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Anderson Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Anderson Financial Strategies’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 		$665K Hold
1,862
– – 0.35% 31
2026
Q1 		$576K Sell
1,862
-200
-10% -$60.7K 0.32% 30
2025
Q4 		$664K Sell
2,062
-100
-5% -$31K 0.39% 31
2025
Q3 		$682K Hold
2,162
– – 0.4% 31
2025
Q2 		$627K Hold
2,162
– – 0.4% 29
2025
Q1 		$530K Buy
2,162
+200
+10% +$51K 0.32% 32
2024
Q4 		$470K Buy
+1,962
New +$457K 0.28% 34

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

Anderson Financial Strategies's JPM Position: Q2 2026 in Review

Anderson Financial Strategies held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,862 shares worth $665K. The position accounts for 0.35% of the portfolio, ranked #31.

Anderson Financial Strategies first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q3 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Anderson Financial Strategies held 1,862 shares of JPMorgan Chase worth $665K as of Q2 2026.
  • Anderson Financial Strategies left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.35% of Anderson Financial Strategies's portfolio in Q2 2026, its #31 holding.
  • Anderson Financial Strategies first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Anderson Financial Strategies's JPMorgan Chase position peaked at $682K in Q3 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.