Advus Financial Partners’s JPMorgan Chase JPM Stock Holding History

Advus Financial Partners’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	$2.19M	Sell	6,618 -923	-12%	-$323K	0.62%	33
2026 Q2	$2.47M	Buy	7,541 +6,702	+799%	+$2.08M	0.7%	31
2026 Q1	$247K	Buy	+839	New	+$255K	0.09%	63
2025 Q1	–	Sell	-1,009	Closed	-$242K	–	62
2024 Q4	$242K	Buy	+1,009	New	+$235K	0.1%	58
2021 Q4	–	Sell	-7,696	Closed	-$1.22M	–	73
2021 Q3	$1.22M	Buy	+7,696	New	+$1.21M	0.67%	26

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Advus Financial Partners's JPM Position: Q3 2026 in Review

Advus Financial Partners reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $323K and leaving 6,618 shares worth $2.19M. The position accounts for 0.62% of the portfolio, ranked #33.

Advus Financial Partners first reported a position in JPM in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.47M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Advus Financial Partners held 6,618 shares of JPMorgan Chase worth $2.19M as of Q3 2026.
Advus Financial Partners sold 923 JPMorgan Chase shares in Q3 2026, an estimated $323K.
JPMorgan Chase made up 0.62% of Advus Financial Partners's portfolio in Q3 2026, its #33 holding.
Advus Financial Partners first reported a position in JPMorgan Chase in Q3 2021 and has held it in 5 quarters since.
Advus Financial Partners's JPMorgan Chase position peaked at $2.47M in Q2 2026.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.