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	0.33%	68
2025 Q4	$1.36M	Sell	4,229 -20	-0.5%	-$6.19K	0.36%	62
2025 Q3	$1.34M	Buy	4,249 +2,393	+129%	+$712K	0.36%	68
2025 Q2	$538K	Sell	1,856 -75	-4%	-$19.1K	0.18%	94
2025 Q1	$474K	Buy	1,931 +5	+0.3%	+$1.27K	0.18%	81
2024 Q4	$462K	Buy	1,926 +268	+16%	+$62.4K	0.16%	85
2024 Q3	$350K	Buy	1,658 +321	+24%	+$67.6K	0.12%	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $59.6B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return