American Capital Advisory’s JPMorgan Chase JPM Stock Holding History

American Capital 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	$980K	Sell	2,995 -42	-1%	-$13K	0.36%	50
2026 Q1	$893K	Sell	3,037 -342	-10%	-$104K	0.36%	48
2025 Q4	$1.09M	Buy	3,379 +17	+0.5%	+$5.26K	0.47%	40
2025 Q3	$1.06M	Sell	3,362 -220	-6%	-$65.4K	0.49%	39
2025 Q2	$1.04M	Sell	3,582 -113	-3%	-$28.8K	0.52%	39
2025 Q1	$906K	Buy	3,695 +190	+5%	+$48.4K	0.49%	40
2024 Q4	$840K	Hold	3,505	–	–	0.47%	46
2024 Q3	$739K	Sell	3,505 -1,226	-26%	-$258K	0.43%	49
2024 Q2	$805K	Buy	4,731 +668	+16%	+$131K	0.57%	39
2024 Q1	$529K	Sell	4,063 -668	-14%	-$121K	0.46%	56
2023 Q4	$805K	Buy	+4,731	New	+$717K	0.57%	39

Other funds holding JPM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

American Capital Advisory's JPM Position: Q2 2026 in Review

American Capital Advisory reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $13K and leaving 2,995 shares worth $980K. The position accounts for 0.36% of the portfolio, ranked #50.

American Capital Advisory first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

American Capital Advisory held 2,995 shares of JPMorgan Chase worth $980K as of Q2 2026.
American Capital Advisory sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
JPMorgan Chase made up 0.36% of American Capital Advisory's portfolio in Q2 2026, its #50 holding.
American Capital Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's JPMorgan Chase position peaked at $1.09M in Q4 2025.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.