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Alexander Randolph Advisory’s JPMorgan Chase JPM Stock Holding History

Alexander Randolph Advisory’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 		$3.07M Sell
9,385
-772
-8% -$240K 2.53% 11
2026
Q1 		$2.99M Buy
10,157
+177
+2% +$53.7K 2.58% 10
2025
Q4 		$3.22M Sell
9,980
-41
-0.4% -$12.7K 2.67% 9
2025
Q3 		$3.16M Sell
10,021
-172
-2% -$51.2K 2.61% 11
2025
Q2 		$2.96M Sell
10,193
-2,536
-20% -$647K 2.65% 12
2025
Q1 		$3.12M Sell
12,729
-630
-5% -$161K 3.06% 11
2024
Q4 		$3.2M Sell
13,359
-270
-2% -$62.9K 2.97% 11
2024
Q3 		$2.87M Sell
13,629
-4,383
-24% -$923K 2.54% 13
2024
Q2 		$3.64M Sell
18,012
-678
-4% -$133K 3.41% 9
2024
Q1 		$3.74M Sell
18,690
-239
-1% -$43.1K 3.28% 9
2023
Q4 		$3.22M Buy
+18,929
New +$2.87M 2.93% 11

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

Alexander Randolph Advisory's JPM Position: Q2 2026 in Review

Alexander Randolph Advisory reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $240K and leaving 9,385 shares worth $3.07M. The position accounts for 2.53% of the portfolio, ranked #11.

Alexander Randolph Advisory first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.74M in Q1 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alexander Randolph Advisory held 9,385 shares of JPMorgan Chase worth $3.07M as of Q2 2026.
  • Alexander Randolph Advisory sold 772 JPMorgan Chase shares in Q2 2026, an estimated $240K.
  • JPMorgan Chase made up 2.53% of Alexander Randolph Advisory's portfolio in Q2 2026, its #11 holding.
  • Alexander Randolph Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Alexander Randolph Advisory's JPMorgan Chase position peaked at $3.74M in Q1 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alexander Randolph Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.