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Cedar Mountain Advisors’s JPMorgan Chase JPM Stock Holding History

Cedar Mountain 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 		$150K Buy
459
+11
+2% +$3.42K 0.03% 88
2026
Q1 		$132K Buy
448
+126
+39% +$38.2K 0.03% 77
2025
Q4 		$104K Buy
322
+1
+0.3% +$310 0.02% 81
2025
Q3 		$101K Buy
321
+103
+47% +$30.6K 0.02% 80
2025
Q2 		$63.2K Hold
218
– – 0.01% 82
2025
Q1 		$53.4K Buy
218
+1
+0.5% +$255 0.01% 90
2024
Q4 		$52.1K Sell
217
-34
-14% -$7.92K 0.01% 85
2024
Q3 		$52.9K Sell
251
-17
-6% -$3.58K 0.01% 80
2024
Q2 		$54.1K Sell
268
-45
-14% -$8.8K 0.01% 71
2024
Q1 		$62.7K Sell
313
-34
-10% -$6.13K 0.02% 64
2023
Q4 		$59K Buy
347
+1
+0.3% +$152 0.02% 65
2023
Q3 		$50.2K Sell
346
-63
-15% -$9.44K 0.01% 66
2023
Q2 		$59.5K Buy
409
+18
+5% +$2.48K 0.02% 67
2023
Q1 		$50.9K Buy
391
+1
+0.3% +$137 0.02% 74
2022
Q4 		$52.3K Hold
390
– – 0.02% 67
2022
Q3 		$41K Buy
390
+1
+0.3% +$115 0.01% 75
2022
Q2 		$44K Hold
389
– – 0.02% 77
2022
Q1 		$53K Buy
389
+1
+0.3% +$148 0.02% 75
2021
Q4 		$61K Hold
388
– – 0.02% 68
2021
Q3 		$64K Buy
388
+63
+19% +$9.88K 0.02% 65
2021
Q2 		$51K Buy
325
+1
+0.3% +$157 0.02% 69
2021
Q1 		$49K Sell
324
-20
-6% -$2.88K 0.02% 72
2020
Q4 		$44K Hold
344
– – 0.02% 73
2020
Q3 		$33K Buy
344
+9
+3% +$884 0.01% 82
2020
Q2 		$32K Buy
335
+55
+20% +$5.22K 0.01% 81
2020
Q1 		$25K Sell
280
-185
-40% -$22.5K 0.01% 79
2019
Q4 		$65K Buy
+465
New +$59.6K 0.03% 58

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

Cedar Mountain Advisors's JPM Position: Q2 2026 in Review

Cedar Mountain Advisors increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, buying an estimated $3.42K and bringing the position to 459 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #88.

Cedar Mountain Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cedar Mountain Advisors held 459 shares of JPMorgan Chase worth $150K as of Q2 2026.
  • Cedar Mountain Advisors bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #88 holding.
  • Cedar Mountain Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.