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Cohen Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Cohen Investment 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 		$7.35M Sell
22,444
-403
-2% -$125K 3.29% 6
2026
Q1 		$6.72M Sell
22,847
-12
-0.1% -$3.64K 3.19% 7
2025
Q4 		$7.37M Sell
22,859
-20
-0.1% -$6.19K 3.39% 7
2025
Q3 		$7.22M Buy
22,879
+267
+1% +$79.4K 3.5% 7
2025
Q2 		$6.56M Buy
22,612
+377
+2% +$96.2K 3.42% 6
2025
Q1 		$5.45M Buy
22,235
+37
+0.2% +$9.43K 3.16% 6
2024
Q4 		$5.32M Buy
22,198
+2
+0% +$466 3.21% 7
2024
Q3 		$4.68M Buy
22,196
+646
+3% +$136K 2.86% 7
2024
Q2 		$3.13M Sell
21,550
-325
-1% -$63.5K 2.51% 9
2024
Q1 		$4.38M Buy
21,875
+375
+2% +$67.7K 2.84% 6
2023
Q4 		$3.66M Sell
21,500
-50
-0.2% -$7.58K 2.69% 6
2023
Q3 		$3.13M Sell
21,550
-643
-3% -$96.4K 2.51% 9
2023
Q2 		$3.23M Buy
22,193
+99
+0.4% +$13.6K 2.6% 7
2023
Q1 		$2.88M Sell
22,094
-36
-0.2% -$4.93K 2.28% 9
2022
Q4 		$2.97M Buy
22,130
+1,287
+6% +$163K 2.47% 9
2022
Q3 		$2.18M Buy
20,843
+238
+1% +$27.3K 2% 20
2022
Q2 		$2.32M Buy
20,605
+439
+2% +$54.4K 1.99% 21
2022
Q1 		$2.75M Buy
20,166
+48
+0.2% +$7.08K 2.04% 18
2021
Q4 		$3.19M Sell
20,118
-99
-0.5% -$16.3K 2.27% 12
2021
Q3 		$3.31M Sell
20,217
-336
-2% -$52.7K 2.54% 7
2021
Q2 		$3.2M Sell
20,553
-485
-2% -$76.2K 2.49% 9
2021
Q1 		$3.21M Buy
21,038
+596
+3% +$85.7K 2.61% 5
2020
Q4 		$2.6M Buy
+20,442
New +$2.28M 2.34% 9

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

Cohen Investment Advisors's JPM Position: Q2 2026 in Review

Cohen Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $125K and leaving 22,444 shares worth $7.35M. The position accounts for 3.29% of the portfolio, ranked #6.

Cohen Investment Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.37M in Q4 2025. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cohen Investment Advisors held 22,444 shares of JPMorgan Chase worth $7.35M as of Q2 2026.
  • Cohen Investment Advisors sold 403 JPMorgan Chase shares in Q2 2026, an estimated $125K.
  • JPMorgan Chase made up 3.29% of Cohen Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Cohen Investment Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's JPMorgan Chase position peaked at $7.37M in Q4 2025.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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