AFG
JPM icon

ABLE Financial Group’s JPMorgan Chase JPM Stock Holding History

ABLE Financial Group’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 		$2.09M Sell
6,400
-480
-7% -$149K 0.35% 66
2026
Q1 		$2.02M Sell
6,880
-402
-6% -$122K 0.4% 61
2025
Q4 		$2.35M Sell
7,282
-345
-5% -$107K 0.48% 49
2025
Q3 		$2.41M Buy
7,627
+51
+0.7% +$15.2K 0.52% 43
2025
Q2 		$2.2M Sell
7,576
-378
-5% -$96.5K 0.53% 45
2025
Q1 		$1.95M Sell
7,954
-103
-1% -$26.3K 0.55% 39
2024
Q4 		$1.93M Buy
8,057
+24
+0.3% +$5.59K 0.57% 40
2024
Q3 		$1.69M Buy
8,033
+10
+0.1% +$2.11K 0.52% 38
2024
Q2 		$1.62M Buy
8,023
+1,828
+30% +$357K 0.59% 36
2024
Q1 		$1.24M Buy
6,195
+1,004
+19% +$181K 0.49% 41
2023
Q4 		$883K Sell
5,191
-17
-0.3% -$2.58K 0.38% 49
2023
Q3 		$755K Sell
5,208
-204
-4% -$30.6K 0.38% 50
2023
Q2 		$787K Buy
5,412
+804
+17% +$111K 0.41% 50
2023
Q1 		$600K Buy
+4,608
New +$631K 0.39% 52

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

ABLE Financial Group's JPM Position: Q2 2026 in Review

ABLE Financial Group reduced its JPMorgan Chase (JPM) stake by 7% in Q2 2026, selling an estimated $149K and leaving 6,400 shares worth $2.09M. The position accounts for 0.35% of the portfolio, ranked #66.

ABLE Financial Group first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.41M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • ABLE Financial Group held 6,400 shares of JPMorgan Chase worth $2.09M as of Q2 2026.
  • ABLE Financial Group sold 480 JPMorgan Chase shares in Q2 2026, an estimated $149K.
  • JPMorgan Chase made up 0.35% of ABLE Financial Group's portfolio in Q2 2026, its #66 holding.
  • ABLE Financial Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's JPMorgan Chase position peaked at $2.41M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.