BlueSky Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

BlueSky Wealth 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	$1.16M	Sell	3,547 -182	-5%	-$56.5K	0.13%	54
2026 Q1	$1.1M	Buy	3,729 +313	+9%	+$95K	0.14%	54
2025 Q4	$1.1M	Hold	3,416	–	–	0.15%	40
2025 Q3	$1.08M	Sell	3,416 -42	-1%	-$12.5K	0.15%	42
2025 Q2	$1M	Sell	3,458 -310	-8%	-$79.1K	0.15%	43
2025 Q1	$924K	Hold	3,768	–	–	0.14%	43
2024 Q4	$903K	Hold	3,768	–	–	0.14%	44
2024 Q3	$795K	Sell	3,768 -568	-13%	-$120K	0.12%	45
2024 Q2	$877K	Buy	+4,336	New	+$848K	0.15%	44
2024 Q1	–	Sell	-3,756	Closed	-$639K	–	39
2023 Q4	$639K	Buy	3,756 +117	+3%	+$17.7K	0.12%	44
2023 Q3	$528K	Sell	3,639 -37	-1%	-$5.55K	0.11%	47
2023 Q2	$535K	Buy	3,676 +735	+25%	+$101K	0.11%	48
2023 Q1	$383K	Buy	2,941 +37	+1%	+$5.07K	0.08%	50
2022 Q4	$389K	Buy	2,904 +38	+1%	+$4.82K	0.09%	50
2022 Q3	$299K	Buy	+2,866	New	+$329K	0.07%	56
2022 Q2	–	Sell	-1,610	Closed	-$219K	–	67
2022 Q1	$219K	Hold	1,610	–	–	0.04%	65
2021 Q4	$255K	Hold	1,610	–	–	0.05%	63
2021 Q3	$264K	Hold	1,610	–	–	0.05%	58
2021 Q2	$251K	Buy	1,610 +310	+24%	+$48.7K	0.05%	59
2021 Q1	$203K	Buy	+1,300	New	+$187K	0.05%	59

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

BlueSky Wealth Advisors's JPM Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $56.5K and leaving 3,547 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #54.

BlueSky Wealth Advisors first reported a position in JPM in Q1 2021 and has held it in 20 quarters since. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BlueSky Wealth Advisors held 3,547 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
BlueSky Wealth Advisors sold 182 JPMorgan Chase shares in Q2 2026, an estimated $56.5K.
JPMorgan Chase made up 0.13% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #54 holding.
BlueSky Wealth Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 20 quarters since.
3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.