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Astoria Portfolio Advisors’s JPMorgan Chase JPM Stock Holding History

Astoria Portfolio 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 		$2.97M Buy
9,073
+898
+11% +$279K 0.5% 31
2026
Q1 		$2.55M Buy
8,175
+158
+2% +$48K 0.54% 30
2025
Q4 		$2.39M Sell
8,017
-261
-3% -$80.8K 0.54% 28
2025
Q3 		$2.52M Sell
8,278
-905
-10% -$269K 0.66% 26
2025
Q2 		$2.72M Sell
9,183
-281
-3% -$71.7K 0.77% 23
2025
Q1 		$2.28M Sell
9,464
-1,273
-12% -$325K 0.78% 26
2024
Q4 		$2.66M Buy
10,737
+103
+1% +$24K 0.95% 21
2024
Q3 		$2.36M Sell
10,634
-3,964
-27% -$835K 0.81% 22
2024
Q2 		$2.95M Buy
14,598
+121
+0.8% +$23.7K 1.05% 19
2024
Q1 		$2.65M Buy
14,477
+5,705
+65% +$1.03M 1.02% 19
2023
Q4 		$1.54M Buy
8,772
+4,351
+98% +$659K 0.62% 25
2023
Q3 		$622K Buy
4,421
+47
+1% +$7.04K 0.3% 65
2023
Q2 		$651K Buy
4,374
+137
+3% +$18.8K 0.25% 76
2023
Q1 		$544K Sell
4,237
-384
-8% -$52.6K 0.23% 82
2022
Q4 		$624K Sell
4,621
-1,770
-28% -$224K 0.29% 63
2022
Q3 		$668K Sell
6,391
-17
-0.3% -$1.95K 0.45% 50
2022
Q2 		$722K Buy
6,408
+2,654
+71% +$329K 0.53% 43
2022
Q1 		$512K Buy
3,754
+475
+14% +$70.1K 0.4% 57
2021
Q4 		$519K Buy
+3,279
New +$538K 0.41% 61

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 $3.37T AUM 44.26% 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

Astoria Portfolio Advisors's JPM Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $279K and bringing the position to 9,073 shares worth $2.97M. The position accounts for 0.5% of the portfolio, ranked #31.

Astoria Portfolio Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Astoria Portfolio Advisors held 9,073 shares of JPMorgan Chase worth $2.97M as of Q2 2026.
  • Astoria Portfolio Advisors bought 898 JPMorgan Chase shares in Q2 2026, an estimated $279K.
  • JPMorgan Chase made up 0.5% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #31 holding.
  • Astoria Portfolio Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.