Conservest Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Conservest Capital 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	$389K	Buy	1,187 +90	+8%	+$27.9K	0.03%	98
2026 Q1	$323K	Buy	1,097 +72	+7%	+$21.9K	0.03%	99
2025 Q4	$330K	Sell	1,025 -20	-2%	-$6.19K	0.03%	97
2025 Q3	$330K	Hold	1,045	–	–	0.03%	94
2025 Q2	$303K	Buy	1,045 +112	+12%	+$28.6K	0.03%	100
2025 Q1	$229K	Buy	+933	New	+$238K	0.02%	101

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Conservest Capital Advisors's JPM Position: Q2 2026 in Review

Conservest Capital Advisors increased its JPMorgan Chase (JPM) stake by 8.2% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,187 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #98.

Conservest Capital Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Conservest Capital Advisors held 1,187 shares of JPMorgan Chase worth $389K as of Q2 2026.
Conservest Capital Advisors bought 90 JPMorgan Chase shares in Q2 2026, an estimated $27.9K.
JPMorgan Chase made up 0.03% of Conservest Capital Advisors's portfolio in Q2 2026, its #98 holding.
Conservest Capital Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.