Colton Groome Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Colton Groome Financial 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	$2.24M	Buy	6,856 +522	+8%	+$162K	0.54%	37
2026 Q1	$1.86M	Buy	6,334 +132	+2%	+$40.1K	0.53%	39
2025 Q4	$2M	Buy	6,202 +516	+9%	+$160K	0.57%	34
2025 Q3	$1.79M	Buy	5,686 +83	+1%	+$24.7K	0.55%	36
2025 Q2	$1.62M	Buy	5,603 +107	+2%	+$27.3K	0.55%	36
2025 Q1	$1.34M	Sell	5,496 -530	-9%	-$135K	0.52%	36
2024 Q4	$1.44M	Buy	6,026 +278	+5%	+$64.8K	0.55%	39
2024 Q3	$1.21M	Sell	5,748 -222	-4%	-$46.8K	0.45%	44
2024 Q2	$1.21M	Sell	5,970 -118	-2%	-$23.1K	0.48%	43
2024 Q1	$1.22M	Sell	6,088 -510	-8%	-$92K	0.49%	41
2023 Q4	$1.12M	Buy	6,598 +970	+17%	+$147K	0.49%	42
2023 Q3	$816K	Sell	5,628 -1,257	-18%	-$188K	0.41%	53
2023 Q2	$1M	Buy	6,885 +2,195	+47%	+$302K	0.47%	50
2023 Q1	$611K	Buy	+4,690	New	+$643K	0.29%	67
2022 Q1	–	Sell	-10,005	Closed	-$1.58M	–	121
2021 Q4	$1.58M	Buy	10,005 +125	+1%	+$20.5K	0.64%	41
2021 Q3	$1.62M	Sell	9,880 -45	-0.5%	-$7.05K	0.7%	30
2021 Q2	$1.54M	Buy	+9,925	New	+$1.56M	0.71%	32

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Colton Groome Financial Advisors's JPM Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its JPMorgan Chase (JPM) stake by 8.2% in Q2 2026, buying an estimated $162K and bringing the position to 6,856 shares worth $2.24M. The position accounts for 0.54% of the portfolio, ranked #37.

Colton Groome Financial Advisors first reported a position in JPM in Q2 2021 and has held it in 17 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Colton Groome Financial Advisors held 6,856 shares of JPMorgan Chase worth $2.24M as of Q2 2026.
Colton Groome Financial Advisors bought 522 JPMorgan Chase shares in Q2 2026, an estimated $162K.
JPMorgan Chase made up 0.54% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #37 holding.
Colton Groome Financial Advisors first reported a position in JPMorgan Chase in Q2 2021 and has held it in 17 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.