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Continuum Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Continuum Wealth 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 		$553K Buy
1,690
+208
+14% +$64.6K 0.19% 44
2026
Q1 		$436K Sell
1,482
-196
-12% -$59.5K 0.18% 45
2025
Q4 		$541K Buy
1,678
+230
+16% +$71.2K 0.21% 43
2025
Q3 		$457K Buy
1,448
+166
+13% +$49.4K 0.19% 41
2025
Q2 		$372K Hold
1,282
– – 0.18% 40
2025
Q1 		$314K Sell
1,282
-253
-16% -$64.5K 0.16% 42
2024
Q4 		$368K Buy
1,535
+243
+19% +$56.6K 0.19% 40
2024
Q3 		$272K Hold
1,292
– – 0.15% 48
2024
Q2 		$261K Sell
1,292
-244
-16% -$47.7K 0.14% 50
2024
Q1 		$308K Hold
1,536
– – 0.17% 48
2023
Q4 		$261K Hold
1,536
– – 0.17% 40
2023
Q3 		$223K Hold
1,536
– – 0.16% 44
2023
Q2 		$223K Hold
1,536
– – 0.16% 46
2023
Q1 		$200K Hold
1,536
– – 0.16% 41
2022
Q4 		$206K Buy
+1,536
New +$195K 0.2% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Continuum Wealth Advisors's JPM Position: Q2 2026 in Review

Continuum Wealth Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $64.6K and bringing the position to 1,690 shares worth $553K. The position accounts for 0.19% of the portfolio, ranked #44.

Continuum Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Continuum Wealth Advisors held 1,690 shares of JPMorgan Chase worth $553K as of Q2 2026.
  • Continuum Wealth Advisors bought 208 JPMorgan Chase shares in Q2 2026, an estimated $64.6K.
  • JPMorgan Chase made up 0.19% of Continuum Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Continuum Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.