Ackerman Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Buy |
3,398
+62
| +2% | +$19.3K | 0.22% | 51 |
|
|
2026
Q1 | $981K | Sell |
3,336
-18
| -0.5% | -$5.46K | 0.2% | 51 |
|
|
2025
Q4 | $1.08M | Sell |
3,354
-23
| -0.7% | -$7.12K | 0.22% | 49 |
|
|
2025
Q3 | $1.07M | Hold |
3,377
| – | – | 0.22% | 52 |
|
|
2025
Q2 | $979K | Buy |
3,377
+71
| +2% | +$18.1K | 0.23% | 54 |
|
|
2025
Q1 | $811K | Buy |
3,306
+179
| +6% | +$45.6K | 0.21% | 54 |
|
|
2024
Q4 | $750K | Hold |
3,127
| – | – | 0.2% | 54 |
|
|
2024
Q3 | $659K | Hold |
3,127
| – | – | 0.17% | 57 |
|
|
2024
Q2 | $632K | Hold |
3,127
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $626K | Buy |
3,127
+140
| +5% | +$25.3K | 0.17% | 64 |
|
|
2023
Q4 | $508K | Hold |
2,987
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $433K | Hold |
2,987
| – | – | 0.12% | 64 |
|
|
2023
Q2 | $434K | Sell |
2,987
-108
| -3% | -$14.9K | 0.11% | 68 |
|
|
2023
Q1 | $403K | Buy |
3,095
+108
| +4% | +$14.8K | 0.1% | 72 |
|
|
2022
Q4 | $401K | Hold |
2,987
| – | – | 0.11% | 73 |
|
|
2022
Q3 | $312K | Hold |
2,987
| – | – | 0.09% | 77 |
|
|
2022
Q2 | $336K | Hold |
2,987
| – | – | 0.09% | 79 |
|
|
2022
Q1 | $407K | Hold |
2,987
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $473K | Hold |
2,987
| – | – | 0.11% | 71 |
|
|
2021
Q3 | $489K | Buy |
2,987
+6
| +0.2% | +$941 | 0.11% | 64 |
|
|
2021
Q2 | $464K | Sell |
2,981
-2,500
| -46% | -$393K | 0.11% | 65 |
|
|
2021
Q1 | $834K | Buy |
5,481
+2,500
| +84% | +$360K | 0.2% | 50 |
|
|
2020
Q4 | $379K | Sell |
2,981
-3,000
| -50% | -$335K | 0.1% | 80 |
|
|
2020
Q3 | $576K | Hold |
5,981
| – | – | 0.16% | 51 |
|
|
2020
Q2 | $563K | Sell |
5,981
-300
| -5% | -$28.5K | 0.17% | 51 |
|
|
2020
Q1 | $565K | Buy |
6,281
+1,085
| +21% | +$132K | 0.22% | 39 |
|
|
2019
Q4 | $724K | Sell |
5,196
-618
| -11% | -$79.3K | 0.21% | 60 |
|
|
2019
Q3 | $684K | Buy |
5,814
+271
| +5% | +$30.7K | 0.24% | 57 |
|
|
2019
Q2 | $620 | Buy |
5,543
+558
| +11% | +$61.5K | ﹤0.01% | 99 |
|
|
2019
Q1 | $505 | Buy |
4,985
+561
| +13% | +$57.8K | ﹤0.01% | 106 |
|
|
2018
Q4 | $432 | Buy |
+4,424
| New | +$471K | 0.03% | 102 |
|
|
2018
Q1 | $461K | Buy |
4,313
+137
| +3% | +$15.5K | 0.18% | 49 |
|
|
2017
Q4 | $399K | Buy |
+4,176
| New | +$423K | 0.17% | 47 |
|
|
2017
Q2 | $381K | Buy |
+4,169
| New | +$360K | 0.16% | 57 |
|
Other funds holding JPM
Ackerman Capital Advisors's JPM Position: Q2 2026 in Review
Ackerman Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,398 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #51.
Ackerman Capital Advisors first reported a position in JPM in Q2 2017 and has held it in 34 quarters since. 3,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Ackerman Capital Advisors held 3,398 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
- Ackerman Capital Advisors bought 62 JPMorgan Chase shares in Q2 2026, an estimated $19.3K.
- JPMorgan Chase made up 0.22% of Ackerman Capital Advisors's portfolio in Q2 2026, its #51 holding.
- Ackerman Capital Advisors first reported a position in JPMorgan Chase in Q2 2017 and has held it in 34 quarters since.
- 3,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.