AA
JPM icon

Aire Advisors’s JPMorgan Chase JPM Stock Holding History

Aire Advisors’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 		$4.3M Buy
13,127
+170
+1% +$52.8K 0.7% 33
2026
Q1 		$3.81M Buy
12,957
+336
+3% +$102K 0.7% 38
2025
Q4 		$4.07M Buy
12,621
+36
+0.3% +$11.1K 0.74% 34
2025
Q3 		$3.97M Buy
12,585
+15
+0.1% +$4.46K 0.72% 34
2025
Q2 		$3.64M Buy
12,570
+218
+2% +$55.6K 0.71% 35
2025
Q1 		$3.03M Sell
12,352
-298
-2% -$76K 0.64% 36
2024
Q4 		$3.03M Buy
12,650
+491
+4% +$114K 0.62% 38
2024
Q3 		$2.56M Sell
12,159
-11
-0.1% -$2.32K 0.57% 39
2024
Q2 		$2.46M Buy
12,170
+1,800
+17% +$352K 0.56% 39
2024
Q1 		$2.08M Sell
10,370
-92
-0.9% -$16.6K 0.47% 44
2023
Q4 		$1.78M Buy
10,462
+468
+5% +$70.9K 0.44% 51
2023
Q3 		$1.45M Sell
9,994
-1,333
-12% -$200K 0.39% 52
2023
Q2 		$1.65M Buy
11,327
+997
+10% +$137K 0.43% 49
2023
Q1 		$1.35M Sell
10,330
-957
-8% -$131K 0.38% 51
2022
Q4 		$1.51M Sell
11,287
-393
-3% -$49.8K 0.46% 45
2022
Q3 		$1.22M Sell
11,680
-505
-4% -$58K 0.42% 41
2022
Q2 		$1.38M Buy
12,185
+524
+4% +$64.9K 0.49% 36
2022
Q1 		$1.59M Sell
11,661
-184
-2% -$27.2K 0.57% 34
2021
Q4 		$1.88M Buy
+11,845
New +$1.95M 0.81% 25

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Aire Advisors's JPM Position: Q2 2026 in Review

Aire Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $52.8K and bringing the position to 13,127 shares worth $4.3M. The position accounts for 0.7% of the portfolio, ranked #33.

Aire Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aire Advisors held 13,127 shares of JPMorgan Chase worth $4.3M as of Q2 2026.
  • Aire Advisors bought 170 JPMorgan Chase shares in Q2 2026, an estimated $52.8K.
  • JPMorgan Chase made up 0.7% of Aire Advisors's portfolio in Q2 2026, its #33 holding.
  • Aire Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.