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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Armstrong Advisory Group's JPM Position: Q2 2026 in Review

Armstrong Advisory Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $20.8K and leaving 4,650 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #71.

Armstrong Advisory Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q4 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Armstrong Advisory Group held 4,650 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
Armstrong Advisory Group sold 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
JPMorgan Chase made up 0.09% of Armstrong Advisory Group's portfolio in Q2 2026, its #71 holding.
Armstrong Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's JPMorgan Chase position peaked at $1.59M in Q4 2025.
3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.