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Advisory Resource Group’s JPMorgan Chase JPM Stock Holding History

Advisory Resource Group’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 		$361K Hold
1,103
– – 0.05% 154
2026
Q1 		$324K Buy
1,103
+65
+6% +$19.7K 0.06% 147
2025
Q4 		$334K Buy
1,038
+5
+0.5% +$1.55K 0.06% 141
2025
Q3 		$326K Buy
1,033
+7
+0.7% +$2.08K 0.06% 145
2025
Q2 		$297K Sell
1,026
-67
-6% -$17.1K 0.06% 147
2025
Q1 		$268K Sell
1,093
-119
-10% -$30.3K 0.05% 147
2024
Q4 		$291K Buy
1,212
+55
+5% +$12.8K 0.06% 141
2024
Q3 		$244K Hold
1,157
– – 0.05% 151
2024
Q2 		$234K Hold
1,157
– – 0.05% 144
2024
Q1 		$232K Buy
+1,157
New +$209K 0.05% 148

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Advisory Resource Group's JPM Position: Q2 2026 in Review

Advisory Resource Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,103 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #154.

Advisory Resource Group first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 898 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advisory Resource Group held 1,103 shares of JPMorgan Chase worth $361K as of Q2 2026.
  • Advisory Resource Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.05% of Advisory Resource Group's portfolio in Q2 2026, its #154 holding.
  • Advisory Resource Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 898 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.