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WorthPointe’s JPMorgan Chase JPM Stock Holding History

WorthPointe’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 		$313K Sell
956
-242
-20% -$75.2K 0.08% 94
2026
Q1 		$352K Sell
1,198
-269
-18% -$81.6K 0.1% 88
2025
Q4 		$473K Buy
1,467
+454
+45% +$141K 0.12% 88
2025
Q3 		$320K Sell
1,013
-4
-0.4% -$1.19K 0.12% 79
2025
Q2 		$295K Sell
1,017
-418
-29% -$107K 0.12% 73
2025
Q1 		$352K Sell
1,435
-111
-7% -$28.3K 0.16% 64
2024
Q4 		$371K Buy
1,546
+43
+3% +$10K 0.15% 63
2024
Q3 		$317K Buy
1,503
+287
+24% +$60.5K 0.13% 60
2024
Q2 		$246K Buy
1,216
+45
+4% +$8.8K 0.11% 62
2024
Q1 		$235K Sell
1,171
-868
-43% -$157K 0.12% 57
2023
Q4 		$347K Sell
2,039
-648
-24% -$98.2K 0.18% 51
2023
Q3 		$390K Buy
2,687
+667
+33% +$100K 0.23% 44
2023
Q2 		$294K Buy
2,020
+426
+27% +$58.6K 0.18% 44
2023
Q1 		$208K Buy
+1,594
New +$218K 0.13% 50
2022
Q1 		– Sell
-1,308
Closed -$203K – 51
2021
Q4 		$203K Buy
+1,308
New +$215K 0.18% 43

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WorthPointe's JPM Position: Q2 2026 in Review

WorthPointe reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $75.2K and leaving 956 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #94.

WorthPointe first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $473K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WorthPointe held 956 shares of JPMorgan Chase worth $313K as of Q2 2026.
  • WorthPointe sold 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
  • JPMorgan Chase made up 0.08% of WorthPointe's portfolio in Q2 2026, its #94 holding.
  • WorthPointe first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • WorthPointe's JPMorgan Chase position peaked at $473K in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.