Atlanta Consulting Group Advisors’s JPMorgan Chase JPM Stock Holding History

Atlanta Consulting Group 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	$14.8M	Buy	45,339 +374	+0.8%	+$116K	2.35%	10
2026 Q1	$13.2M	Sell	44,965 -3,485	-7%	-$1.06M	2.84%	9
2025 Q4	$15.6M	Buy	48,450 +972	+2%	+$301K	3.54%	8
2025 Q3	$15M	Buy	47,478 +238	+0.5%	+$70.8K	3.66%	8
2025 Q2	$13.7M	Sell	47,240 -3,461	-7%	-$883K	3.75%	7
2025 Q1	$12.4M	Sell	50,701 -676	-1%	-$172K	3.63%	7
2024 Q4	$12.3M	Sell	51,377 -402	-0.8%	-$93.6K	4.54%	5
2024 Q3	$10.9M	Buy	51,779 +649	+1%	+$137K	2.71%	7
2024 Q2	$10.3M	Sell	51,130 -274	-0.5%	-$53.6K	2.23%	9
2024 Q1	$10.3M	Buy	+51,404	New	+$9.28M	3.56%	6

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlanta Consulting Group Advisors's JPM Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, buying an estimated $116K and bringing the position to 45,339 shares worth $14.8M. The position accounts for 2.35% of the portfolio, ranked #10.

Atlanta Consulting Group Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.6M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Atlanta Consulting Group Advisors held 45,339 shares of JPMorgan Chase worth $14.8M as of Q2 2026.
Atlanta Consulting Group Advisors bought 374 JPMorgan Chase shares in Q2 2026, an estimated $116K.
JPMorgan Chase made up 2.35% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #10 holding.
Atlanta Consulting Group Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's JPMorgan Chase position peaked at $15.6M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.