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Cahill Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Cahill Financial 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 		$2.26M Sell
6,916
-32
-0.5% -$9.94K 0.22% 78
2026
Q1 		$2.04M Buy
6,948
+83
+1% +$25.2K 0.22% 76
2025
Q4 		$2.21M Sell
6,865
-50
-0.7% -$15.5K 0.24% 71
2025
Q3 		$2.18M Buy
6,915
+36
+0.5% +$10.7K 0.25% 71
2025
Q2 		$1.99M Sell
6,879
-377
-5% -$96.2K 0.25% 71
2025
Q1 		$1.78M Buy
7,256
+239
+3% +$60.9K 0.24% 73
2024
Q4 		$1.68M Buy
7,017
+1,533
+28% +$357K 0.23% 80
2024
Q3 		$1.16M Buy
5,484
+565
+11% +$119K 0.16% 102
2024
Q2 		$995K Buy
4,919
+115
+2% +$22.5K 0.14% 123
2024
Q1 		$962K Buy
4,804
+1,496
+45% +$270K 0.13% 126
2023
Q4 		$563K Sell
3,308
-332
-9% -$50.3K 0.08% 155
2023
Q3 		$528K Sell
3,640
-2,091
-36% -$313K 0.09% 155
2023
Q2 		$834K Buy
5,731
+2,017
+54% +$277K 0.13% 127
2023
Q1 		$484K Sell
3,714
-2,819
-43% -$386K 0.09% 154
2022
Q4 		$876K Buy
6,533
+1,109
+20% +$141K 0.17% 125
2022
Q3 		$567K Buy
5,424
+138
+3% +$15.8K 0.12% 144
2022
Q2 		$595K Buy
5,286
+1,127
+27% +$140K 0.13% 139
2022
Q1 		$567K Sell
4,159
-61
-1% -$9K 0.11% 150
2021
Q4 		$669K Sell
4,220
-26
-0.6% -$4.27K 0.13% 141
2021
Q3 		$695K Buy
4,246
+311
+8% +$48.8K 0.14% 130
2021
Q2 		$612K Sell
3,935
-35
-0.9% -$5.5K 0.14% 131
2021
Q1 		$605K Buy
3,970
+1,157
+41% +$166K 0.15% 125
2020
Q4 		$358K Buy
+2,813
New +$314K 0.09% 150
2020
Q1 		– Sell
-1,500
Closed -$210K – 159
2019
Q4 		$210K Buy
+1,500
New +$192K 0.08% 155

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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's JPM Position: Q2 2026 in Review

Cahill Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, selling an estimated $9.94K and leaving 6,916 shares worth $2.26M. The position accounts for 0.22% of the portfolio, ranked #78.

Cahill Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cahill Financial Advisors held 6,916 shares of JPMorgan Chase worth $2.26M as of Q2 2026.
  • Cahill Financial Advisors sold 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
  • JPMorgan Chase made up 0.22% of Cahill Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.