AdviceOne Advisory Services’s JPMorgan Chase JPM Stock Holding History

AdviceOne Advisory Services’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	$418K	Buy	1,278 +1	+0.1%	+$311	0.24%	27
2026 Q1	$376K	Buy	1,277 +20	+2%	+$6.07K	0.23%	24
2025 Q4	$405K	Hold	1,257	–	–	0.24%	22
2025 Q3	$396K	Buy	1,257 +333	+36%	+$99K	0.26%	23
2025 Q2	$268K	Hold	924	–	–	0.2%	28
2025 Q1	$227K	Sell	924 -31	-3%	-$7.9K	0.19%	27
2024 Q4	$229K	Buy	+955	New	+$222K	0.2%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AdviceOne Advisory Services's JPM Position: Q2 2026 in Review

AdviceOne Advisory Services increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $311 and bringing the position to 1,278 shares worth $418K. The position accounts for 0.24% of the portfolio, ranked #27.

AdviceOne Advisory Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

AdviceOne Advisory Services held 1,278 shares of JPMorgan Chase worth $418K as of Q2 2026.
AdviceOne Advisory Services bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.24% of AdviceOne Advisory Services's portfolio in Q2 2026, its #27 holding.
AdviceOne Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.