All Terrain Financial Advisors’s JPMorgan Chase JPM Stock Holding History

All Terrain Financial 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	$98.2K	Hold	300	–	–	0.02%	150
2026 Q1	$88.2K	Buy	+300	New	+$91K	0.02%	139
2025 Q4	–	Sell	-300	Closed	-$94.6K	–	134
2025 Q3	$94.6K	Hold	300	–	–	0.02%	136
2025 Q2	$87K	Buy	+300	New	+$76.6K	0.03%	115
2019 Q2	–	Sell	-200	Closed	-$20K	–	230
2019 Q1	$20K	Hold	200	–	–	0.01%	228
2018 Q4	$20K	Buy	+200	New	+$21.3K	0.01%	193
2018 Q3	–	Sell	-500	Closed	-$52K	–	250
2018 Q2	$52K	Buy	+500	New	+$54.9K	0.02%	213

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

All Terrain Financial Advisors's JPM Position: Q2 2026 in Review

All Terrain Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $311 and bringing the position to 2,003 shares worth $656K. The position accounts for 0.11% of the portfolio, ranked #94.

All Terrain Financial Advisors first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.72M in Q4 2024. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

All Terrain Financial Advisors held 2,003 shares of JPMorgan Chase worth $656K as of Q2 2026.
All Terrain Financial Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.11% of All Terrain Financial Advisors's portfolio in Q2 2026, its #94 holding.
All Terrain Financial Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
All Terrain Financial Advisors's JPMorgan Chase position peaked at $3.72M in Q4 2024.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.