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Advisor OS’s JPMorgan Chase JPM Stock Holding History

Advisor OS’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 		$7.66M Buy
23,396
+94
+0.4% +$29.2K 0.51% 38
2026
Q1 		$6.85M Sell
23,302
-711
-3% -$216K 0.5% 36
2025
Q4 		$7.74M Buy
24,013
+3,516
+17% +$1.09M 0.62% 29
2025
Q3 		$6.47M Buy
20,497
+245
+1% +$72.9K 0.56% 29
2025
Q2 		$5.87M Buy
20,252
+47
+0.2% +$12K 0.58% 27
2025
Q1 		$4.96M Buy
20,205
+956
+5% +$244K 0.56% 30
2024
Q4 		$4.61M Buy
19,249
+800
+4% +$186K 0.53% 28
2024
Q3 		$3.89M Buy
18,449
+1,273
+7% +$268K 0.39% 44
2024
Q2 		$3.47M Sell
17,176
-1,291
-7% -$252K 0.38% 43
2024
Q1 		$3.7M Buy
18,467
+2,564
+16% +$463K 0.43% 40
2023
Q4 		$2.71M Buy
15,903
+850
+6% +$129K 0.35% 43
2023
Q3 		$2.18M Sell
15,053
-4,417
-23% -$662K 0.33% 56
2023
Q2 		$2.83M Buy
19,470
+4,868
+33% +$670K 0.46% 41
2023
Q1 		$1.9M Buy
14,602
+799
+6% +$109K 0.46% 53
2022
Q4 		$1.85M Buy
13,803
+5,752
+71% +$729K 0.49% 45
2022
Q3 		$842K Sell
8,051
-2,183
-21% -$251K 0.25% 81
2022
Q2 		$1.15M Buy
10,234
+3,639
+55% +$451K 0.34% 65
2022
Q1 		$899K Sell
6,595
-571
-8% -$84.3K 0.26% 92
2021
Q4 		$1.14M Buy
7,166
+580
+9% +$95.2K 0.23% 99
2021
Q3 		$1.08M Sell
6,586
-123
-2% -$19.3K 0.23% 91
2021
Q2 		$1.04M Buy
6,709
+2,578
+62% +$405K 0.22% 88
2021
Q1 		$630K Sell
4,131
-4,414
-52% -$635K 0.14% 106
2020
Q4 		$498K Buy
8,545
+5,512
+182% +$616K 0.13% 85
2020
Q3 		$292K Sell
3,033
-306
-9% -$30.1K 0.12% 82
2020
Q2 		$314K Buy
+3,339
New +$317K 0.19% 100

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

Advisor OS's JPM Position: Q2 2026 in Review

Advisor OS increased its JPMorgan Chase (JPM) stake by 0.4% in Q2 2026, buying an estimated $29.2K and bringing the position to 23,396 shares worth $7.66M. The position accounts for 0.51% of the portfolio, ranked #38.

Advisor OS first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.74M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advisor OS held 23,396 shares of JPMorgan Chase worth $7.66M as of Q2 2026.
  • Advisor OS bought 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
  • JPMorgan Chase made up 0.51% of Advisor OS's portfolio in Q2 2026, its #38 holding.
  • Advisor OS first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's JPMorgan Chase position peaked at $7.74M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.