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CGN Advisors’s JPMorgan Chase JPM Stock Holding History

CGN 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 		$4.24M Buy
12,941
+146
+1% +$45.3K 0.31% 61
2026
Q1 		$3.76M Buy
12,795
+361
+3% +$110K 0.3% 67
2025
Q4 		$4.01M Sell
12,434
-238
-2% -$73.7K 0.32% 63
2025
Q3 		$4M Sell
12,672
-433
-3% -$129K 0.33% 64
2025
Q2 		$3.8M Buy
13,105
+4
+0% +$1.02K 0.34% 60
2025
Q1 		$3.21M Sell
13,101
-2,393
-15% -$610K 0.31% 75
2024
Q4 		$3.71M Sell
15,494
-2,611
-14% -$608K 0.36% 62
2024
Q3 		$3.82M Buy
18,105
+682
+4% +$144K 0.38% 58
2024
Q2 		$3.52M Sell
17,423
-67
-0.4% -$13.1K 0.41% 57
2024
Q1 		$3.5M Buy
17,490
+101
+0.6% +$18.2K 0.44% 48
2023
Q4 		$2.96M Sell
17,389
-960
-5% -$145K 0.41% 62
2023
Q3 		$2.66M Buy
18,349
+279
+2% +$41.8K 0.36% 69
2023
Q2 		$2.63M Buy
18,070
+1,376
+8% +$189K 0.38% 73
2023
Q1 		$2.18M Buy
16,694
+1,776
+12% +$243K 0.34% 82
2022
Q4 		$2M Buy
14,918
+5,110
+52% +$647K 0.35% 77
2022
Q3 		$1.02M Buy
9,808
+2,978
+44% +$342K 0.26% 108
2022
Q2 		$769K Buy
6,830
+1,349
+25% +$167K 0.22% 124
2022
Q1 		$747K Buy
5,481
+562
+11% +$83K 0.19% 112
2021
Q4 		$779K Buy
4,919
+149
+3% +$24.5K 0.2% 112
2021
Q3 		$781K Buy
4,770
+564
+13% +$88.4K 0.26% 92
2021
Q2 		$654K Buy
4,206
+362
+9% +$56.9K 0.21% 107
2021
Q1 		$585K Sell
3,844
-1,099
-22% -$158K 0.21% 99
2020
Q4 		$628K Buy
+4,943
New +$553K 0.25% 93

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

CGN Advisors's JPM Position: Q2 2026 in Review

CGN Advisors increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $45.3K and bringing the position to 12,941 shares worth $4.24M. The position accounts for 0.31% of the portfolio, ranked #61.

CGN Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CGN Advisors held 12,941 shares of JPMorgan Chase worth $4.24M as of Q2 2026.
  • CGN Advisors bought 146 JPMorgan Chase shares in Q2 2026, an estimated $45.3K.
  • JPMorgan Chase made up 0.31% of CGN Advisors's portfolio in Q2 2026, its #61 holding.
  • CGN Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.