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Benedict Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Benedict 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 		$4.28M Sell
13,077
-108
-0.8% -$33.5K 0.83% 40
2026
Q1 		$3.88M Sell
13,185
-277
-2% -$84.1K 0.81% 40
2025
Q4 		$4.34M Buy
13,462
+398
+3% +$123K 0.91% 36
2025
Q3 		$4.12M Sell
13,064
-313
-2% -$93.1K 0.89% 37
2025
Q2 		$3.88M Sell
13,377
-263
-2% -$67.1K 0.88% 39
2025
Q1 		$3.35M Sell
13,640
-740
-5% -$189K 0.78% 47
2024
Q4 		$3.45M Buy
14,380
+421
+3% +$98.1K 0.84% 45
2024
Q3 		$2.94M Sell
13,959
-418
-3% -$88K 0.7% 55
2024
Q2 		$2.91M Sell
14,377
-86
-0.6% -$16.8K 0.74% 51
2024
Q1 		$2.9M Sell
14,463
-69
-0.5% -$12.5K 0.74% 52
2023
Q4 		$2.47M Buy
14,532
+65
+0.4% +$9.85K 0.67% 56
2023
Q3 		$2.1M Sell
14,467
-4
-0% -$600 0.61% 63
2023
Q2 		$2.1M Buy
14,471
+367
+3% +$50.5K 0.58% 65
2023
Q1 		$1.84M Buy
14,104
+369
+3% +$50.6K 0.52% 70
2022
Q4 		$1.84M Sell
13,735
-358
-3% -$45.4K 0.55% 63
2022
Q3 		$1.47M Sell
14,093
-593
-4% -$68.1K 0.47% 71
2022
Q2 		$1.65M Sell
14,686
-2,033
-12% -$252K 0.49% 67
2022
Q1 		$2.28M Sell
16,719
-436
-3% -$64.4K 0.61% 60
2021
Q4 		$2.72M Buy
17,155
+56
+0.3% +$9.2K 0.71% 56
2021
Q3 		$2.8M Buy
17,099
+494
+3% +$77.4K 0.78% 51
2021
Q2 		$2.58M Buy
16,605
+930
+6% +$146K 0.72% 54
2021
Q1 		$2.39M Buy
+15,675
New +$2.26M 0.69% 55

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

Benedict Financial Advisors's JPM Position: Q2 2026 in Review

Benedict Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.82% in Q2 2026, selling an estimated $33.5K and leaving 13,077 shares worth $4.28M. The position accounts for 0.83% of the portfolio, ranked #40.

Benedict Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.34M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Benedict Financial Advisors held 13,077 shares of JPMorgan Chase worth $4.28M as of Q2 2026.
  • Benedict Financial Advisors sold 108 JPMorgan Chase shares in Q2 2026, an estimated $33.5K.
  • JPMorgan Chase made up 0.83% of Benedict Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Benedict Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Benedict Financial Advisors's JPMorgan Chase position peaked at $4.34M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.