Advisory Advocates’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
$382K Buy
1,168
+175
+18% +$54.3K 0.33% 116
2026
Q1
$292K Buy
993
+338
+52% +$103K 0.3% 121
2025
Q4
$211K Buy
+655
New +$203K 0.21% 147

Other funds holding JPM

Advisory Advocates's JPM Position: Q2 2026 in Review

Advisory Advocates increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $54.3K and bringing the position to 1,168 shares worth $382K. The position accounts for 0.33% of the portfolio, ranked #116.

Advisory Advocates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advisory Advocates held 1,168 shares of JPMorgan Chase worth $382K as of Q2 2026.
  • Advisory Advocates bought 175 JPMorgan Chase shares in Q2 2026, an estimated $54.3K.
  • JPMorgan Chase made up 0.33% of Advisory Advocates's portfolio in Q2 2026, its #116 holding.
  • Advisory Advocates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.