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Collaborative Fund Advisors’s JPMorgan Chase JPM Stock Holding History

Collaborative Fund 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 		$2.26M Buy
6,906
+1,860
+37% +$578K 1.32% 16
2026
Q1 		$1.48M Buy
+5,046
New +$1.53M 0.92% 42

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

Collaborative Fund Advisors's JPM Position: Q2 2026 in Review

Collaborative Fund Advisors increased its JPMorgan Chase (JPM) stake by 37% in Q2 2026, buying an estimated $578K and bringing the position to 6,906 shares worth $2.26M. The position accounts for 1.32% of the portfolio, ranked #16.

Collaborative Fund Advisors first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,097 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Collaborative Fund Advisors held 6,906 shares of JPMorgan Chase worth $2.26M as of Q2 2026.
  • Collaborative Fund Advisors bought 1,860 JPMorgan Chase shares in Q2 2026, an estimated $578K.
  • JPMorgan Chase made up 1.32% of Collaborative Fund Advisors's portfolio in Q2 2026, its #16 holding.
  • Collaborative Fund Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 5,097 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.