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Capital Advisors Wealth Management’s JPMorgan Chase JPM Stock Holding History

Capital Advisors Wealth Management’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 		$3.99M Buy
12,180
+217
+2% +$67.4K 0.47% 47
2026
Q1 		$3.52M Buy
11,963
+118
+1% +$35.8K 0.47% 47
2025
Q4 		$3.82M Buy
11,845
+336
+3% +$104K 0.52% 47
2025
Q3 		$3.63M Sell
11,509
-284
-2% -$84.5K 0.52% 45
2025
Q2 		$3.42M Sell
11,793
-96
-0.8% -$24.5K 0.54% 44
2025
Q1 		$2.92M Buy
11,889
+1,670
+16% +$426K 0.52% 45
2024
Q4 		$2.45M Buy
10,219
+1,741
+21% +$406K 0.44% 44
2024
Q3 		$1.79M Buy
8,478
+2,030
+31% +$428K 0.33% 48
2024
Q2 		$1.3M Buy
6,448
+1,465
+29% +$286K 0.26% 52
2024
Q1 		$998K Buy
4,983
+244
+5% +$44K 0.21% 57
2023
Q4 		$806K Buy
4,739
+306
+7% +$46.4K 0.18% 65
2023
Q3 		$643K Buy
4,433
+257
+6% +$38.5K 0.17% 69
2023
Q2 		$607K Buy
4,176
+700
+20% +$96.3K 0.16% 73
2023
Q1 		$453K Sell
3,476
-66
-2% -$9.04K 0.13% 81
2022
Q4 		$475K Buy
3,542
+501
+16% +$63.5K 0.14% 73
2022
Q3 		$318K Sell
3,041
-128
-4% -$14.7K 0.11% 88
2022
Q2 		$357K Sell
3,169
-121
-4% -$15K 0.12% 79
2022
Q1 		$448K Buy
3,290
+617
+23% +$91.1K 0.14% 75
2021
Q4 		$423K Sell
2,673
-168
-6% -$27.6K 0.13% 76
2021
Q3 		$465K Buy
2,841
+275
+11% +$43.1K 0.16% 68
2021
Q2 		$399K Buy
2,566
+212
+9% +$33.3K 0.15% 68
2021
Q1 		$358K Buy
+2,354
New +$339K 0.15% 64

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capital Advisors Wealth Management's JPM Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $67.4K and bringing the position to 12,180 shares worth $3.99M. The position accounts for 0.47% of the portfolio, ranked #47.

Capital Advisors Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Advisors Wealth Management held 12,180 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
  • Capital Advisors Wealth Management bought 217 JPMorgan Chase shares in Q2 2026, an estimated $67.4K.
  • JPMorgan Chase made up 0.47% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.