Client 1st Advisory Group’s JPMorgan Chase JPM Stock Holding History

Client 1st Advisory Group’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	$1.2M	Buy	3,659 +155	+4%	+$48.1K	0.31%	47
2026 Q1	$1.03M	Buy	3,504 +287	+9%	+$87.1K	0.31%	41
2025 Q4	$1.04M	Buy	3,217 +420	+15%	+$130K	0.32%	41
2025 Q3	$882K	Buy	2,797 +224	+9%	+$66.6K	0.29%	42
2025 Q2	$746K	Buy	2,573 +101	+4%	+$25.8K	0.27%	47
2025 Q1	$606K	Hold	2,472	–	–	0.24%	57
2024 Q4	$593K	Buy	2,472 +190	+8%	+$44.3K	0.23%	54
2024 Q3	$481K	Buy	2,282 +632	+38%	+$133K	0.19%	65
2024 Q2	$334K	Hold	1,650	–	–	0.14%	78
2024 Q1	$330K	Hold	1,650	–	–	0.15%	78
2023 Q4	$281K	Hold	1,650	–	–	0.14%	80
2023 Q3	$239K	Sell	1,650 -15	-0.9%	-$2.25K	0.13%	89
2023 Q2	$242K	Buy	+1,665	New	+$229K	0.13%	89

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Client 1st Advisory Group's JPM Position: Q2 2026 in Review

Client 1st Advisory Group increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,659 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #47.

Client 1st Advisory Group first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 1,097 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Client 1st Advisory Group held 3,659 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
Client 1st Advisory Group bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
JPMorgan Chase made up 0.31% of Client 1st Advisory Group's portfolio in Q2 2026, its #47 holding.
Client 1st Advisory Group first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
1,097 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.