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Blackston Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Blackston Financial Advisory Group’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 		$488K Sell
1,491
-108
-7% -$33.5K 0.28% 55
2026
Q1 		$470K Sell
1,599
-69
-4% -$20.9K 0.29% 47
2025
Q4 		$537K Sell
1,668
-141
-8% -$43.7K 0.33% 45
2025
Q3 		$571K Buy
1,809
+49
+3% +$14.6K 0.34% 46
2025
Q2 		$510K Sell
1,760
-419
-19% -$107K 0.32% 47
2025
Q1 		$534K Sell
2,179
-2,105
-49% -$537K 0.36% 41
2024
Q4 		$1.03M Buy
4,284
+79
+2% +$18.4K 0.51% 30
2024
Q3 		$887K Sell
4,205
-880
-17% -$185K 0.46% 33
2024
Q2 		$1.03M Buy
5,085
+3,997
+367% +$781K 0.58% 24
2024
Q1 		$218K Sell
1,088
-1,272
-54% -$230K 0.14% 58
2023
Q4 		$401K Sell
2,360
-115
-5% -$17.4K 0.25% 53
2023
Q3 		$359K Buy
2,475
+183
+8% +$27.4K 0.25% 54
2023
Q2 		$333K Sell
2,292
-193
-8% -$26.5K 0.24% 62
2023
Q1 		$324K Buy
2,485
+123
+5% +$16.9K 0.24% 73
2022
Q4 		$317K Buy
2,362
+72
+3% +$9.12K 0.23% 72
2022
Q3 		$288K Buy
+2,290
New +$263K 0.2% 71
2022
Q2 		– Sell
-2,681
Closed -$439K – 101
2022
Q1 		$439K Sell
2,681
-22
-0.8% -$3.25K 0.29% 46
2021
Q4 		$428K Buy
+2,703
New +$444K 0.25% 47

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

Blackston Financial Advisory Group's JPM Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, selling an estimated $33.5K and leaving 1,491 shares worth $488K. The position accounts for 0.28% of the portfolio, ranked #55.

Blackston Financial Advisory Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2024. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blackston Financial Advisory Group held 1,491 shares of JPMorgan Chase worth $488K as of Q2 2026.
  • Blackston Financial Advisory Group sold 108 JPMorgan Chase shares in Q2 2026, an estimated $33.5K.
  • JPMorgan Chase made up 0.28% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Blackston Financial Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Blackston Financial Advisory Group's JPMorgan Chase position peaked at $1.03M in Q2 2024.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.