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Xcel Wealth Management’s JPMorgan Chase JPM Stock Holding History

Xcel Wealth 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 		$12.1M Sell
37,089
-1,412
-4% -$438K 2.9% 8
2026
Q1 		$11.3M Sell
38,501
-4,216
-10% -$1.28M 3.13% 9
2025
Q4 		$13.8M Sell
42,717
-49
-0.1% -$15.2K 3.5% 7
2025
Q3 		$13.5M Sell
42,766
-343
-0.8% -$102K 3.51% 5
2025
Q2 		$12.5M Sell
43,109
-207
-0.5% -$52.8K 3.56% 5
2025
Q1 		$10.6M Sell
43,316
-8,867
-17% -$2.26M 3.31% 8
2024
Q4 		$12.5M Sell
52,183
-1,010
-2% -$235K 3.47% 6
2024
Q3 		$11.2M Sell
53,193
-2,232
-4% -$470K 3.28% 7
2024
Q2 		$11.2M Sell
55,425
-6,085
-10% -$1.19M 3.51% 7
2024
Q1 		$12.3M Sell
61,510
-2,743
-4% -$495K 3.85% 5
2023
Q4 		$10.9M Sell
64,253
-685
-1% -$104K 3.83% 5
2023
Q3 		$9.42M Sell
64,938
-3,475
-5% -$521K 3.72% 4
2023
Q2 		$9.95M Sell
68,413
-425
-0.6% -$58.5K 3.14% 8
2023
Q1 		$8.97M Sell
68,838
-199
-0.3% -$27.3K 3.16% 9
2022
Q4 		$9.26M Sell
69,037
-5,175
-7% -$656K 3.65% 6
2022
Q3 		$7.75M Buy
74,212
+8,929
+14% +$1.02M 2.89% 9
2022
Q2 		$7.35M Buy
65,283
+1,345
+2% +$167K 2.68% 9
2022
Q1 		$8.72M Buy
63,938
+7,325
+13% +$1.08M 2.39% 13
2021
Q4 		$8.96M Buy
56,613
+155
+0.3% +$25.5K 2.3% 11
2021
Q3 		$9.24M Buy
56,458
+722
+1% +$113K 2.68% 8
2021
Q2 		$8.67M Sell
55,736
-59
-0.1% -$9.27K 2.62% 11
2021
Q1 		$8.49M Buy
55,795
+1,596
+3% +$230K 3.03% 7
2020
Q4 		$6.89M Sell
54,199
-884
-2% -$98.8K 2.97% 8
2020
Q3 		$5.3M Buy
55,083
+4,350
+9% +$427K 2.73% 9
2020
Q2 		$4.77M Buy
50,733
+3,885
+8% +$369K 2.96% 10
2020
Q1 		$4.22M Sell
46,848
-5,387
-10% -$654K 3.8% 6
2019
Q4 		$7.28M Sell
52,235
-52
-0.1% -$6.67K 6.05% 2
2019
Q3 		$6.15M Sell
52,287
-635
-1% -$71.8K 5.7% 2
2019
Q2 		$5.92M Buy
52,922
+765
+1% +$84.3K 5.8% 2
2019
Q1 		$5.28M Sell
52,157
-2,566
-5% -$264K 5.44% 2
2018
Q4 		$5.34M Buy
+54,723
New +$5.83M 6.53% 1

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Xcel Wealth Management's JPM Position: Q2 2026 in Review

Xcel Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $438K and leaving 37,089 shares worth $12.1M. The position accounts for 2.9% of the portfolio, ranked #8.

Xcel Wealth Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.8M in Q4 2025. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Xcel Wealth Management held 37,089 shares of JPMorgan Chase worth $12.1M as of Q2 2026.
  • Xcel Wealth Management sold 1,412 JPMorgan Chase shares in Q2 2026, an estimated $438K.
  • JPMorgan Chase made up 2.9% of Xcel Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Xcel Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's JPMorgan Chase position peaked at $13.8M in Q4 2025.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.