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Cardinal Strategic Wealth Guidance’s JPMorgan Chase JPM Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$1.12M Sell
3,432
-114
-3% -$35.4K 0.25% 28
2026
Q1 		$1.04M Sell
3,546
-45
-1% -$13.7K 0.28% 25
2025
Q4 		$1.16M Sell
3,591
-524
-13% -$162K 0.3% 25
2025
Q3 		$1.3M Hold
4,115
– – 0.35% 23
2025
Q2 		$1.19M Sell
4,115
-15
-0.4% -$3.83K 0.34% 23
2025
Q1 		$1.01M Sell
4,130
-1,694
-29% -$432K 0.32% 24
2024
Q4 		$1.4M Buy
5,824
+1,500
+35% +$349K 0.44% 23
2024
Q3 		$912K Hold
4,324
– – 0.3% 27
2024
Q2 		$875K Buy
4,324
+217
+5% +$42.4K 0.32% 25
2024
Q1 		$823K Sell
4,107
-512
-11% -$92.4K 0.31% 27
2023
Q4 		$786K Sell
4,619
-30
-0.6% -$4.55K 0.31% 30
2023
Q3 		$674K Hold
4,649
– – 0.31% 32
2023
Q2 		$673K Sell
4,649
-9
-0.2% -$1.24K 0.3% 33
2023
Q1 		$605K Sell
4,658
-355
-7% -$48.6K 0.28% 35
2022
Q4 		$671K Sell
5,013
-110
-2% -$13.9K 0.32% 41
2022
Q3 		$538K Sell
5,123
-462
-8% -$53K 0.29% 38
2022
Q2 		$633K Sell
5,585
-75
-1% -$9.29K 0.32% 38
2022
Q1 		$778K Sell
5,660
-350
-6% -$51.7K 0.36% 35
2021
Q4 		$952K Sell
6,010
-12
-0.2% -$1.97K 0.44% 35
2021
Q3 		$986K Sell
6,022
-129
-2% -$20.2K 0.52% 30
2021
Q2 		$955K Sell
6,151
-165
-3% -$25.9K 0.5% 31
2021
Q1 		$965K Sell
6,316
-31
-0.5% -$4.46K 0.57% 30
2020
Q4 		$804K Sell
6,347
-9
-0.1% -$1.01K 0.48% 25
2020
Q3 		$610K Sell
6,356
-275
-4% -$27K 0.43% 31
2020
Q2 		$622K Buy
6,631
+400
+6% +$38K 0.46% 27
2020
Q1 		$566K Sell
6,231
-349
-5% -$42.4K 0.52% 27
2019
Q4 		$916K Buy
+6,580
New +$844K 0.79% 23

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 $3.37T AUM 44.26% 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

Cardinal Strategic Wealth Guidance's JPM Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $35.4K and leaving 3,432 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #28.

Cardinal Strategic Wealth Guidance first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q4 2024. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 3,432 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 114 JPMorgan Chase shares in Q2 2026, an estimated $35.4K.
  • JPMorgan Chase made up 0.25% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #28 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Cardinal Strategic Wealth Guidance's JPMorgan Chase position peaked at $1.4M in Q4 2024.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.