AA
JPM icon

AJ Advisors’s JPMorgan Chase JPM Stock Holding History

AJ 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 		$1.57M Buy
4,784
+15
+0.3% +$4.66K 0.49% 16
2026
Q1 		$1.4M Sell
4,769
-374
-7% -$114K 0.52% 14
2025
Q4 		$1.66M Sell
5,143
-304
-6% -$94.1K 0.61% 15
2025
Q3 		$1.72M Sell
5,447
-854
-14% -$254K 0.7% 16
2025
Q2 		$1.83M Sell
6,301
-640
-9% -$163K 0.81% 15
2025
Q1 		$1.7M Buy
6,941
+10
+0.1% +$2.55K 0.87% 12
2024
Q4 		$1.66M Sell
6,931
-246
-3% -$57.3K 0.86% 12
2024
Q3 		$1.51M Buy
7,177
+26
+0.4% +$5.48K 0.78% 14
2024
Q2 		$1.45M Sell
7,151
-2,728
-28% -$533K 0.8% 14
2024
Q1 		$1.98M Sell
9,879
-22
-0.2% -$3.97K 1.09% 12
2023
Q4 		$1.68M Buy
9,901
+5,844
+144% +$886K 1.04% 13
2023
Q3 		$588K Buy
4,057
+2,523
+164% +$378K 0.44% 15
2023
Q2 		$223K Buy
+1,534
New +$211K 0.16% 32
2023
Q1 		– Sell
-1,776
Closed -$238K – 39
2022
Q4 		$238K Buy
+1,776
New +$225K 0.19% 33

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

AJ Advisors's JPM Position: Q2 2026 in Review

AJ Advisors increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $4.66K and bringing the position to 4,784 shares worth $1.57M. The position accounts for 0.49% of the portfolio, ranked #16.

AJ Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q1 2024. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AJ Advisors held 4,784 shares of JPMorgan Chase worth $1.57M as of Q2 2026.
  • AJ Advisors bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.49% of AJ Advisors's portfolio in Q2 2026, its #16 holding.
  • AJ Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • AJ Advisors's JPMorgan Chase position peaked at $1.98M in Q1 2024.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.