America First Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $828K | Hold |
2,529
| – | – | 0.15% | 30 |
|
|
2026
Q1 | $744K | Hold |
2,529
| – | – | 0.14% | 30 |
|
|
2025
Q4 | $815K | Hold |
2,529
| – | – | 0.15% | 30 |
|
|
2025
Q3 | $798K | Hold |
2,529
| – | – | 0.15% | 29 |
|
|
2025
Q2 | $733K | Sell |
2,529
-9
| -0.4% | -$2.3K | 0.15% | 29 |
|
|
2025
Q1 | $623K | Buy |
2,538
+9
| +0.4% | +$2.29K | 0.13% | 29 |
|
|
2024
Q4 | $606K | Hold |
2,529
| – | – | 0.13% | 27 |
|
|
2024
Q3 | $533K | Hold |
2,529
| – | – | 0.12% | 32 |
|
|
2024
Q2 | $512K | Hold |
2,529
| – | – | 0.13% | 32 |
|
|
2024
Q1 | $507K | Hold |
2,529
| – | – | 0.12% | 32 |
|
|
2023
Q4 | $430K | Hold |
2,529
| – | – | 0.11% | 34 |
|
|
2023
Q3 | $367K | Hold |
2,529
| – | – | 0.1% | 35 |
|
|
2023
Q2 | $368K | Hold |
2,529
| – | – | 0.1% | 35 |
|
|
2023
Q1 | $330K | Buy |
2,529
+429
| +20% | +$58.8K | 0.09% | 35 |
|
|
2022
Q4 | $282K | Hold |
2,100
| – | – | 0.08% | 36 |
|
|
2022
Q3 | $219K | Hold |
2,100
| – | – | 0.08% | 36 |
|
|
2022
Q2 | $236K | Hold |
2,100
| – | – | 0.08% | 37 |
|
|
2022
Q1 | $286K | Hold |
2,100
| – | – | 0.08% | 38 |
|
|
2021
Q4 | $333K | Sell |
2,100
-50
| -2% | -$8.21K | 0.09% | 39 |
|
|
2021
Q3 | $352K | Sell |
2,150
-3,400
| -61% | -$533K | 0.11% | 37 |
|
|
2021
Q2 | $863K | Hold |
5,550
| – | – | 0.25% | 29 |
|
|
2021
Q1 | $845K | Hold |
5,550
| – | – | 0.26% | 30 |
|
|
2020
Q4 | $705K | Hold |
5,550
| – | – | 0.21% | 31 |
|
|
2020
Q3 | $534K | Hold |
5,550
| – | – | 0.17% | 33 |
|
|
2020
Q2 | $522K | Hold |
5,550
| – | – | 0.17% | 34 |
|
|
2020
Q1 | $500K | Sell |
5,550
-40
| -0.7% | -$4.86K | 0.18% | 34 |
|
|
2019
Q4 | $779K | Hold |
5,590
| – | – | 0.23% | 29 |
|
|
2019
Q3 | $658K | Hold |
5,590
| – | – | 0.2% | 31 |
|
|
2019
Q2 | $625K | Buy |
+5,590
| New | +$616K | 0.19% | 31 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$31K | – | 124 |
|
|
2017
Q1 | $31K | Buy |
+350
| New | +$30.9K | 0.01% | 82 |
|
|
2014
Q4 | – | Sell |
-382
| Closed | -$23K | – | 151 |
|
|
2014
Q3 | $23K | Hold |
382
| – | – | 0.01% | 101 |
|
|
2014
Q2 | $22K | Sell |
382
-400
| -51% | -$22.5K | 0.01% | 101 |
|
|
2014
Q1 | $47K | Sell |
782
-75
| -9% | -$4.33K | 0.02% | 82 |
|
|
2013
Q4 | $50K | Hold |
857
| – | – | 0.02% | 80 |
|
|
2013
Q3 | $44K | Buy |
857
+475
| +124% | +$25.5K | 0.02% | 85 |
|
|
2013
Q2 | $20K | Buy |
+382
| New | +$19.4K | 0.01% | 103 |
|
Other funds holding JPM
America First Investment Advisors's JPM Position: Q2 2026 in Review
America First Investment Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,529 shares worth $828K. The position accounts for 0.15% of the portfolio, ranked #30.
America First Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 36 quarters since. The position peaked at $863K in Q2 2021. 3,107 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- America First Investment Advisors held 2,529 shares of JPMorgan Chase worth $828K as of Q2 2026.
- America First Investment Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.15% of America First Investment Advisors's portfolio in Q2 2026, its #30 holding.
- America First Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 36 quarters since.
- America First Investment Advisors's JPMorgan Chase position peaked at $863K in Q2 2021.
- 3,107 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on America First Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.