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Caerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Caerus Investment 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 		$938K Buy
2,865
+798
+39% +$248K 0.31% 58
2026
Q1 		$608K Sell
2,067
-222
-10% -$67.4K 0.25% 82
2025
Q4 		$737K Sell
2,289
-323
-12% -$100K 0.24% 87
2025
Q3 		$824K Buy
2,612
+1,479
+131% +$440K 0.34% 51
2025
Q2 		$328K Hold
1,133
– – 0.31% 25
2025
Q1 		$278K Hold
1,133
– – 0.27% 25
2024
Q4 		$272K Hold
1,133
– – 0.26% 25
2024
Q3 		$239K Hold
1,133
– – 0.23% 28
2024
Q2 		$229K Hold
1,133
– – 0.22% 29
2024
Q1 		$227K Buy
+1,133
New +$204K 0.22% 32
2022
Q1 		– Sell
-1,696
Closed -$269K – 65
2021
Q4 		$269K Buy
+1,696
New +$279K 0.29% 50

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

Caerus Investment Advisors's JPM Position: Q2 2026 in Review

Caerus Investment Advisors increased its JPMorgan Chase (JPM) stake by 39% in Q2 2026, buying an estimated $248K and bringing the position to 2,865 shares worth $938K. The position accounts for 0.31% of the portfolio, ranked #58.

Caerus Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Caerus Investment Advisors held 2,865 shares of JPMorgan Chase worth $938K as of Q2 2026.
  • Caerus Investment Advisors bought 798 JPMorgan Chase shares in Q2 2026, an estimated $248K.
  • JPMorgan Chase made up 0.31% of Caerus Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Caerus Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.