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Yoder Wealth Management’s JPMorgan Chase JPM Stock Holding History

Yoder 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 		$565K Buy
1,727
+9
+0.5% +$2.79K 0.22% 66
2026
Q1 		$505K Buy
1,718
+89
+5% +$27K 0.23% 65
2025
Q4 		$525K Buy
1,629
+43
+3% +$13.3K 0.24% 67
2025
Q3 		$500K Buy
1,586
+69
+5% +$20.5K 0.24% 67
2025
Q2 		$440K Buy
1,517
+172
+13% +$43.9K 0.23% 69
2025
Q1 		$330K Sell
1,345
-91
-6% -$23.2K 0.19% 76
2024
Q4 		$344K Buy
1,436
+39
+3% +$9.08K 0.19% 74
2024
Q3 		$295K Buy
1,397
+28
+2% +$5.9K 0.18% 84
2024
Q2 		$277K Sell
1,369
-18
-1% -$3.52K 0.18% 84
2024
Q1 		$278K Sell
1,387
-170
-11% -$30.7K 0.18% 82
2023
Q4 		$265K Buy
1,557
+39
+3% +$5.91K 0.19% 74
2023
Q3 		$220K Buy
1,518
+123
+9% +$18.4K 0.18% 73
2023
Q2 		$203K Buy
+1,395
New +$192K 0.16% 81

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
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

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

Yoder Wealth Management increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $2.79K and bringing the position to 1,727 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #66.

Yoder Wealth Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 2,963 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Yoder Wealth Management held 1,727 shares of JPMorgan Chase worth $565K as of Q2 2026.
  • Yoder Wealth Management bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Chase made up 0.22% of Yoder Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Yoder Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 2,963 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.