Continental Advisors’s JPMorgan Chase JPM Stock Holding History

Continental 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
2023 Q1	–	Sell	-3,000	Closed	-$402K	–	58
2022 Q4	$402K	Buy	+3,000	New	+$380K	0.21%	58
2016 Q3	–	Sell	-80,000	Closed	-$4.97M	–	143
2016 Q2	$4.97M	Hold	80,000	–	–	1.53%	17
2016 Q1	$4.74M	Sell	80,000 -21,100	-21%	-$1.23M	1.34%	20
2015 Q4	$6.68M	Buy	101,100 +21,100	+26%	+$1.37M	1.7%	14
2015 Q3	$4.88M	Buy	80,000 +60,000	+300%	+$3.93M	1.31%	20
2015 Q2	$1.35M	Sell	20,000 -15,000	-43%	-$979K	0.36%	87
2015 Q1	$2.12M	Sell	35,000 -15,000	-30%	-$888K	0.47%	72
2014 Q4	$3.13M	Sell	50,000 -12,500	-20%	-$752K	0.63%	51
2014 Q3	$3.77M	Sell	62,500 -17,500	-22%	-$1.02M	0.86%	30
2014 Q2	$4.61M	Buy	+80,000	New	+$4.5M	1.07%	25
2013 Q4	–	Sell	-100,000	Closed	-$5.17M	–	150
2013 Q3	$5.17M	Buy	100,000 +20,000	+25%	+$1.07M	1.28%	18
2013 Q2	$4.22M	Buy	+80,000	New	+$4.07M	1.19%	22

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Continental Advisors's JPM Position: Q1 2026 in Review

Continental Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 10,735 shares worth $3.16M. The position accounts for 1.61% of the portfolio, ranked #25.

Continental Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.41M in Q3 2017. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Continental Advisors held 10,735 shares of JPMorgan Chase worth $3.16M as of Q1 2026.
Continental Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 1.61% of Continental Advisors's portfolio in Q1 2026, its #25 holding.
Continental Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Continental Advisors's JPMorgan Chase position peaked at $8.41M in Q3 2017.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.