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Breakthru Advisory Services’s JPMorgan Chase JPM Stock Holding History

Breakthru Advisory Services’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 		– Sell
-2,553
Closed -$751K – 33
2026
Q1 		$751K Sell
2,553
-151
-6% -$45.8K 1.2% 21
2025
Q4 		$871K Buy
2,704
+66
+3% +$20.4K 0.56% 26
2025
Q3 		$832K Buy
+2,638
New +$785K 0.55% 25
2025
Q1 		– Sell
-2,545
Closed -$610K – 29
2024
Q4 		$610K Buy
+2,545
New +$593K 0.55% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Breakthru Advisory Services's JPM Position: Q2 2026 in Review

Breakthru Advisory Services sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 2,553 shares — an estimated $751K sold.

Breakthru Advisory Services first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $871K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Breakthru Advisory Services reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 2,553 JPMorgan Chase shares in Q2 2026, an estimated $751K.
  • Breakthru Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's JPMorgan Chase position peaked at $871K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.