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Auxano Advisors’s JPMorgan Chase JPM Stock Holding History

Auxano 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 		$3.69M Buy
11,259
+3
+0% +$932 0.7% 23
2026
Q1 		$3.31M Sell
11,256
-247
-2% -$75K 0.66% 22
2025
Q4 		$3.71M Sell
11,503
-23
-0.2% -$7.12K 0.73% 20
2025
Q3 		$3.64M Buy
11,526
+18
+0.2% +$5.35K 0.77% 20
2025
Q2 		$3.34M Sell
11,508
-3
-0% -$766 0.78% 21
2025
Q1 		$2.82M Sell
11,511
-113
-1% -$28.8K 0.75% 22
2024
Q4 		$2.79M Buy
11,624
+142
+1% +$33.1K 0.7% 22
2024
Q3 		$2.42M Buy
11,482
+57
+0.5% +$12K 0.63% 27
2024
Q2 		$2.31M Buy
11,425
+231
+2% +$45.2K 0.64% 23
2024
Q1 		$2.24M Sell
11,194
-322
-3% -$58.1K 0.65% 28
2023
Q4 		$1.96M Sell
11,516
-628
-5% -$95.2K 0.66% 26
2023
Q3 		$1.76M Buy
12,144
+2,057
+20% +$308K 0.72% 28
2023
Q2 		$1.31M Hold
10,087
– – 0.53% 35
2023
Q1 		$1.31M Buy
10,087
+190
+2% +$26K 0.53% 35
2022
Q4 		$1.33M Buy
9,897
+2
+0% +$253 0.6% 30
2022
Q3 		$1.03M Buy
9,895
+333
+3% +$38.2K 0.48% 32
2022
Q2 		$1.08M Buy
9,562
+171
+2% +$21.2K 0.53% 28
2022
Q1 		$1.28M Sell
9,391
-1,948
-17% -$288K 0.55% 26
2021
Q4 		$1.8M Buy
11,339
+224
+2% +$36.8K 0.8% 24
2021
Q3 		$1.82M Buy
11,115
+205
+2% +$32.1K 0.82% 21
2021
Q2 		$1.7M Sell
10,910
-400
-4% -$62.8K 0.78% 23
2021
Q1 		$1.72M Buy
11,310
+35
+0.3% +$5.04K 1.06% 22
2020
Q4 		$1.43M Buy
11,275
+1,102
+11% +$123K 0.95% 22
2020
Q3 		$979K Sell
10,173
-17
-0.2% -$1.67K 0.76% 23
2020
Q2 		$958K Buy
10,190
+18
+0.2% +$1.71K 0.8% 23
2020
Q1 		$916K Buy
+10,172
New +$1.24M 0.84% 23

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

Auxano Advisors's JPM Position: Q2 2026 in Review

Auxano Advisors increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $932 and bringing the position to 11,259 shares worth $3.69M. The position accounts for 0.7% of the portfolio, ranked #23.

Auxano Advisors first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.71M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Auxano Advisors held 11,259 shares of JPMorgan Chase worth $3.69M as of Q2 2026.
  • Auxano Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.7% of Auxano Advisors's portfolio in Q2 2026, its #23 holding.
  • Auxano Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Auxano Advisors's JPMorgan Chase position peaked at $3.71M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.