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Annis Gardner Whiting Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Annis Gardner Whiting Capital 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 		$6.54M Sell
19,980
-272
-1% -$84.5K 0.98% 16
2026
Q1 		$5.96M Buy
20,252
+961
+5% +$292K 0.95% 15
2025
Q4 		$6.22M Buy
19,291
+3,439
+22% +$1.06M 1.18% 12
2025
Q3 		$5M Buy
15,852
+1,102
+7% +$328K 1.03% 12
2025
Q2 		$4.28M Buy
14,750
+798
+6% +$204K 1.48% 8
2025
Q1 		$3.42M Sell
13,952
-417
-3% -$106K 1.45% 10
2024
Q4 		$3.44M Sell
14,369
-277
-2% -$64.5K 0.96% 14
2024
Q3 		$3.09M Sell
14,646
-886
-6% -$187K 0.87% 14
2024
Q2 		$3.14M Buy
15,532
+9,452
+155% +$1.85M 0.89% 15
2024
Q1 		$1.22M Buy
6,080
+913
+18% +$165K 0.44% 32
2023
Q4 		$879K Buy
5,167
+500
+11% +$75.8K 0.39% 45
2023
Q3 		$677K Buy
+4,667
New +$700K 0.36% 47

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's JPM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $84.5K and leaving 19,980 shares worth $6.54M. The position accounts for 0.98% of the portfolio, ranked #16.

Annis Gardner Whiting Capital Advisors first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 19,980 shares of JPMorgan Chase worth $6.54M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 272 JPMorgan Chase shares in Q2 2026, an estimated $84.5K.
  • JPMorgan Chase made up 0.98% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.