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Cantor Fitzgerald Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Cantor Fitzgerald 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 		$8.74M Sell
26,692
-345
-1% -$107K 0.59% 61
2026
Q1 		$7.95M Sell
27,037
-7,930
-23% -$2.41M 0.59% 63
2025
Q4 		$11.3M Sell
34,967
-55,346
-61% -$17.1M 0.83% 44
2025
Q3 		$28.5M Sell
90,313
-2,373
-3% -$706K 1.94% 8
2025
Q2 		$26.9M Sell
92,686
-427
-0.5% -$109K 1.9% 9
2025
Q1 		$22.8M Sell
93,113
-19,297
-17% -$4.92M 1.66% 11
2024
Q4 		$26.9M Sell
112,410
-565
-0.5% -$132K 1.87% 7
2024
Q3 		$23.8M Buy
112,975
+1,556
+1% +$328K 1.62% 10
2024
Q2 		$22.5M Sell
111,419
-1,692
-1% -$331K 1.74% 10
2024
Q1 		$22.7M Sell
113,111
-36,478
-24% -$6.58M 1.68% 14
2023
Q4 		$25.4M Buy
+149,589
New +$22.7M 1.97% 9
2022
Q1 		$30.3M Buy
222,422
+99,636
+81% +$14.7M 1.35% 15
2021
Q4 		$19.4M Sell
122,786
-1,155
-0.9% -$190K 1.18% 15
2021
Q3 		$20.3M Sell
123,941
-674
-0.5% -$106K 1.5% 13
2021
Q2 		$19.4M Buy
+124,615
New +$19.6M 1.42% 13

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Cantor Fitzgerald Investment Advisors's JPM Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $107K and leaving 26,692 shares worth $8.74M. The position accounts for 0.59% of the portfolio, ranked #61.

Cantor Fitzgerald Investment Advisors first reported a position in JPM in Q2 2021 and has held it in 15 quarters since. The position peaked at $30.3M in Q1 2022. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 26,692 shares of JPMorgan Chase worth $8.74M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors sold 345 JPMorgan Chase shares in Q2 2026, an estimated $107K.
  • JPMorgan Chase made up 0.59% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 15 quarters since.
  • Cantor Fitzgerald Investment Advisors's JPMorgan Chase position peaked at $30.3M in Q1 2022.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.