Advisory Alpha’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 | $6.7M | Buy |
20,476
+6,910
| +51% | +$2.15M | 0.16% | 75 |
|
|
2026
Q1 | $3.99M | Buy |
13,566
+161
| +1% | +$48.9K | 0.11% | 88 |
|
|
2025
Q4 | $4.32M | Buy |
13,405
+602
| +5% | +$186K | 0.12% | 82 |
|
|
2025
Q3 | $3.94M | Sell |
12,803
-241
| -2% | -$71.7K | 0.11% | 84 |
|
|
2025
Q2 | $3.78M | Buy |
13,044
+236
| +2% | +$60.2K | 0.12% | 85 |
|
|
2025
Q1 | $3.14M | Buy |
12,808
+922
| +8% | +$235K | 0.11% | 88 |
|
|
2024
Q4 | $2.85M | Buy |
11,886
+4
| +0% | +$932 | 0.1% | 86 |
|
|
2024
Q3 | $2.51M | Buy |
11,882
+730
| +7% | +$154K | 0.09% | 89 |
|
|
2024
Q2 | $2.26M | Buy |
11,152
+1,112
| +11% | +$217K | 0.09% | 96 |
|
|
2024
Q1 | $2.01M | Buy |
10,040
+367
| +4% | +$66.2K | 0.08% | 113 |
|
|
2023
Q4 | $1.65M | Buy |
9,673
+2,728
| +39% | +$413K | 0.08% | 115 |
|
|
2023
Q3 | $1.01M | Buy |
6,945
+996
| +17% | +$149K | 0.05% | 138 |
|
|
2023
Q2 | $865K | Buy |
5,949
+2,687
| +82% | +$370K | 0.04% | 168 |
|
|
2023
Q1 | $425K | Buy |
3,262
+501
| +18% | +$68.6K | 0.03% | 196 |
|
|
2022
Q4 | $370K | Sell |
2,761
-55
| -2% | -$6.97K | 0.03% | 186 |
|
|
2022
Q3 | $294K | Sell |
2,816
-1,314
| -32% | -$151K | 0.02% | 203 |
|
|
2022
Q2 | $465K | Sell |
4,130
-284
| -6% | -$35.2K | 0.04% | 165 |
|
|
2022
Q1 | $602K | Sell |
4,414
-286
| -6% | -$42.2K | 0.04% | 158 |
|
|
2021
Q4 | $744K | Buy |
4,700
+1,495
| +47% | +$246K | 0.04% | 142 |
|
|
2021
Q3 | $525K | Buy |
3,205
+588
| +22% | +$92.2K | 0.04% | 157 |
|
|
2021
Q2 | $407K | Buy |
2,617
+214
| +9% | +$33.6K | 0.03% | 135 |
|
|
2021
Q1 | $366K | Buy |
2,403
+694
| +41% | +$99.8K | 0.04% | 122 |
|
|
2020
Q4 | $217K | Buy |
1,709
+138
| +9% | +$15.4K | 0.04% | 100 |
|
|
2020
Q3 | $157K | Buy |
+1,571
| New | +$154K | 0.03% | 108 |
|
|
2020
Q2 | – | Sell |
-1,647
| Closed | -$147K | – | 368 |
|
|
2020
Q1 | $147K | Buy |
1,647
+364
| +28% | +$44.2K | 0.04% | 116 |
|
|
2019
Q4 | $176K | Sell |
1,283
-18
| -1% | -$2.31K | 0.04% | 145 |
|
|
2019
Q3 | $147K | Buy |
+1,301
| New | +$147K | 0.04% | 139 |
|
|
2019
Q2 | – | Sell |
-1,457
| Closed | -$164K | – | 391 |
|
|
2019
Q1 | $164K | Buy |
+1,457
| New | +$150K | 0.06% | 125 |
|
Other funds holding JPM
Advisory Alpha's JPM Position: Q2 2026 in Review
Advisory Alpha increased its JPMorgan Chase (JPM) stake by 51% in Q2 2026, buying an estimated $2.15M and bringing the position to 20,476 shares worth $6.7M. The position accounts for 0.16% of the portfolio, ranked #75.
Advisory Alpha first reported a position in JPM in Q1 2019 and has held it in 28 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Advisory Alpha held 20,476 shares of JPMorgan Chase worth $6.7M as of Q2 2026.
- Advisory Alpha bought 6,910 JPMorgan Chase shares in Q2 2026, an estimated $2.15M.
- JPMorgan Chase made up 0.16% of Advisory Alpha's portfolio in Q2 2026, its #75 holding.
- Advisory Alpha first reported a position in JPMorgan Chase in Q1 2019 and has held it in 28 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.