City Center Advisors LLC’s JPMorgan Chase JPM Stock Holding History

City Center Advisors LLC’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	$238K	Sell	726 -14	-2%	-$4.35K	0.19%	152
2026 Q1	$218K	Sell	740 -297	-29%	-$90.1K	0.2%	150
2025 Q4	$334K	Buy	1,037 +22	+2%	+$6.81K	0.31%	102
2025 Q3	$320K	Hold	1,015	–	–	0.31%	108
2025 Q2	$294K	Buy	1,015 +138	+16%	+$35.2K	0.32%	108
2025 Q1	$215K	Buy	+877	New	+$224K	0.25%	142
2024 Q4	–	Sell	-1,013	Closed	-$214K	–	170
2024 Q3	$214K	Sell	1,013 -6	-0.6%	-$1.26K	0.24%	154
2024 Q2	$204K	Hold	1,019	–	–	0.24%	149
2024 Q1	$204K	Buy	+1,019	New	+$184K	0.24%	149

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

City Center Advisors LLC's JPM Position: Q2 2026 in Review

City Center Advisors LLC reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $4.35K and leaving 726 shares worth $238K. The position accounts for 0.19% of the portfolio, ranked #152.

City Center Advisors LLC first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q4 2025. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

City Center Advisors LLC held 726 shares of JPMorgan Chase worth $238K as of Q2 2026.
City Center Advisors LLC sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.19% of City Center Advisors LLC's portfolio in Q2 2026, its #152 holding.
City Center Advisors LLC first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
City Center Advisors LLC's JPMorgan Chase position peaked at $334K in Q4 2025.
3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.