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Advance Capital Management’s JPMorgan Chase JPM Stock Holding History

Advance Capital Management’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 		$1.2M Sell
3,664
-159
-4% -$49.4K 0.04% 69
2026
Q1 		$1.12M Sell
3,823
-106
-3% -$32.2K 0.04% 57
2025
Q4 		$1.27M Sell
3,929
-74
-2% -$22.9K 0.05% 53
2025
Q3 		$1.26M Buy
4,003
+199
+5% +$59.2K 0.05% 54
2025
Q2 		$1.1M Sell
3,804
-52
-1% -$13.3K 0.05% 55
2025
Q1 		$946K Buy
3,856
+174
+5% +$44.4K 0.05% 57
2024
Q4 		$883K Sell
3,682
-50
-1% -$11.6K 0.04% 59
2024
Q3 		$787K Buy
3,732
+257
+7% +$54.1K 0.03% 65
2024
Q2 		$703K Buy
3,475
+47
+1% +$9.19K 0.03% 67
2024
Q1 		$687K Buy
3,428
+48
+1% +$8.66K 0.05% 66
2023
Q4 		$575K Buy
3,380
+20
+0.6% +$3.03K 0.05% 59
2023
Q3 		$487K Buy
3,360
+71
+2% +$10.6K 0.05% 66
2023
Q2 		$478K Buy
3,289
+390
+13% +$53.6K 0.05% 62
2023
Q1 		$378K Buy
2,899
+125
+5% +$17.1K 0.07% 68
2022
Q4 		$372K Buy
2,774
+6
+0.2% +$760 0.05% 65
2022
Q3 		$289K Buy
2,768
+205
+8% +$23.5K 0.04% 67
2022
Q2 		$289K Buy
2,563
+204
+9% +$25.3K 0.03% 63
2022
Q1 		$322K Buy
2,359
+3
+0.1% +$443 0.04% 58
2021
Q4 		$373K Buy
+2,356
New +$387K 0.08% 55

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

Advance Capital Management's JPM Position: Q2 2026 in Review

Advance Capital Management reduced its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, selling an estimated $49.4K and leaving 3,664 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #69.

Advance Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advance Capital Management held 3,664 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
  • Advance Capital Management sold 159 JPMorgan Chase shares in Q2 2026, an estimated $49.4K.
  • JPMorgan Chase made up 0.04% of Advance Capital Management's portfolio in Q2 2026, its #69 holding.
  • Advance Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's JPMorgan Chase position peaked at $1.27M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.