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Annex Advisory Services’s JPMorgan Chase JPM Stock Holding History

Annex Advisory Services’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 		$16.8M Sell
51,318
-969
-2% -$301K 0.29% 70
2026
Q1 		$15.4M Buy
52,287
+4,106
+9% +$1.25M 0.29% 73
2025
Q4 		$15.5M Buy
48,181
+1,102
+2% +$341K 0.3% 70
2025
Q3 		$14.9M Sell
47,079
-6,262
-12% -$1.86M 0.32% 63
2025
Q2 		$15.5M Buy
53,341
+946
+2% +$241K 0.37% 57
2025
Q1 		$12.9M Sell
52,395
-2,746
-5% -$700K 0.36% 61
2024
Q4 		$13.2M Buy
55,141
+3,927
+8% +$915K 0.4% 57
2024
Q3 		$10.8M Sell
51,214
-57,588
-53% -$12.1M 0.35% 60
2024
Q2 		$22M Buy
108,802
+7,359
+7% +$1.44M 0.78% 29
2024
Q1 		$20.3M Buy
101,443
+2,589
+3% +$467K 0.72% 29
2023
Q4 		$16.8M Buy
98,854
+7,380
+8% +$1.12M 0.7% 34
2023
Q3 		$13.3M Buy
91,474
+13,639
+18% +$2.04M 0.8% 32
2023
Q2 		$11.3M Buy
77,835
+3,037
+4% +$418K 0.63% 35
2023
Q1 		$9.75M Buy
74,798
+40,861
+120% +$5.6M 0.52% 34
2022
Q4 		$4.55M Buy
33,937
+667
+2% +$84.5K 0.26% 61
2022
Q3 		$3.48M Sell
33,270
-705
-2% -$80.9K 0.23% 69
2022
Q2 		$3.83M Buy
33,975
+1,392
+4% +$172K 0.28% 67
2022
Q1 		$4.44M Sell
32,583
-13,460
-29% -$1.99M 0.33% 61
2021
Q4 		$7.29M Buy
46,043
+2,551
+6% +$419K 0.5% 32
2021
Q3 		$7.12M Buy
43,492
+2,652
+6% +$416K 0.58% 25
2021
Q2 		$6.35M Buy
40,840
+2,845
+7% +$447K 0.51% 23
2021
Q1 		$5.78M Sell
37,995
-338
-0.9% -$48.6K 0.56% 25
2020
Q4 		$4.87M Buy
38,333
+2,084
+6% +$233K 0.48% 28
2020
Q3 		$3.49M Buy
36,249
+1,471
+4% +$144K 0.44% 25
2020
Q2 		$3.27M Buy
34,778
+3,215
+10% +$305K 0.46% 24
2020
Q1 		$2.84M Buy
31,563
+2,733
+9% +$332K 0.4% 23
2019
Q4 		$4.02M Buy
28,830
+627
+2% +$80.4K 0.49% 22
2019
Q3 		$3.32M Buy
28,203
+930
+3% +$105K 0.45% 25
2019
Q2 		$3.05M Buy
27,273
+4,834
+22% +$533K 0.43% 27
2019
Q1 		$2.27M Sell
22,439
-157
-0.7% -$16.2K 0.34% 33
2018
Q4 		$2.21M Buy
22,596
+2,278
+11% +$243K 0.35% 37
2018
Q3 		$2.29M Buy
20,318
+1,545
+8% +$175K 0.35% 34
2018
Q2 		$1.96M Buy
18,773
+982
+6% +$108K 0.33% 37
2018
Q1 		$1.96M Buy
17,791
+1,255
+8% +$142K 0.36% 32
2017
Q4 		$1.77M Buy
16,536
+920
+6% +$93.2K 0.33% 31
2017
Q3 		$1.49M Buy
15,616
+1,410
+10% +$130K 0.31% 31
2017
Q2 		$1.3M Buy
14,206
+1,304
+10% +$113K 0.29% 29
2017
Q1 		$1.13M Buy
12,902
+1,497
+13% +$132K 0.28% 29
2016
Q4 		$984K Buy
11,405
+419
+4% +$32K 0.24% 34
2016
Q3 		$732K Buy
10,986
+476
+5% +$31K 0.19% 44
2016
Q2 		$653K Buy
10,510
+90
+0.9% +$5.62K 0.18% 52
2016
Q1 		$617K Sell
10,420
-299
-3% -$17.5K 0.18% 55
2015
Q4 		$708K Buy
10,719
+1,163
+12% +$75.7K 0.21% 39
2015
Q3 		$583K Buy
9,556
+2,684
+39% +$176K 0.19% 41
2015
Q2 		$466K Buy
6,872
+1,883
+38% +$123K 0.15% 50
2015
Q1 		$302K Buy
+4,989
New +$295K 0.1% 80

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Annex Advisory Services's JPM Position: Q2 2026 in Review

Annex Advisory Services reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $301K and leaving 51,318 shares worth $16.8M. The position accounts for 0.29% of the portfolio, ranked #70.

Annex Advisory Services first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. The position peaked at $22M in Q2 2024. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Annex Advisory Services held 51,318 shares of JPMorgan Chase worth $16.8M as of Q2 2026.
  • Annex Advisory Services sold 969 JPMorgan Chase shares in Q2 2026, an estimated $301K.
  • JPMorgan Chase made up 0.29% of Annex Advisory Services's portfolio in Q2 2026, its #70 holding.
  • Annex Advisory Services first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
  • Annex Advisory Services's JPMorgan Chase position peaked at $22M in Q2 2024.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.