BLB&B Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.9M | Sell |
118,791
-887
| -0.7% | -$275K | 1.42% | 19 |
|
|
2026
Q1 | $35.2M | Sell |
119,678
-6,427
| -5% | -$1.95M | 1.45% | 19 |
|
|
2025
Q4 | $40.6M | Sell |
126,105
-4,205
| -3% | -$1.3M | 1.7% | 16 |
|
|
2025
Q3 | $41.1M | Buy |
130,310
+174
| +0.1% | +$51.8K | 1.77% | 15 |
|
|
2025
Q2 | $37.7M | Sell |
130,136
-382
| -0.3% | -$97.5K | 1.76% | 15 |
|
|
2025
Q1 | $32M | Sell |
130,518
-3,085
| -2% | -$786K | 1.63% | 16 |
|
|
2024
Q4 | $32M | Buy |
133,603
+2,820
| +2% | +$657K | 1.63% | 17 |
|
|
2024
Q3 | $27.6M | Buy |
130,783
+3,534
| +3% | +$744K | 1.41% | 19 |
|
|
2024
Q2 | $25.7M | Sell |
127,249
-677
| -0.5% | -$132K | 1.41% | 19 |
|
|
2024
Q1 | $25.6M | Buy |
127,926
+375
| +0.3% | +$67.7K | 1.44% | 19 |
|
|
2023
Q4 | $21.7M | Buy |
127,551
+62
| +0% | +$9.4K | 1.37% | 19 |
|
|
2023
Q3 | $18.5M | Sell |
127,489
-1,409
| -1% | -$211K | 1.32% | 21 |
|
|
2023
Q2 | $18.7M | Sell |
128,898
-5,904
| -4% | -$812K | 1.31% | 23 |
|
|
2023
Q1 | $17.6M | Sell |
134,802
-3,064
| -2% | -$420K | 1.31% | 22 |
|
|
2022
Q4 | $18.5M | Sell |
137,866
-3,134
| -2% | -$397K | 1.43% | 20 |
|
|
2022
Q3 | $14.7M | Buy |
141,000
+755
| +0.5% | +$86.6K | 1.23% | 19 |
|
|
2022
Q2 | $15.8M | Buy |
140,245
+3,024
| +2% | +$375K | 1.25% | 20 |
|
|
2022
Q1 | $18.7M | Buy |
137,221
+3,570
| +3% | +$527K | 1.26% | 19 |
|
|
2021
Q4 | $21.2M | Sell |
133,651
-12,490
| -9% | -$2.05M | 1.38% | 15 |
|
|
2021
Q3 | $23.9M | Buy |
146,141
+8,668
| +6% | +$1.36M | 1.6% | 13 |
|
|
2021
Q2 | $21.4M | Buy |
137,473
+994
| +0.7% | +$156K | 1.55% | 14 |
|
|
2021
Q1 | $20.8M | Sell |
136,479
-12,511
| -8% | -$1.8M | 1.63% | 14 |
|
|
2020
Q4 | $18.9M | Buy |
148,990
+12,184
| +9% | +$1.36M | 1.53% | 14 |
|
|
2020
Q3 | $13.2M | Buy |
136,806
+959
| +0.7% | +$94.2K | 1.32% | 22 |
|
|
2020
Q2 | $12.8M | Buy |
135,847
+4,323
| +3% | +$410K | 1.38% | 21 |
|
|
2020
Q1 | $11.8M | Sell |
131,524
-2,031
| -2% | -$247K | 1.55% | 15 |
|
|
2019
Q4 | $18.6M | Buy |
133,555
+258
| +0.2% | +$33.1K | 1.94% | 10 |
|
|
2019
Q3 | $15.7M | Buy |
133,297
+948
| +0.7% | +$107K | 1.77% | 12 |
|
|
2019
Q2 | $14.8M | Buy |
132,349
+208
| +0.2% | +$22.9K | 1.7% | 12 |
|
|
2019
Q1 | $13.4M | Sell |
132,141
-3,310
| -2% | -$341K | 1.57% | 14 |
|
|
2018
Q4 | $13.2M | Buy |
135,451
+3,754
| +3% | +$400K | 1.82% | 11 |
|
|
2018
Q3 | $14.9M | Sell |
131,697
-360
| -0.3% | -$40.9K | 1.85% | 10 |
|
|
2018
Q2 | $13.8M | Buy |
132,057
+2,530
| +2% | +$278K | 1.87% | 10 |
|
|
2018
Q1 | $14.2M | Buy |
129,527
+2,627
| +2% | +$297K | 1.9% | 10 |
|
|
2017
Q4 | $13.6M | Sell |
126,900
-247
| -0.2% | -$25K | 1.94% | 10 |
|
|
2017
Q3 | $12.1M | Buy |
127,147
+1,782
| +1% | +$164K | 1.87% | 11 |
|
|
2017
Q2 | $11.5M | Buy |
125,365
+1,446
| +1% | +$125K | 1.9% | 12 |
|
|
2017
Q1 | $10.9M | Sell |
123,919
-1,799
| -1% | -$159K | 1.85% | 12 |
|
|
2016
Q4 | $10.8M | Sell |
125,718
-588
| -0.5% | -$44.8K | 1.89% | 10 |
|
|
2016
Q3 | $8.41M | Buy |
126,306
+7,319
| +6% | +$477K | 1.53% | 17 |
|
|
2016
Q2 | $7.38M | Buy |
118,987
+1,421
| +1% | +$88.8K | 1.39% | 17 |
|
|
2016
Q1 | $6.96M | Buy |
117,566
+5,669
| +5% | +$331K | 1.4% | 15 |
|
|
2015
Q4 | $7.39M | Buy |
111,897
+7,970
| +8% | +$519K | 1.56% | 14 |
|
|
2015
Q3 | $6.34M | Buy |
103,927
+2,954
| +3% | +$193K | 1.4% | 14 |
|
|
2015
Q2 | $6.84M | Buy |
100,973
+611
| +0.6% | +$39.9K | 1.42% | 15 |
|
|
2015
Q1 | $6.08M | Buy |
100,362
+5,805
| +6% | +$344K | 1.27% | 18 |
|
|
2014
Q4 | $5.92M | Buy |
94,557
+1,321
| +1% | +$79.5K | 1.25% | 18 |
|
|
2014
Q3 | $5.62M | Buy |
93,236
+947
| +1% | +$55.4K | 1.21% | 20 |
|
|
2014
Q2 | $5.32M | Sell |
92,289
-295
| -0.3% | -$16.6K | 1.14% | 20 |
|
|
2014
Q1 | $5.62M | Buy |
92,584
+1,015
| +1% | +$58.7K | 1.24% | 18 |
|
|
2013
Q4 | $5.36M | Sell |
91,569
-1,982
| -2% | -$109K | 1.28% | 20 |
|
|
2013
Q3 | $4.84M | Sell |
93,551
-1,629
| -2% | -$87.4K | 1.27% | 18 |
|
|
2013
Q2 | $5.03M | Buy |
+95,180
| New | +$4.84M | 1.4% | 16 |
|
Other funds holding JPM
BLB&B Advisors's JPM Position: Q2 2026 in Review
BLB&B Advisors reduced its JPMorgan Chase (JPM) stake by 0.74% in Q2 2026, selling an estimated $275K and leaving 118,791 shares worth $38.9M. The position accounts for 1.42% of the portfolio, ranked #19.
BLB&B Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.1M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- BLB&B Advisors held 118,791 shares of JPMorgan Chase worth $38.9M as of Q2 2026.
- BLB&B Advisors sold 887 JPMorgan Chase shares in Q2 2026, an estimated $275K.
- JPMorgan Chase made up 1.42% of BLB&B Advisors's portfolio in Q2 2026, its #19 holding.
- BLB&B Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- BLB&B Advisors's JPMorgan Chase position peaked at $41.1M in Q3 2025.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.