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Yarger Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Yarger Wealth Strategies’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 		$4.33M Sell
12,858
-488
-4% -$152K 1.57% 18
2026
Q1 		$3.93M Buy
13,346
+822
+7% +$249K 1.59% 17
2025
Q4 		$4.04M Buy
12,524
+2,499
+25% +$774K 1.73% 16
2025
Q3 		$3.16M Sell
10,025
-8
-0.1% -$2.38K 1.45% 18
2025
Q2 		$2.91M Buy
10,033
+1,961
+24% +$500K 1.52% 20
2025
Q1 		$1.98M Sell
8,072
-1,740
-18% -$444K 1.16% 26
2024
Q4 		$2.35M Buy
9,812
+364
+4% +$84.8K 1.36% 22
2024
Q3 		$1.99M Sell
9,448
-75
-0.8% -$15.8K 1.1% 26
2024
Q2 		$1.93M Sell
9,523
-590
-6% -$115K 1.16% 24
2024
Q1 		$2.03M Sell
10,113
-1,336
-12% -$241K 1.38% 23
2023
Q4 		$1.95M Sell
11,449
-1,556
-12% -$236K 1.57% 18
2023
Q3 		$1.89M Buy
13,005
+9,356
+256% +$1.4M 1.6% 20
2023
Q2 		$531K Sell
3,649
-194
-5% -$26.7K 0.48% 37
2023
Q1 		$501K Buy
3,843
+24
+0.6% +$3.29K 0.55% 33
2022
Q4 		$512K Buy
3,819
+26
+0.7% +$3.29K 0.63% 30
2022
Q3 		$396K Sell
3,793
-230
-6% -$26.4K 0.53% 32
2022
Q2 		$460K Buy
4,023
+28
+0.7% +$3.47K 0.59% 31
2022
Q1 		$545K Buy
3,995
+1,258
+46% +$186K 0.71% 28
2021
Q4 		$433K Buy
+2,737
New +$449K 0.47% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $59.6B AUM 29.42% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return