Ashton Thomas Securities’s JPMorgan Chase JPM Stock Holding History

Ashton Thomas Securities’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	$5.21M	Buy	16,055 +2,410	+18%	+$748K	0.77%	26
2026 Q1	$4.01M	Buy	13,645 +7,386	+118%	+$2.24M	0.5%	46
2025 Q4	$2.02M	Buy	6,259 +176	+3%	+$54.5K	0.38%	62
2025 Q3	$1.92M	Buy	6,083 +1,632	+37%	+$485K	0.27%	97
2025 Q2	$1.29M	Sell	4,451 -293	-6%	-$74.8K	0.31%	84
2025 Q1	$1.16M	Sell	4,744 -3,623	-43%	-$924K	0.32%	79
2024 Q4	$2M	Buy	8,367 +1,012	+14%	+$236K	0.55%	46
2024 Q3	$1.55M	Buy	7,355 +1,139	+18%	+$240K	0.3%	81
2024 Q2	$1.29M	Buy	+6,216	New	+$1.22M	0.31%	82

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ashton Thomas Securities's JPM Position: Q2 2026 in Review

Ashton Thomas Securities increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $748K and bringing the position to 16,055 shares worth $5.21M. The position accounts for 0.77% of the portfolio, ranked #26.

Ashton Thomas Securities first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ashton Thomas Securities held 16,055 shares of JPMorgan Chase worth $5.21M as of Q2 2026.
Ashton Thomas Securities bought 2,410 JPMorgan Chase shares in Q2 2026, an estimated $748K.
JPMorgan Chase made up 0.77% of Ashton Thomas Securities's portfolio in Q2 2026, its #26 holding.
Ashton Thomas Securities first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.