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Bell Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bell Investment 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 		$735K Buy
2,246
+3
+0.1% +$932 0.11% 68
2026
Q1 		$660K Buy
2,243
+69
+3% +$20.9K 0.1% 69
2025
Q4 		$701K Buy
2,174
+187
+9% +$57.9K 0.11% 67
2025
Q3 		$627K Buy
1,987
+8
+0.4% +$2.38K 0.1% 68
2025
Q2 		$574K Buy
1,979
+240
+14% +$61.2K 0.1% 67
2025
Q1 		$427K Buy
1,739
+36
+2% +$9.18K 0.08% 73
2024
Q4 		$408K Buy
1,703
+52
+3% +$12.1K 0.08% 71
2024
Q3 		$348K Buy
1,651
+12
+0.7% +$2.53K 0.06% 80
2024
Q2 		$332K Buy
1,639
+38
+2% +$7.43K 0.07% 82
2024
Q1 		$321K Sell
1,601
-467
-23% -$84.3K 0.06% 81
2023
Q4 		$352K Hold
2,068
– – 0.07% 75
2023
Q3 		$300K Buy
2,068
+894
+76% +$134K 0.07% 74
2023
Q2 		$171K Buy
1,174
+95
+9% +$13.1K 0.04% 87
2023
Q1 		$141K Sell
1,079
-82
-7% -$11.2K 0.03% 89
2022
Q4 		$156K Buy
1,161
+364
+46% +$46.1K 0.04% 87
2022
Q3 		$83K Sell
797
-200
-20% -$23K 0.03% 88
2022
Q2 		$112K Buy
+997
New +$124K 0.03% 84
2021
Q4 		$114K Sell
718
-133
-16% -$21.8K 0.03% 98
2021
Q3 		$139K Buy
+851
New +$133K 0.04% 85

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

Bell Investment Advisors's JPM Position: Q2 2026 in Review

Bell Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $932 and bringing the position to 2,246 shares worth $735K. The position accounts for 0.11% of the portfolio, ranked #68.

Bell Investment Advisors first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bell Investment Advisors held 2,246 shares of JPMorgan Chase worth $735K as of Q2 2026.
  • Bell Investment Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.11% of Bell Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Bell Investment Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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