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Armstrong Advisory Group’s JPMorgan Chase JPM Stock Holding History

Armstrong Advisory Group’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
Q3 		$1.54M Sell
4,642
-8
-0.2% -$2.8K 0.09% 68
2026
Q2 		$1.52M Sell
4,650
-67
-1% -$20.8K 0.09% 71
2026
Q1 		$1.39M Sell
4,717
-229
-5% -$69.5K 0.09% 72
2025
Q4 		$1.59M Buy
4,946
+81
+2% +$25.1K 0.11% 64
2025
Q3 		$1.53M Buy
4,865
+58
+1% +$17.3K 0.11% 62
2025
Q2 		$1.39M Buy
4,807
+163
+4% +$41.6K 0.11% 57
2025
Q1 		$1.11M Hold
4,644
– – 0.09% 59
2024
Q4 		$1.11M Buy
4,644
+549
+13% +$128K 0.09% 59
2024
Q3 		$863K Sell
4,095
-26
-0.6% -$5.48K 0.07% 71
2024
Q2 		$834K Buy
4,121
+522
+15% +$102K 0.07% 69
2024
Q1 		$612K Hold
3,599
– – 0.06% 83
2023
Q4 		$612K Sell
3,599
-5
-0.1% -$758 0.06% 83
2023
Q3 		$523K Buy
3,604
+13
+0.4% +$1.95K 0.06% 81
2023
Q2 		$522K Sell
3,591
-333
-8% -$45.8K 0.06% 88
2023
Q1 		$511K Sell
3,924
-9
-0.2% -$1.23K 0.06% 87
2022
Q4 		$527K Buy
+3,933
New +$498K 0.07% 89

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armstrong Advisory Group's JPM Position: Q3 2026 in Review

Armstrong Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.17% in Q3 2026, selling an estimated $2.8K and leaving 4,642 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #68.

Armstrong Advisory Group first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q4 2025. 241 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Armstrong Advisory Group held 4,642 shares of JPMorgan Chase worth $1.54M as of Q3 2026.
  • Armstrong Advisory Group sold 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 0.09% of Armstrong Advisory Group's portfolio in Q3 2026, its #68 holding.
  • Armstrong Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's JPMorgan Chase position peaked at $1.59M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.