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Ballew Advisors’s JPMorgan Chase JPM Stock Holding History

Ballew 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 		$401K Buy
1,198
+1
+0.1% +$311 0.21% 86
2026
Q1 		$371K Buy
1,197
+2
+0.2% +$607 0.21% 85
2025
Q4 		$371K Sell
1,195
-34
-3% -$10.5K 0.21% 82
2025
Q3 		$371K Buy
1,229
+8
+0.7% +$2.38K 0.21% 83
2025
Q2 		$361K Buy
1,221
+2
+0.2% +$510 0.21% 80
2025
Q1 		$288K Buy
1,219
+15
+1% +$3.82K 0.19% 87
2024
Q4 		$294K Buy
1,204
+2
+0.2% +$466 0.19% 88
2024
Q3 		$257K Buy
1,202
+157
+15% +$33.1K 0.17% 92
2024
Q2 		$219K Buy
+1,045
New +$204K 0.15% 96
2021
Q3 		– Sell
-6,997
Closed -$1.09M – 121
2021
Q2 		$1.09M Buy
+6,997
New +$1.1M 0.76% 33
2018
Q4 		– Sell
-615
Closed -$64K – 287
2018
Q3 		$64K Sell
615
-598
-49% -$67.9K 0.06% 147
2018
Q2 		$126K Buy
1,213
+619
+104% +$67.9K 0.14% 100
2018
Q1 		$65K Buy
+594
New +$67.3K 0.06% 140

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ballew Advisors's JPM Position: Q2 2026 in Review

Ballew Advisors increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $311 and bringing the position to 1,198 shares worth $401K. The position accounts for 0.21% of the portfolio, ranked #86.

Ballew Advisors first reported a position in JPM in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ballew Advisors held 1,198 shares of JPMorgan Chase worth $401K as of Q2 2026.
  • Ballew Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.21% of Ballew Advisors's portfolio in Q2 2026, its #86 holding.
  • Ballew Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 13 quarters since.
  • Ballew Advisors's JPMorgan Chase position peaked at $1.09M in Q2 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.