Cerro Pacific Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Cerro Pacific Wealth 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	$3.94M	Sell	12,045 -65	-0.5%	-$20.2K	0.89%	30
2026 Q1	$3.56M	Sell	12,110 -588	-5%	-$178K	0.93%	26
2025 Q4	$4.09M	Sell	12,698 -222	-2%	-$68.7K	1.1%	25
2025 Q3	$4.08M	Sell	12,920 -2,712	-17%	-$807K	1.12%	24
2025 Q2	$4.53M	Sell	15,632 -256	-2%	-$65.3K	1.26%	22
2025 Q1	$3.81M	Buy	15,888 +137	+0.9%	+$34.9K	1.24%	22
2024 Q4	$3.32M	Sell	15,751 -198	-1%	-$46.1K	1.1%	25
2024 Q3	$3.23M	Hold	15,949	–	–	1.22%	21
2024 Q2	$3.23M	Buy	+15,949	New	+$3.12M	1.23%	21
2023 Q1	$1.86M	Buy	14,270 +3,002	+27%	+$411K	1.03%	24
2022 Q4	$1.51M	Buy	11,268 +221	+2%	+$28K	0.8%	35
2022 Q3	$1.15M	Buy	11,047 +2,437	+28%	+$280K	0.7%	37
2022 Q2	$970K	Buy	8,610 +1,558	+22%	+$193K	0.61%	41
2022 Q1	$961K	Buy	7,052 +529	+8%	+$78.1K	0.59%	45
2021 Q4	$1.03M	Sell	6,523 -622	-9%	-$102K	0.65%	39
2021 Q3	$1.17M	Sell	7,145 -1,888	-21%	-$296K	0.84%	25
2021 Q2	$1.41M	Buy	+9,033	New	+$1.42M	1.04%	22
2020 Q4	$1.67M	Buy	+13,132	New	+$1.47M	1%	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 $3.37T AUM 44.26% 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

Cerro Pacific Wealth Advisors's JPM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.54% in Q2 2026, selling an estimated $20.2K and leaving 12,045 shares worth $3.94M. The position accounts for 0.89% of the portfolio, ranked #30.

Cerro Pacific Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.53M in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cerro Pacific Wealth Advisors held 12,045 shares of JPMorgan Chase worth $3.94M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 65 JPMorgan Chase shares in Q2 2026, an estimated $20.2K.
JPMorgan Chase made up 0.89% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Cerro Pacific Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's JPMorgan Chase position peaked at $4.53M in Q2 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.