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Ables Iannone Moore & Associates’s JPMorgan Chase JPM Stock Holding History

Ables Iannone Moore & Associates’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 		$8.02M Sell
24,495
-308
-1% -$95.6K 4.27% 5
2026
Q1 		$7.3M Buy
24,803
+719
+3% +$218K 4.34% 5
2025
Q4 		$7.76M Sell
24,084
-281
-1% -$87K 4.25% 6
2025
Q3 		$7.69M Sell
24,365
-537
-2% -$160K 4.42% 7
2025
Q2 		$7.22M Sell
24,902
-614
-2% -$157K 4.49% 7
2025
Q1 		$6.26M Sell
25,516
-159
-0.6% -$40.5K 4.26% 6
2024
Q4 		$6.15M Sell
25,675
-103
-0.4% -$24K 3.8% 8
2024
Q3 		$5.44M Buy
25,778
+67
+0.3% +$14.1K 3.51% 9
2024
Q2 		$5.2M Sell
25,711
-333
-1% -$65.1K 3.44% 8
2024
Q1 		$5.22M Sell
26,044
-145
-0.6% -$26.2K 3.73% 9
2023
Q4 		$4.45M Buy
+26,189
New +$3.97M 3.4% 9

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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 $59.8B 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Ables Iannone Moore & Associates's JPM Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $95.6K and leaving 24,495 shares worth $8.02M. The position accounts for 4.27% of the portfolio, ranked #5.

Ables Iannone Moore & Associates first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ables Iannone Moore & Associates held 24,495 shares of JPMorgan Chase worth $8.02M as of Q2 2026.
  • Ables Iannone Moore & Associates sold 308 JPMorgan Chase shares in Q2 2026, an estimated $95.6K.
  • JPMorgan Chase made up 4.27% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #5 holding.
  • Ables Iannone Moore & Associates first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.