Alesco Advisors’s JPMorgan Chase JPM Stock Holding History

Alesco 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	$3.53M	Sell	10,786 -8	-0.1%	-$2.48K	0.08%	60
2026 Q1	$3.18M	Buy	10,794 +772	+8%	+$234K	0.08%	62
2025 Q4	$3.23M	Sell	10,022 -296	-3%	-$91.6K	0.08%	60
2025 Q3	$3.25M	Buy	10,318 +2,144	+26%	+$638K	0.09%	57
2025 Q2	$2.37M	Buy	8,174 +81	+1%	+$20.7K	0.07%	61
2025 Q1	$1.99M	Buy	8,093 +53	+0.7%	+$13.5K	0.06%	64
2024 Q4	$1.93M	Buy	8,040 +751	+10%	+$175K	0.06%	65
2024 Q3	$1.54M	Hold	7,289	–	–	0.05%	69
2024 Q2	$1.47M	Sell	7,289 -167	-2%	-$32.6K	0.05%	71
2024 Q1	$1.49M	Buy	7,456 +93	+1%	+$16.8K	0.05%	69
2023 Q4	$1.25M	Sell	7,363 -446	-6%	-$67.6K	0.04%	75
2023 Q3	$1.13M	Sell	7,809 -1	-0%	-$150	0.04%	75
2023 Q2	$1.14M	Hold	7,810	–	–	0.04%	76
2023 Q1	$1.02M	Buy	7,810 +197	+3%	+$27K	0.04%	83
2022 Q4	$1.02M	Sell	7,613 -505	-6%	-$64K	0.04%	85
2022 Q3	$848K	Hold	8,118	–	–	0.04%	84
2022 Q2	$914K	Buy	8,118 +1,542	+23%	+$191K	0.04%	83
2022 Q1	$896K	Sell	6,576 -24	-0.4%	-$3.54K	0.03%	82
2021 Q4	$1.04M	Sell	6,600 -605	-8%	-$99.4K	0.04%	73
2021 Q3	$1.18M	Hold	7,205	–	–	0.04%	66
2021 Q2	$1.12M	Hold	7,205	–	–	0.04%	68
2021 Q1	$1.1M	Sell	7,205 -102	-1%	-$14.7K	0.04%	66
2020 Q4	$929K	Sell	7,307 -789	-10%	-$88.2K	0.04%	73
2020 Q3	$779K	Sell	8,096 -354	-4%	-$34.8K	0.04%	76
2020 Q2	$795K	Hold	8,450	–	–	0.04%	76
2020 Q1	$761K	Buy	8,450 +225	+3%	+$27.3K	0.05%	77
2019 Q4	$1.15M	Sell	8,225 -633	-7%	-$81.2K	0.06%	76
2019 Q3	$1.04M	Sell	8,858 -70	-0.8%	-$7.92K	0.06%	74
2019 Q2	$998K	Hold	8,928	–	–	0.05%	80
2019 Q1	$904K	Buy	8,928 +116	+1%	+$11.9K	0.05%	83
2018 Q4	$860K	Sell	8,812 -1,287	-13%	-$137K	0.05%	81
2018 Q3	$1.14M	Buy	10,099 +503	+5%	+$57.1K	0.06%	69
2018 Q2	$1M	Hold	9,596	–	–	0.06%	69
2018 Q1	$1.05M	Buy	9,596 +12	+0.1%	+$1.36K	0.06%	67
2017 Q4	$1.02M	Sell	9,584 -943	-9%	-$95.5K	0.06%	68
2017 Q3	$1M	Buy	10,527 +18	+0.2%	+$1.66K	0.06%	71
2017 Q2	$961K	Hold	10,509	–	–	0.06%	71
2017 Q1	$923K	Sell	10,509 -1,056	-9%	-$93.2K	0.07%	68
2016 Q4	$998K	Sell	11,565 -2,122	-16%	-$162K	0.08%	64
2016 Q3	$911K	Hold	13,687	–	–	0.07%	65
2016 Q2	$851K	Hold	13,687	–	–	0.07%	62
2016 Q1	$811K	Sell	13,687 -574	-4%	-$33.5K	0.07%	61
2015 Q4	$942K	Buy	14,261 +902	+7%	+$58.7K	0.08%	58
2015 Q3	$814K	Hold	13,359	–	–	0.07%	60
2015 Q2	$905K	Hold	13,359	–	–	0.08%	61
2015 Q1	$809K	Sell	13,359 -28	-0.2%	-$1.66K	0.07%	58
2014 Q4	$838K	Sell	13,387 -120	-0.9%	-$7.22K	0.08%	60
2014 Q3	$814K	Hold	13,507	–	–	0.08%	57
2014 Q2	$778K	Sell	13,507 -6	-0%	-$337	0.08%	58
2014 Q1	$820K	Sell	13,513 -58	-0.4%	-$3.35K	0.08%	55
2013 Q4	$794K	Sell	13,571 -950	-7%	-$52K	0.08%	58
2013 Q3	$751K	Buy	14,521 +1,939	+15%	+$104K	0.09%	53
2013 Q2	$664K	Buy	+12,582	New	+$640K	0.08%	52

Other funds holding JPM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Alesco Advisors's JPM Position: Q2 2026 in Review

Alesco Advisors reduced its JPMorgan Chase (JPM) stake by 0.07% in Q2 2026, selling an estimated $2.48K and leaving 10,786 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #60.

Alesco Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,341 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alesco Advisors held 10,786 shares of JPMorgan Chase worth $3.53M as of Q2 2026.
Alesco Advisors sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
JPMorgan Chase made up 0.08% of Alesco Advisors's portfolio in Q2 2026, its #60 holding.
Alesco Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
3,341 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.