Chancellor Financial Group WB’s JPMorgan Chase JPM Stock Holding History

Chancellor Financial Group WB’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	$2.87M	Buy	8,754 +689	+9%	+$214K	1.77%	12
2026 Q1	$2.37M	Sell	8,065 -118	-1%	-$35.8K	1.68%	12
2025 Q4	$2.64M	Sell	8,183 -95	-1%	-$29.4K	1.79%	11
2025 Q3	$2.61M	Sell	8,278 -94	-1%	-$28K	1.84%	10
2025 Q2	$2.43M	Buy	8,372 +137	+2%	+$35K	1.87%	10
2025 Q1	$2.02M	Buy	8,235 +205	+3%	+$52.3K	1.67%	12
2024 Q4	$1.92M	Buy	+8,030	New	+$1.87M	1.55%	13

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

Chancellor Financial Group WB's JPM Position: Q2 2026 in Review

Chancellor Financial Group WB increased its JPMorgan Chase (JPM) stake by 8.5% in Q2 2026, buying an estimated $214K and bringing the position to 8,754 shares worth $2.87M. The position accounts for 1.77% of the portfolio, ranked #12.

Chancellor Financial Group WB first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Chancellor Financial Group WB held 8,754 shares of JPMorgan Chase worth $2.87M as of Q2 2026.
Chancellor Financial Group WB bought 689 JPMorgan Chase shares in Q2 2026, an estimated $214K.
JPMorgan Chase made up 1.77% of Chancellor Financial Group WB's portfolio in Q2 2026, its #12 holding.
Chancellor Financial Group WB first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.