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 $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

Continental Advisors's JPM Position: Q2 2026 in Review

Continental Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 10,735 shares worth $3.51M. The position accounts for 1.48% of the portfolio, ranked #25.

Continental Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.41M in Q3 2017. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Continental Advisors held 10,735 shares of JPMorgan Chase worth $3.51M as of Q2 2026.
Continental Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.48% of Continental Advisors's portfolio in Q2 2026, its #25 holding.
Continental Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Continental Advisors's JPMorgan Chase position peaked at $8.41M in Q3 2017.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Continental Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.