Advisornet Financial’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 | $9.58M | Sell |
29,260
-5,438
| -16% | -$1.69M | 0.44% | 51 |
|
|
2026
Q1 | $10.2M | Buy |
34,698
+62
| +0.2% | +$18.8K | 0.53% | 45 |
|
|
2025
Q4 | $11.2M | Buy |
34,636
+119
| +0.3% | +$36.8K | 0.59% | 39 |
|
|
2025
Q3 | $10.9M | Buy |
34,517
+7,042
| +26% | +$2.09M | 0.62% | 39 |
|
|
2025
Q2 | $7.97M | Buy |
27,475
+521
| +2% | +$133K | 0.51% | 44 |
|
|
2025
Q1 | $6.61M | Sell |
26,954
-1,892
| -7% | -$482K | 0.49% | 41 |
|
|
2024
Q4 | $6.91M | Sell |
28,846
-773
| -3% | -$180K | 0.58% | 37 |
|
|
2024
Q3 | $6.25M | Buy |
29,619
+1,890
| +7% | +$398K | 0.47% | 41 |
|
|
2024
Q2 | $5.61M | Buy |
27,729
+829
| +3% | +$162K | 0.51% | 41 |
|
|
2024
Q1 | $5.39M | Sell |
26,900
-1,730
| -6% | -$312K | 0.52% | 38 |
|
|
2023
Q4 | $4.87M | Buy |
28,630
+960
| +3% | +$145K | 0.45% | 47 |
|
|
2023
Q3 | $4.01M | Sell |
27,670
-6,160
| -18% | -$923K | 0.36% | 64 |
|
|
2023
Q2 | $4.92M | Sell |
33,830
-42
| -0.1% | -$5.78K | 0.42% | 53 |
|
|
2023
Q1 | $4.41M | Buy |
33,872
+218
| +0.6% | +$29.9K | 0.4% | 57 |
|
|
2022
Q4 | $4.51M | Sell |
33,654
-1,919
| -5% | -$243K | 0.44% | 51 |
|
|
2022
Q3 | $3.72M | Buy |
35,573
+760
| +2% | +$87.2K | 0.37% | 64 |
|
|
2022
Q2 | $3.92M | Sell |
34,813
-4,656
| -12% | -$577K | 0.39% | 61 |
|
|
2022
Q1 | $5.38M | Buy |
39,469
+2,433
| +7% | +$359K | 0.34% | 61 |
|
|
2021
Q4 | $5.87M | Sell |
37,036
-1,149
| -3% | -$189K | 0.36% | 62 |
|
|
2021
Q3 | $6.25M | Sell |
38,185
-3,000
| -7% | -$470K | 0.44% | 50 |
|
|
2021
Q2 | $6.41M | Sell |
41,185
-1,295
| -3% | -$203K | 0.42% | 53 |
|
|
2021
Q1 | $6.47M | Buy |
42,480
+5,637
| +15% | +$811K | 0.46% | 45 |
|
|
2020
Q4 | $4.68M | Sell |
36,843
-133
| -0.4% | -$14.9K | 0.38% | 55 |
|
|
2020
Q3 | $3.56M | Buy |
36,976
+1,729
| +5% | +$170K | 0.31% | 72 |
|
|
2020
Q2 | $3.31M | Buy |
35,247
+1,205
| +4% | +$114K | 0.27% | 84 |
|
|
2020
Q1 | $3.06M | Buy |
34,042
+5,805
| +21% | +$705K | 0.28% | 82 |
|
|
2019
Q4 | $3.94M | Sell |
28,237
-1,111
| -4% | -$142K | 0.33% | 67 |
|
|
2019
Q3 | $3.45M | Buy |
29,348
+1,900
| +7% | +$215K | 0.32% | 70 |
|
|
2019
Q2 | $3.07M | Buy |
27,448
+4,283
| +18% | +$472K | 0.34% | 67 |
|
|
2019
Q1 | $2.35M | Buy |
23,165
+1,580
| +7% | +$163K | 0.29% | 83 |
|
|
2018
Q4 | $2.11M | Sell |
21,585
-18,155
| -46% | -$1.93M | 0.29% | 80 |
|
|
2018
Q3 | $4.48M | Sell |
39,740
-591
| -1% | -$67.1K | 0.56% | 28 |
|
|
2018
Q2 | $4.2M | Buy |
40,331
+22
| +0.1% | +$2.41K | 0.57% | 29 |
|
|
2018
Q1 | $4.43M | Buy |
40,309
+382
| +1% | +$43.3K | 0.61% | 26 |
|
|
2017
Q4 | $4.27M | Buy |
+39,927
| New | +$4.04M | 0.65% | 25 |
|
Other funds holding JPM
Advisornet Financial's JPM Position: Q2 2026 in Review
Advisornet Financial reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $1.69M and leaving 29,260 shares worth $9.58M. The position accounts for 0.44% of the portfolio, ranked #51.
Advisornet Financial first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.2M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Advisornet Financial held 29,260 shares of JPMorgan Chase worth $9.58M as of Q2 2026.
- Advisornet Financial sold 5,438 JPMorgan Chase shares in Q2 2026, an estimated $1.69M.
- JPMorgan Chase made up 0.44% of Advisornet Financial's portfolio in Q2 2026, its #51 holding.
- Advisornet Financial first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's JPMorgan Chase position peaked at $11.2M in Q4 2025.
- 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.