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Capital Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Capital Investment Advisory Services’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 		$9.71M Buy
29,679
+2,280
+8% +$708K 0.6% 32
2026
Q1 		$8.06M Buy
27,399
+302
+1% +$91.7K 0.59% 38
2025
Q4 		$8.73M Buy
27,097
+281
+1% +$87K 0.62% 36
2025
Q3 		$8.46M Buy
26,816
+90
+0.3% +$26.8K 0.67% 32
2025
Q2 		$7.75M Buy
26,726
+3,049
+13% +$778K 0.63% 32
2025
Q1 		$5.81M Buy
23,677
+534
+2% +$136K 0.52% 44
2024
Q4 		$5.55M Buy
23,143
+493
+2% +$115K 0.53% 42
2024
Q3 		$4.78M Sell
22,650
-213
-0.9% -$44.9K 0.45% 55
2024
Q2 		$4.62M Buy
22,863
+382
+2% +$74.7K 0.48% 46
2024
Q1 		$4.5M Sell
22,481
-740
-3% -$134K 0.48% 41
2023
Q4 		$3.95M Sell
23,221
-1,174
-5% -$178K 0.37% 47
2023
Q3 		$3.54M Sell
24,395
-1,559
-6% -$234K 0.35% 47
2023
Q2 		$3.77M Sell
25,954
-713
-3% -$98.1K 0.37% 40
2023
Q1 		$3.47M Sell
26,667
-6,990
-21% -$958K 0.41% 48
2022
Q4 		$4.51M Sell
33,657
-2,312
-6% -$293K 0.54% 36
2022
Q3 		$3.76M Buy
35,969
+2,341
+7% +$269K 0.49% 38
2022
Q2 		$3.79M Buy
33,628
+1,684
+5% +$209K 0.46% 42
2022
Q1 		$4.36M Buy
31,944
+3,849
+14% +$568K 0.47% 35
2021
Q4 		$4.45M Buy
28,095
+795
+3% +$131K 0.53% 36
2021
Q3 		$4.47M Buy
27,300
+2,071
+8% +$325K 0.56% 29
2021
Q2 		$3.92M Buy
25,229
+213
+0.9% +$33.5K 0.49% 43
2021
Q1 		$3.81M Sell
25,016
-634
-2% -$91.2K 0.54% 37
2020
Q4 		$3.26M Buy
25,650
+2,683
+12% +$300K 0.48% 45
2020
Q3 		$2.21M Sell
22,967
-2,912
-11% -$286K 0.42% 57
2020
Q2 		$2.43M Buy
25,879
+2,430
+10% +$231K 0.49% 51
2020
Q1 		$2.11M Buy
23,449
+12,760
+119% +$1.55M 0.52% 42
2019
Q4 		$1.49M Buy
10,689
+1,758
+20% +$225K 0.4% 52
2019
Q3 		$1.05M Sell
8,931
-856
-9% -$96.8K 0.29% 69
2019
Q2 		$1.12M Buy
9,787
+5,756
+143% +$635K 0.34% 61
2019
Q1 		$408K Buy
4,031
+249
+7% +$25.7K 0.15% 132
2018
Q4 		$369K Sell
3,782
-50
-1% -$5.33K 0.16% 124
2018
Q3 		$432K Sell
3,832
-60
-2% -$6.81K 0.2% 124
2018
Q2 		$406K Buy
3,892
+142
+4% +$15.6K 0.2% 131
2018
Q1 		$412K Buy
3,750
+997
+36% +$113K 0.23% 108
2017
Q4 		$294K Buy
2,753
+75
+3% +$7.59K 0.17% 142
2017
Q3 		$256K Sell
2,678
-168
-6% -$15.5K 0.16% 146
2017
Q2 		$260K Buy
2,846
+110
+4% +$9.49K 0.17% 130
2017
Q1 		$240K Sell
2,736
-1,178
-30% -$104K 0.18% 120
2016
Q4 		$338K Buy
+3,914
New +$298K 0.29% 87

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital Investment Advisory Services's JPM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, buying an estimated $708K and bringing the position to 29,679 shares worth $9.71M. The position accounts for 0.6% of the portfolio, ranked #32.

Capital Investment Advisory Services first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Investment Advisory Services held 29,679 shares of JPMorgan Chase worth $9.71M as of Q2 2026.
  • Capital Investment Advisory Services bought 2,280 JPMorgan Chase shares in Q2 2026, an estimated $708K.
  • JPMorgan Chase made up 0.6% of Capital Investment Advisory Services's portfolio in Q2 2026, its #32 holding.
  • Capital Investment Advisory Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.