Alaska Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Alaska Wealth 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	$405K	Buy	1,239 +66	+6%	+$20.5K	0.04%	59
2026 Q1	$345K	Sell	1,173 -82	-7%	-$24.9K	0.04%	61
2025 Q4	$404K	Buy	1,255 +92	+8%	+$28.5K	0.05%	56
2025 Q3	$367K	Hold	1,163	–	–	0.05%	57
2025 Q2	$337K	Buy	+1,163	New	+$297K	0.05%	58
2020 Q1	–	Sell	-2,367	Closed	-$330K	–	64
2019 Q4	$330K	Buy	+2,367	New	+$304K	0.05%	50

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alaska Wealth Advisors's JPM Position: Q2 2026 in Review

Alaska Wealth Advisors increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,239 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #59.

Alaska Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 6 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alaska Wealth Advisors held 1,239 shares of JPMorgan Chase worth $405K as of Q2 2026.
Alaska Wealth Advisors bought 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
JPMorgan Chase made up 0.04% of Alaska Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Alaska Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 6 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.