ASG
JPM icon

Advisory Solutions Group’s JPMorgan Chase JPM Stock Holding History

Advisory Solutions 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
Q3 		$757K Buy
2,288
+1,271
+125% +$445K 0.16% 126
2026
Q2 		$333K Buy
+1,017
New +$316K 0.11% 145

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Advisory Solutions Group's JPM Position: Q3 2026 in Review

Advisory Solutions Group increased its JPMorgan Chase (JPM) stake by 125% in Q3 2026, buying an estimated $445K and bringing the position to 2,288 shares worth $757K. The position accounts for 0.16% of the portfolio, ranked #126.

Advisory Solutions Group first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Advisory Solutions Group held 2,288 shares of JPMorgan Chase worth $757K as of Q3 2026.
  • Advisory Solutions Group bought 1,271 JPMorgan Chase shares in Q3 2026, an estimated $445K.
  • JPMorgan Chase made up 0.16% of Advisory Solutions Group's portfolio in Q3 2026, its #126 holding.
  • Advisory Solutions Group first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.