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Cache Advisors’s JPMorgan Chase JPM Stock Holding History

Cache 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 		$627K Buy
1,916
+241
+14% +$74.8K 0.05% 95
2026
Q1 		$493K Buy
+1,675
New +$508K 0.06% 83

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cache Advisors's JPM Position: Q2 2026 in Review

Cache Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $74.8K and bringing the position to 1,916 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #95.

Cache Advisors first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 1,374 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cache Advisors held 1,916 shares of JPMorgan Chase worth $627K as of Q2 2026.
  • Cache Advisors bought 241 JPMorgan Chase shares in Q2 2026, an estimated $74.8K.
  • JPMorgan Chase made up 0.05% of Cache Advisors's portfolio in Q2 2026, its #95 holding.
  • Cache Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 1,374 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.