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Cambridge Advisors’s JPMorgan Chase JPM Stock Holding History

Cambridge 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 		$1.52M Sell
4,641
-135
-3% -$41.9K 0.26% 63
2026
Q1 		$1.4M Sell
4,776
-160
-3% -$48.6K 0.27% 60
2025
Q4 		$1.59M Buy
4,936
+10
+0.2% +$3.1K 0.3% 56
2025
Q3 		$1.55M Sell
4,926
-100
-2% -$29.7K 0.3% 56
2025
Q2 		$1.46M Sell
5,026
-500
-9% -$128K 0.3% 54
2025
Q1 		$1.36M Hold
5,526
– – 0.3% 54
2024
Q4 		$1.32M Buy
5,526
+20
+0.4% +$4.66K 0.3% 56
2024
Q3 		$1.16M Buy
5,506
+33
+0.6% +$6.95K 0.25% 64
2024
Q2 		$1.11M Buy
5,473
+9
+0.2% +$1.76K 0.26% 63
2024
Q1 		$1.09M Buy
5,464
+30
+0.6% +$5.41K 0.26% 63
2023
Q4 		$924K Buy
5,434
+1
+0% +$152 0.23% 72
2023
Q3 		$788K Hold
5,433
– – 0.21% 80
2023
Q2 		$790K Sell
5,433
-4,038
-43% -$555K 0.2% 80
2023
Q1 		$1.23M Buy
9,471
+41
+0.4% +$5.62K 0.32% 54
2022
Q4 		$1.26M Buy
9,430
+131
+1% +$16.6K 0.34% 48
2022
Q3 		$972K Buy
9,299
+2,489
+37% +$286K 0.28% 60
2022
Q2 		$767K Sell
6,810
-256
-4% -$31.7K 0.21% 80
2022
Q1 		$963K Buy
7,066
+434
+7% +$64.1K 0.23% 70
2021
Q4 		$1.05M Buy
6,632
+29
+0.4% +$4.76K 0.24% 69
2021
Q3 		$1.08M Buy
6,603
+23
+0.3% +$3.61K 0.26% 67
2021
Q2 		$1.02M Hold
6,580
– – 0.25% 72
2021
Q1 		$1M Buy
6,580
+1
+0% +$144 0.26% 71
2020
Q4 		$836K Sell
6,579
-106
-2% -$11.8K 0.23% 76
2020
Q3 		$644K Buy
6,685
+1
+0% +$98 0.19% 79
2020
Q2 		$629K Sell
6,684
-2,300
-26% -$218K 0.2% 80
2020
Q1 		$809K Buy
8,984
+896
+11% +$109K 0.29% 57
2019
Q4 		$1.13M Buy
8,088
+26
+0.3% +$3.33K 0.34% 50
2019
Q3 		$949K Buy
8,062
+25
+0.3% +$2.83K 0.31% 58
2019
Q2 		$899K Sell
8,037
-1,392
-15% -$153K 0.3% 60
2019
Q1 		$954K Sell
9,429
-222
-2% -$22.9K 0.32% 53
2018
Q4 		$942K Buy
9,651
+2,754
+40% +$293K 0.35% 51
2018
Q3 		$778K Sell
6,897
-2,449
-26% -$278K 0.26% 69
2018
Q2 		$974K Buy
9,346
+24
+0.3% +$2.63K 0.34% 55
2018
Q1 		$1.02M Sell
9,322
-47
-0.5% -$5.32K 0.37% 52
2017
Q4 		$1M Buy
9,369
+1,176
+14% +$119K 0.36% 53
2017
Q3 		$783K Buy
8,193
+25
+0.3% +$2.31K 0.3% 59
2017
Q2 		$747K Buy
8,168
+176
+2% +$15.2K 0.3% 62
2017
Q1 		$702K Sell
7,992
-514
-6% -$45.3K 0.29% 69
2016
Q4 		$734K Buy
8,506
+1,242
+17% +$94.7K 0.32% 63
2016
Q3 		$484K Buy
7,264
+45
+0.6% +$2.93K 0.21% 83
2016
Q2 		$449K Buy
7,219
+42
+0.6% +$2.62K 0.21% 85
2016
Q1 		$425K Buy
7,177
+46
+0.6% +$2.69K 0.2% 85
2015
Q4 		$471K Buy
7,131
+39
+0.5% +$2.54K 0.27% 80
2015
Q3 		$432K Buy
7,092
+38
+0.5% +$2.49K 0.26% 79
2015
Q2 		$478K Sell
7,054
-17,422
-71% -$1.14M 0.27% 76
2015
Q1 		$2.46M Buy
24,476
+18,299
+296% +$1.08M 1.43% 15
2014
Q4 		$387K Buy
+6,177
New +$372K 0.24% 86

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cambridge Advisors's JPM Position: Q2 2026 in Review

Cambridge Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $41.9K and leaving 4,641 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #63.

Cambridge Advisors first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.46M in Q1 2015. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cambridge Advisors held 4,641 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
  • Cambridge Advisors sold 135 JPMorgan Chase shares in Q2 2026, an estimated $41.9K.
  • JPMorgan Chase made up 0.26% of Cambridge Advisors's portfolio in Q2 2026, its #63 holding.
  • Cambridge Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's JPMorgan Chase position peaked at $2.46M in Q1 2015.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.