Constant Guidance Financial’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$917K Buy
+2,802
New +$870K 0.58% 37
2025
Q3
Sell
-9,684
Closed -$2.79M 43
2025
Q2
$2.79M Buy
+9,684
New +$2.47M 2.81% 9

Other funds holding JPM

Constant Guidance Financial's JPM Position: Q2 2026 in Review

Constant Guidance Financial opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,802 shares worth $917K. The stake represents 0.58% of the portfolio and ranks #37 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in JPM as recently as Q2 2025.

Constant Guidance Financial first reported a position in JPM in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.79M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Constant Guidance Financial held 2,802 shares of JPMorgan Chase worth $917K as of Q2 2026.
  • JPMorgan Chase was a new Constant Guidance Financial position in Q2 2026.
  • JPMorgan Chase made up 0.58% of Constant Guidance Financial's portfolio in Q2 2026, its #37 holding.
  • Constant Guidance Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 2 quarters since.
  • Constant Guidance Financial's JPMorgan Chase position peaked at $2.79M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.