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1620 Investment Advisors’s JPMorgan Chase JPM Stock Holding History

1620 Investment Advisors’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 		$2.82M Sell
8,618
-262
-3% -$81.4K 1.75% 9
2026
Q1 		$2.61M Sell
8,880
-17
-0.2% -$5.16K 1.77% 7
2025
Q4 		$2.87M Sell
8,897
-1,000
-10% -$310K 1.91% 8
2025
Q3 		$3.12M Sell
9,897
-510
-5% -$152K 2.12% 4
2025
Q2 		$3.02M Buy
10,407
+39
+0.4% +$9.95K 2.14% 5
2025
Q1 		$2.54M Sell
10,368
-39
-0.4% -$9.94K 1.95% 6
2024
Q4 		$2.49M Sell
10,407
-174
-2% -$40.5K 1.89% 6
2024
Q3 		$2.23M Sell
10,581
-1,908
-15% -$402K 1.61% 8
2024
Q2 		$2.53M Buy
12,489
+2
+0% +$391 1.94% 6
2024
Q1 		$2.5M Buy
12,487
+241
+2% +$43.5K 2.51% 5
2023
Q4 		$2.08M Sell
12,246
-427
-3% -$64.7K 2.28% 6
2023
Q3 		$1.84M Buy
+12,673
New +$1.9M 2.08% 8
2023
Q2 		– Sell
-9,355
Closed -$1.22M – 146
2023
Q1 		$1.22M Buy
9,355
+168
+2% +$23K 1.47% 17
2022
Q4 		$1.23M Buy
9,187
+207
+2% +$26.2K 1.49% 14
2022
Q3 		$938K Buy
8,980
+71
+0.8% +$8.15K 1.38% 18
2022
Q2 		$1M Buy
8,909
+649
+8% +$80.4K 1.38% 15
2022
Q1 		$1.31M Hold
8,260
– – 1.42% 15
2021
Q4 		$1.31M Buy
+8,260
New +$1.36M 1.46% 15

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1620 Investment Advisors's JPM Position: Q2 2026 in Review

1620 Investment Advisors reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $81.4K and leaving 8,618 shares worth $2.82M. The position accounts for 1.75% of the portfolio, ranked #9.

1620 Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.12M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 1620 Investment Advisors held 8,618 shares of JPMorgan Chase worth $2.82M as of Q2 2026.
  • 1620 Investment Advisors sold 262 JPMorgan Chase shares in Q2 2026, an estimated $81.4K.
  • JPMorgan Chase made up 1.75% of 1620 Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • 1620 Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 1620 Investment Advisors's JPMorgan Chase position peaked at $3.12M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.