BA
JPM icon

Bellwether Advisors’s JPMorgan Chase JPM Stock Holding History

Bellwether 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 		– Sell
-1,155
Closed -$340K – 190
2026
Q1 		$340K Hold
1,155
– – 0.06% 125
2025
Q4 		$372K Buy
1,155
+35
+3% +$10.8K 0.06% 96
2025
Q3 		$353K Buy
1,120
+63
+6% +$18.7K 0.06% 108
2025
Q2 		$306K Sell
1,057
-26
-2% -$6.63K 0.05% 101
2025
Q1 		$266K Sell
1,083
-40
-4% -$10.2K 0.06% 106
2024
Q4 		$269K Buy
1,123
+88
+9% +$20.5K 0.05% 113
2024
Q3 		$218K Buy
+1,035
New +$218K 0.04% 114
2023
Q2 		– Sell
-96
Closed -$12.6K – 276
2023
Q1 		$12.6K Sell
96
-49
-34% -$6.71K ﹤0.01% 263
2022
Q4 		$19.5K Sell
145
-348
-71% -$44.1K 0.01% 242
2022
Q3 		$51K Buy
493
+268
+119% +$30.8K 0.02% 160
2022
Q2 		$25K Buy
225
+2
+0.9% +$248 0.01% 204
2022
Q1 		$30K Hold
223
– – 0.01% 220
2021
Q4 		$35K Hold
223
– – 0.01% 221
2021
Q3 		$36K Hold
223
– – 0.01% 217
2021
Q2 		$34K Sell
223
-142
-39% -$22.3K 0.01% 197
2021
Q1 		$55K Buy
365
+271
+288% +$39K 0.02% 165
2020
Q4 		$11K Buy
+94
New +$10.5K ﹤0.01% 232

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

Bellwether Advisors's JPM Position: Q2 2026 in Review

Bellwether Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,155 shares — an estimated $340K sold.

Bellwether Advisors first reported a position in JPM in Q4 2020 and held it in 17 quarters. The position peaked at $372K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bellwether Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Bellwether Advisors sold 1,155 JPMorgan Chase shares in Q2 2026, an estimated $340K.
  • Bellwether Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 17 quarters.
  • Bellwether Advisors's JPMorgan Chase position peaked at $372K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.