AFA
JPM icon

Allium Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Allium 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 		$873K Sell
2,668
-90
-3% -$27.9K 0.57% 33
2026
Q1 		$811K Hold
2,758
– – 0.65% 30
2025
Q4 		$889K Sell
2,758
-266
-9% -$82.4K 0.7% 27
2025
Q3 		$954K Sell
3,024
-3
-0.1% -$892 0.79% 25
2025
Q2 		$878K Sell
3,027
-30
-1% -$7.66K 0.76% 25
2025
Q1 		$750K Buy
+3,057
New +$779K 0.68% 25

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

Allium Financial Advisors's JPM Position: Q2 2026 in Review

Allium Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $27.9K and leaving 2,668 shares worth $873K. The position accounts for 0.57% of the portfolio, ranked #33.

Allium Financial Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $954K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Allium Financial Advisors held 2,668 shares of JPMorgan Chase worth $873K as of Q2 2026.
  • Allium Financial Advisors sold 90 JPMorgan Chase shares in Q2 2026, an estimated $27.9K.
  • JPMorgan Chase made up 0.57% of Allium Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Allium Financial Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's JPMorgan Chase position peaked at $954K in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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