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AdvisorShares Investments’s JPMorgan Chase JPM Stock Holding History

AdvisorShares Investments’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 		– Sell
-1,490
Closed -$438K – 294
2026
Q1 		$438K Hold
1,490
– – 0.08% 177
2025
Q4 		$480K Sell
1,490
-60
-4% -$18.6K 0.08% 154
2025
Q3 		$489K Buy
+1,550
New +$461K 0.08% 150

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

AdvisorShares Investments's JPM Position: Q2 2026 in Review

AdvisorShares Investments sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,490 shares — an estimated $438K sold.

AdvisorShares Investments first reported a position in JPM in Q3 2025 and held it in 3 quarters. The position peaked at $489K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AdvisorShares Investments reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 1,490 JPMorgan Chase shares in Q2 2026, an estimated $438K.
  • AdvisorShares Investments first reported a position in JPMorgan Chase in Q3 2025 and held it in 3 quarters.
  • AdvisorShares Investments's JPMorgan Chase position peaked at $489K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.