$418K Sell
1,704
-65
-4% -$16.6K 0.23% 73
2024
Q4 		$424K Buy
1,769
+36
+2% +$8.38K 0.23% 78
2024
Q3 		$365K Sell
1,733
-420
-20% -$88.5K 0.2% 88
2024
Q2 		$435K Buy
2,153
+74
+4% +$14.5K 0.26% 69
2024
Q1 		$416K Buy
2,079
+468
+29% +$84.4K 0.26% 71
2023
Q4 		$274K Buy
+1,611
New +$244K 0.2% 80
2023
Q3 		– Sell
-1,445
Closed -$210K – 254
2023
Q2 		$210K Sell
1,445
-103
-7% -$14.2K 0.16% 80
2023
Q1 		$202K Sell
1,548
-52
-3% -$7.13K 0.15% 81
2022
Q4 		$215K Buy
1,600
+390
+32% +$49.4K 0.15% 70
2022
Q3 		$126K Sell
1,210
-40
-3% -$4.59K 0.09% 81
2022
Q2 		$140K Hold
1,250
– – 0.1% 101
2022
Q1 		$148K Buy
+1,250
New +$185K 0.1% 98

Other funds holding JPM

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Worth Asset Management's JPM Position: Q2 2026 in Review

Worth Asset Management increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $81.4K and bringing the position to 2,653 shares worth $868K. The position accounts for 0.28% of the portfolio, ranked #78.

Worth Asset Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Worth Asset Management held 2,653 shares of JPMorgan Chase worth $868K as of Q2 2026.
  • Worth Asset Management bought 262 JPMorgan Chase shares in Q2 2026, an estimated $81.4K.
  • JPMorgan Chase made up 0.28% of Worth Asset Management's portfolio in Q2 2026, its #78 holding.
  • Worth Asset Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.