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Atlas Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Atlas Private Wealth 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 		$780K Sell
2,382
-2
-0.1% -$621 0.17% 72
2026
Q1 		$701K Sell
2,384
-34
-1% -$10.3K 0.17% 72
2025
Q4 		$779K Sell
2,418
-12
-0.5% -$3.71K 0.18% 66
2025
Q3 		$766K Sell
2,430
-2,773
-53% -$825K 0.19% 66
2025
Q2 		$1.51M Buy
5,203
+84
+2% +$21.4K 0.19% 65
2025
Q1 		$1.26M Buy
5,119
+286
+6% +$72.9K 0.18% 71
2024
Q4 		$1.16M Sell
4,833
-516
-10% -$120K 0.16% 68
2024
Q3 		$1.13M Buy
5,349
+16
+0.3% +$3.37K 0.16% 62
2024
Q2 		$1.08M Buy
5,333
+2,924
+121% +$572K 0.18% 57
2024
Q1 		$482K Sell
2,409
-6,573
-73% -$1.19M 0.16% 63
2023
Q4 		$1.53M Buy
8,982
+1
+0% +$152 0.28% 46
2023
Q3 		$1.3M Buy
8,981
+5,279
+143% +$791K 0.25% 68
2023
Q2 		$538K Buy
3,702
+1,858
+101% +$256K 0.11% 106
2023
Q1 		$240K Buy
1,844
+9
+0.5% +$1.23K 0.11% 113
2022
Q4 		$246K Buy
+1,835
New +$233K 0.13% 113
2021
Q4 		– Sell
-1,073
Closed -$176K – 442
2021
Q3 		$176K Buy
1,073
+2
+0.2% +$314 0.09% 138
2021
Q2 		$167K Buy
1,071
+525
+96% +$82.5K 0.09% 125
2021
Q1 		$83K Buy
546
+118
+28% +$17K 0.05% 182
2020
Q4 		$54K Buy
428
+116
+37% +$13K 0.04% 208
2020
Q3 		$30K Sell
312
-170
-35% -$16.7K 0.03% 255
2020
Q2 		$45K Buy
+482
New +$45.7K 0.04% 217

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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's JPM Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, selling an estimated $621 and leaving 2,382 shares worth $780K. The position accounts for 0.17% of the portfolio, ranked #72.

Atlas Private Wealth Advisors first reported a position in JPM in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2023. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,382 shares of JPMorgan Chase worth $780K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.17% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Atlas Private Wealth Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 21 quarters since.
  • Atlas Private Wealth Advisors's JPMorgan Chase position peaked at $1.53M in Q4 2023.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.