CCA
JPM icon

Childress Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Childress Capital 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 		$3.23M Buy
9,867
+324
+3% +$101K 0.53% 39
2026
Q1 		$2.81M Sell
9,543
-1,146
-11% -$348K 0.51% 34
2025
Q4 		$3.44M Buy
10,689
+6
+0.1% +$1.86K 0.55% 39
2025
Q3 		$3.37M Buy
10,683
+1,789
+20% +$532K 0.62% 37
2025
Q2 		$2.58M Buy
8,894
+479
+6% +$122K 0.65% 32
2025
Q1 		$2.06M Buy
8,415
+328
+4% +$83.6K 0.6% 30
2024
Q4 		$1.94M Sell
8,087
-52
-0.6% -$12.1K 0.54% 34
2024
Q3 		$1.72M Sell
8,139
-23
-0.3% -$4.84K 0.46% 40
2024
Q2 		$1.65M Buy
8,162
+384
+5% +$75.1K 0.46% 37
2024
Q1 		$1.56M Sell
7,778
-596
-7% -$108K 0.45% 44
2023
Q4 		$1.42M Sell
8,374
-328
-4% -$49.7K 0.42% 44
2023
Q3 		$1.26M Buy
8,702
+6,523
+299% +$978K 0.41% 45
2023
Q2 		$317K Sell
2,179
-1,355
-38% -$186K 0.13% 61
2023
Q1 		$461K Sell
3,534
-6,331
-64% -$867K 0.2% 51
2022
Q4 		$1.32M Buy
9,865
+1,236
+14% +$157K 0.44% 40
2022
Q3 		$926K Sell
8,629
-1,119
-11% -$128K 0.36% 51
2022
Q2 		$1.1M Buy
9,748
+437
+5% +$54.1K 0.44% 45
2022
Q1 		$1.27M Sell
9,311
-486
-5% -$71.7K 0.44% 43
2021
Q4 		$1.55M Sell
9,797
-1,680
-15% -$276K 0.64% 33
2021
Q3 		$1.88M Buy
11,477
+2,539
+28% +$398K 0.76% 27
2021
Q2 		$1.39M Sell
8,938
-1,754
-16% -$275K 0.63% 30
2021
Q1 		$1.63M Buy
10,692
+3,647
+52% +$525K 0.75% 25
2020
Q4 		$897K Buy
+7,045
New +$787K 0.52% 24

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Childress Capital Advisors's JPM Position: Q2 2026 in Review

Childress Capital Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $101K and bringing the position to 9,867 shares worth $3.23M. The position accounts for 0.53% of the portfolio, ranked #39.

Childress Capital Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q4 2025. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Childress Capital Advisors held 9,867 shares of JPMorgan Chase worth $3.23M as of Q2 2026.
  • Childress Capital Advisors bought 324 JPMorgan Chase shares in Q2 2026, an estimated $101K.
  • JPMorgan Chase made up 0.53% of Childress Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Childress Capital Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Childress Capital Advisors's JPMorgan Chase position peaked at $3.44M in Q4 2025.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.