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Barnes Pettey Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Barnes Pettey Financial 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 		$2.01M Hold
6,155
– – 0.63% 39
2026
Q1 		$1.81M Buy
6,155
+1
+0% +$303 0.79% 32
2025
Q4 		$1.98M Buy
6,154
+39
+0.6% +$12.1K 0.98% 25
2025
Q3 		$1.93M Buy
6,115
+275
+5% +$81.8K 1.06% 24
2025
Q2 		$1.69M Buy
5,840
+74
+1% +$18.9K 1.13% 22
2025
Q1 		$1.41M Sell
5,766
-60
-1% -$15.3K 1.1% 25
2024
Q4 		$1.4M Hold
5,826
– – 1.07% 22
2024
Q3 		$1.23M Sell
5,826
-80
-1% -$16.9K 0.98% 24
2024
Q2 		$1.19M Hold
5,906
– – 1.03% 22
2024
Q1 		$1.18M Buy
5,906
+191
+3% +$34.5K 1.02% 23
2023
Q4 		$972K Sell
5,715
-25
-0.4% -$3.79K 0.79% 28
2023
Q3 		$832K Hold
5,740
– – 0.76% 32
2023
Q2 		$835K Sell
5,740
-11
-0.2% -$1.51K 0.72% 34
2023
Q1 		$749K Sell
5,751
-40
-0.7% -$5.48K 0.72% 35
2022
Q4 		$777K Buy
5,791
+60
+1% +$7.6K 0.8% 34
2022
Q3 		$599K Sell
5,731
-10
-0.2% -$1.15K 0.82% 35
2022
Q2 		$646K Sell
5,741
-12
-0.2% -$1.49K 0.83% 33
2022
Q1 		$784K Sell
5,753
-13
-0.2% -$1.92K 0.95% 26
2021
Q4 		$913K Buy
+5,766
New +$947K 1.05% 21

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barnes Pettey Financial Advisors's JPM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,155 shares worth $2.01M. The position accounts for 0.63% of the portfolio, ranked #39.

Barnes Pettey Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 6,155 shares of JPMorgan Chase worth $2.01M as of Q2 2026.
  • Barnes Pettey Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.63% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Barnes Pettey Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.