CastleKeep Investment Advisors’s JPMorgan Chase JPM Stock Holding History

CastleKeep 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	$1.2M	Sell	3,676 -255	-6%	-$79.2K	0.6%	29
2026 Q1	$1.16M	Buy	3,931 +621	+19%	+$188K	0.63%	29
2025 Q4	$1.07M	Sell	3,310 -15	-0.5%	-$4.64K	0.48%	55
2025 Q3	$1.05M	Sell	3,325 -2,219	-40%	-$660K	0.49%	52
2025 Q2	$1.61M	Buy	5,544 +840	+18%	+$214K	0.79%	28
2025 Q1	$1.15M	Sell	4,704 -579	-11%	-$148K	0.59%	65
2024 Q4	$1.27M	Sell	5,283 -480	-8%	-$112K	0.89%	38
2024 Q3	$1.22M	Sell	5,763 -356	-6%	-$75K	0.83%	37
2024 Q2	$1.24M	Sell	6,119 -20	-0.3%	-$3.91K	0.95%	19
2024 Q1	$1.23M	Sell	6,139 -1,390	-18%	-$251K	0.89%	20
2023 Q4	$1.28M	Buy	+7,529	New	+$1.14M	0.91%	23

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CastleKeep Investment Advisors's JPM Position: Q2 2026 in Review

CastleKeep Investment Advisors reduced its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, selling an estimated $79.2K and leaving 3,676 shares worth $1.2M. The position accounts for 0.6% of the portfolio, ranked #29.

CastleKeep Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CastleKeep Investment Advisors held 3,676 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
CastleKeep Investment Advisors sold 255 JPMorgan Chase shares in Q2 2026, an estimated $79.2K.
JPMorgan Chase made up 0.6% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #29 holding.
CastleKeep Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
CastleKeep Investment Advisors's JPMorgan Chase position peaked at $1.61M in Q2 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.