Certified Advisory Corp’s JPMorgan Chase JPM Stock Holding History

Certified Advisory Corp’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	$6.24M	Buy	19,050 +7	+0%	+$2.17K	0.5%	56
2026 Q1	$5.6M	Buy	19,043 +902	+5%	+$274K	0.5%	63
2025 Q4	$5.85M	Buy	18,141 +623	+4%	+$193K	0.53%	59
2025 Q3	$5.53M	Sell	17,518 -371	-2%	-$110K	0.52%	58
2025 Q2	$5.19M	Sell	17,889 -3,740	-17%	-$954K	0.54%	56
2025 Q1	$5.31M	Sell	21,629 -1,035	-5%	-$264K	0.6%	50
2024 Q4	$5.43M	Sell	22,664 -348	-2%	-$81.1K	0.59%	54
2024 Q3	$4.85M	Buy	23,012 +234	+1%	+$49.3K	0.54%	59
2024 Q2	$4.61M	Buy	22,778 +261	+1%	+$51K	0.58%	55
2024 Q1	$4.51M	Sell	22,517 -195	-0.9%	-$35.2K	0.63%	52
2023 Q4	$3.86M	Sell	22,712 -32,313	-59%	-$4.9M	0.59%	58
2023 Q3	$3.48M	Buy	55,025 +33,257	+153%	+$4.99M	0.64%	50
2023 Q2	$3.17M	Buy	21,768 +1,533	+8%	+$211K	0.58%	53
2023 Q1	$2.64M	Buy	20,235 +47	+0.2%	+$6.44K	0.47%	66
2022 Q4	$2.71M	Sell	20,188 -96	-0.5%	-$12.2K	0.54%	56
2022 Q3	$2.12M	Buy	20,284 +573	+3%	+$65.8K	0.48%	56
2022 Q2	$2.22M	Buy	19,711 +113	+0.6%	+$14K	0.49%	57
2022 Q1	$2.67M	Buy	19,598 +1,092	+6%	+$161K	0.57%	50
2021 Q4	$2.93M	Buy	18,506 +180	+1%	+$29.6K	0.65%	46
2021 Q3	$3M	Sell	18,326 -97	-0.5%	-$15.2K	0.73%	39
2021 Q2	$2.87M	Buy	18,423 +913	+5%	+$143K	0.72%	39
2021 Q1	$2.67M	Buy	+17,510	New	+$2.52M	0.69%	39
2020 Q2	$1.64M	Buy	17,477 +2,948	+20%	+$280K	0.54%	48
2020 Q1	$1.31M	Buy	14,529 +2,254	+18%	+$274K	0.52%	44
2019 Q4	$1.71M	Buy	12,275 +1,067	+10%	+$137K	0.55%	40
2019 Q3	$1.32M	Sell	11,208 -433	-4%	-$49K	0.46%	54
2019 Q2	$1.3M	Buy	11,641 +17	+0.1%	+$1.87K	0.48%	51
2019 Q1	$1.18M	Buy	11,624 +1,020	+10%	+$105K	0.49%	49
2018 Q4	$1.03M	Sell	10,604 -1,134	-10%	-$121K	0.54%	47
2018 Q3	$1.32M	Buy	11,738 +21	+0.2%	+$2.38K	0.61%	36
2018 Q2	$1.22M	Sell	11,717 -214	-2%	-$23.5K	0.68%	35
2018 Q1	$1.31M	Buy	11,931 +9,495	+390%	+$1.08M	0.78%	32
2017 Q4	$259K	Buy	+2,436	New	+$247K	0.19%	99

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Certified Advisory Corp's JPM Position: Q2 2026 in Review

Certified Advisory Corp increased its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, buying an estimated $2.17K and bringing the position to 19,050 shares worth $6.24M. The position accounts for 0.5% of the portfolio, ranked #56.

Certified Advisory Corp first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Certified Advisory Corp held 19,050 shares of JPMorgan Chase worth $6.24M as of Q2 2026.
Certified Advisory Corp bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.5% of Certified Advisory Corp's portfolio in Q2 2026, its #56 holding.
Certified Advisory Corp first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.