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AA Financial Advisors’s JPMorgan Chase JPM Stock Holding History

AA Financial 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 		$3.53M Buy
10,780
+306
+3% +$95K 0.42% 55
2026
Q1 		$3.08M Buy
10,474
+96
+0.9% +$29.1K 0.43% 56
2025
Q4 		$3.34M Buy
10,378
+447
+5% +$138K 0.62% 39
2025
Q3 		$3.13M Buy
9,931
+228
+2% +$67.8K 0.62% 40
2025
Q2 		$2.81M Sell
9,703
-961
-9% -$245K 0.61% 39
2025
Q1 		$2.62M Buy
10,664
+601
+6% +$153K 0.64% 40
2024
Q4 		$2.41M Buy
10,063
+300
+3% +$69.9K 0.64% 41
2024
Q3 		$2.06M Buy
9,763
+1,028
+12% +$217K 0.6% 42
2024
Q2 		$1.77M Sell
8,735
-455
-5% -$89K 0.62% 40
2024
Q1 		$1.84M Buy
+9,190
New +$1.66M 0.74% 39

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AA Financial Advisors's JPM Position: Q2 2026 in Review

AA Financial Advisors increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $95K and bringing the position to 10,780 shares worth $3.53M. The position accounts for 0.42% of the portfolio, ranked #55.

AA Financial Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 1,961 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AA Financial Advisors held 10,780 shares of JPMorgan Chase worth $3.53M as of Q2 2026.
  • AA Financial Advisors bought 306 JPMorgan Chase shares in Q2 2026, an estimated $95K.
  • JPMorgan Chase made up 0.42% of AA Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • AA Financial Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 1,961 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.