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American Financial Advisors’s JPMorgan Chase JPM Stock Holding History

American 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 		$604K Buy
1,844
+9
+0.5% +$2.79K 0.07% 92
2026
Q1 		$540K Buy
1,835
+9
+0.5% +$2.73K 0.07% 82
2025
Q4 		$589K Buy
1,826
+8
+0.4% +$2.48K 0.08% 82
2025
Q3 		$573K Buy
1,818
+26
+1% +$7.73K 0.07% 86
2025
Q2 		$520K Buy
1,792
+10
+0.6% +$2.55K 0.07% 88
2025
Q1 		$437K Sell
1,782
-52
-3% -$13.3K 0.06% 88
2024
Q4 		$440K Sell
1,834
-14
-0.8% -$3.26K 0.06% 87
2024
Q3 		$390K Sell
1,848
-99
-5% -$20.9K 0.05% 97
2024
Q2 		$394K Sell
1,947
-188
-9% -$36.8K 0.06% 93
2024
Q1 		$428K Buy
2,135
+468
+28% +$84.4K 0.06% 93
2023
Q4 		$284K Buy
1,667
+12
+0.7% +$1.82K 0.04% 113
2023
Q3 		$240K Buy
1,655
+125
+8% +$18.7K 0.04% 117
2023
Q2 		$222K Buy
+1,530
New +$210K 0.03% 125
2023
Q1 		– Sell
-1,511
Closed -$203K – 130
2022
Q4 		$203K Buy
+1,511
New +$191K 0.03% 119
2022
Q2 		– Sell
-1,485
Closed -$202K – 116
2022
Q1 		$202K Buy
1,485
+7
+0.5% +$1.03K 0.03% 125
2021
Q4 		$234K Buy
1,478
+6
+0.4% +$985 0.03% 119
2021
Q3 		$241K Buy
1,472
+6
+0.4% +$941 0.03% 117
2021
Q2 		$228K Buy
1,466
+6
+0.4% +$942 0.03% 123
2021
Q1 		$222K Buy
+1,460
New +$210K 0.03% 120

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

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

American Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.49% in Q2 2026, buying an estimated $2.79K and bringing the position to 1,844 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #92.

American Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • American Financial Advisors held 1,844 shares of JPMorgan Chase worth $604K as of Q2 2026.
  • American Financial Advisors bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
  • JPMorgan Chase made up 0.07% of American Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • American Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.