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Benchmark Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Benchmark 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 		$2.89M Sell
8,840
-146
-2% -$45.3K 1.27% 29
2026
Q1 		$2.64M Buy
+8,986
New +$2.73M 1.54% 28
2025
Q3 		$2.39M Buy
+7,576
New +$2.25M 1.39% 24
2025
Q1 		$2.4M Buy
9,804
+2,529
+35% +$645K 1.56% 19
2024
Q4 		$1.74M Buy
7,275
+49
+0.7% +$11.4K 1.13% 23
2024
Q3 		$1.52M Buy
7,226
+256
+4% +$53.9K 1.09% 27
2024
Q2 		$1.41M Buy
6,970
+1,117
+19% +$218K 1.02% 26
2024
Q1 		$1.17M Buy
5,853
+971
+20% +$175K 0.93% 32
2023
Q4 		$830K Buy
4,882
+190
+4% +$28.8K 0.77% 38
2023
Q3 		$680K Buy
4,692
+93
+2% +$13.9K 0.69% 44
2023
Q2 		$669K Buy
4,599
+10
+0.2% +$1.38K 0.62% 46
2023
Q1 		$598K Sell
4,589
-3,228
-41% -$442K 0.61% 50
2022
Q4 		$1.05M Sell
7,817
-295
-4% -$37.4K 1.11% 31
2022
Q3 		$848K Sell
8,112
-358
-4% -$41.1K 0.91% 34
2022
Q2 		$954K Sell
8,470
-1,372
-14% -$170K 0.99% 36
2022
Q1 		$1.34M Buy
9,842
+1,069
+12% +$158K 1.01% 30
2021
Q4 		$1.39M Buy
+8,773
New +$1.44M 1.14% 27

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

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

Benchmark Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $45.3K and leaving 8,840 shares worth $2.89M. The position accounts for 1.27% of the portfolio, ranked #29.

Benchmark Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Benchmark Investment Advisors held 8,840 shares of JPMorgan Chase worth $2.89M as of Q2 2026.
  • Benchmark Investment Advisors sold 146 JPMorgan Chase shares in Q2 2026, an estimated $45.3K.
  • JPMorgan Chase made up 1.27% of Benchmark Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Benchmark Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.