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Cadent Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Cadent Capital 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 		$1.7M Buy
5,208
+975
+23% +$303K 0.35% 76
2026
Q1 		$1.25M Buy
4,233
+4
+0.1% +$1.21K 0.32% 68
2025
Q4 		$1.36M Sell
4,229
-20
-0.5% -$6.19K 0.35% 62
2025
Q3 		$1.34M Buy
4,249
+2,393
+129% +$712K 0.35% 68
2025
Q2 		$538K Sell
1,856
-75
-4% -$19.1K 0.17% 94
2025
Q1 		$474K Buy
1,931
+5
+0.3% +$1.27K 0.17% 81
2024
Q4 		$462K Buy
1,926
+268
+16% +$62.4K 0.16% 85
2024
Q3 		$350K Buy
1,658
+321
+24% +$67.6K 0.11% 111
2024
Q2 		$270K Buy
1,337
+3
+0.2% +$587 0.11% 111
2024
Q1 		$267K Buy
1,334
+3
+0.2% +$541 0.11% 110
2023
Q4 		$226K Buy
+1,331
New +$202K 0.11% 110
2022
Q2 		– Sell
-3,155
Closed -$430K – 133
2022
Q1 		$430K Buy
3,155
+1,113
+55% +$164K 0.2% 74
2021
Q4 		$323K Sell
2,042
-116
-5% -$19.1K 0.14% 88
2021
Q3 		$353K Sell
2,158
-44
-2% -$6.9K 0.16% 81
2021
Q2 		$342K Buy
2,202
+105
+5% +$16.5K 0.14% 94
2021
Q1 		$319K Buy
2,097
+144
+7% +$20.7K 0.14% 91
2020
Q4 		$248K Buy
+1,953
New +$218K 0.12% 94

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

Cadent Capital Advisors's JPM Position: Q2 2026 in Review

Cadent Capital Advisors increased its JPMorgan Chase (JPM) stake by 23% in Q2 2026, buying an estimated $303K and bringing the position to 5,208 shares worth $1.7M. The position accounts for 0.35% of the portfolio, ranked #76.

Cadent Capital Advisors first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cadent Capital Advisors held 5,208 shares of JPMorgan Chase worth $1.7M as of Q2 2026.
  • Cadent Capital Advisors bought 975 JPMorgan Chase shares in Q2 2026, an estimated $303K.
  • JPMorgan Chase made up 0.35% of Cadent Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Cadent Capital Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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