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Advocate Group’s JPMorgan Chase JPM Stock Holding History

Advocate 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 		$10.2M Sell
31,195
-2,149
-6% -$667K 1.54% 19
2026
Q1 		$9.81M Sell
33,344
-1,332
-4% -$404K 1.53% 21
2025
Q4 		$11.2M Sell
34,676
-4,790
-12% -$1.48M 1.81% 10
2025
Q3 		$12.4M Sell
39,466
-1,053
-3% -$313K 2.05% 10
2025
Q2 		$11.7M Sell
40,519
-1,315
-3% -$336K 2.1% 9
2025
Q1 		$10.3M Sell
41,834
-2,257
-5% -$575K 1.87% 11
2024
Q4 		$10.6M Sell
44,091
-737
-2% -$172K 1.99% 10
2024
Q3 		$9.45M Buy
44,828
+419
+0.9% +$88.3K 1.71% 13
2024
Q2 		$8.98M Buy
44,409
+1,253
+3% +$245K 1.81% 13
2024
Q1 		$8.64M Buy
43,156
+4,446
+11% +$802K 1.72% 15
2023
Q4 		$6.58M Buy
38,710
+4,360
+13% +$661K 1.41% 26
2023
Q3 		$4.98M Buy
34,350
+11,244
+49% +$1.69M 1.15% 37
2023
Q2 		$3.36M Buy
23,106
+15,843
+218% +$2.18M 0.74% 54
2023
Q1 		$946K Buy
7,263
+3,780
+109% +$518K 0.21% 80
2022
Q4 		$467K Buy
3,483
+484
+16% +$61.3K 0.1% 94
2022
Q3 		$313K Buy
2,999
+865
+41% +$99.3K 0.08% 96
2022
Q2 		$240K Buy
+2,134
New +$264K 0.06% 107

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Advocate Group's JPM Position: Q2 2026 in Review

Advocate Group reduced its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, selling an estimated $667K and leaving 31,195 shares worth $10.2M. The position accounts for 1.54% of the portfolio, ranked #19.

Advocate Group first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advocate Group held 31,195 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • Advocate Group sold 2,149 JPMorgan Chase shares in Q2 2026, an estimated $667K.
  • JPMorgan Chase made up 1.54% of Advocate Group's portfolio in Q2 2026, its #19 holding.
  • Advocate Group first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's JPMorgan Chase position peaked at $12.4M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.