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Advocate Investing Services’s JPMorgan Chase JPM Stock Holding History

Advocate Investing Services’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 		$188K Sell
575
-24
-4% -$7.45K 0.15% 105
2026
Q1 		$176K Hold
599
– – 0.15% 105
2025
Q4 		$193K Buy
+599
New +$185K 0.17% 87

Other funds holding JPM

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advocate Investing Services's JPM Position: Q2 2026 in Review

Advocate Investing Services reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $7.45K and leaving 575 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #105.

Advocate Investing Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $193K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advocate Investing Services held 575 shares of JPMorgan Chase worth $188K as of Q2 2026.
  • Advocate Investing Services sold 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
  • JPMorgan Chase made up 0.15% of Advocate Investing Services's portfolio in Q2 2026, its #105 holding.
  • Advocate Investing Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's JPMorgan Chase position peaked at $193K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.