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Cora Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Cora 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
Q1 		$2.6M Sell
8,831
-192
-2% -$58.3K 0.86% 21
2025
Q4 		$2.91M Buy
9,023
+404
+5% +$125K 1.13% 20
2025
Q3 		$2.72M Buy
8,619
+340
+4% +$101K 1.16% 20
2025
Q2 		$2.4M Buy
8,279
+265
+3% +$67.6K 1.07% 20
2025
Q1 		$1.97M Buy
8,014
+93
+1% +$23.7K 0.94% 22
2024
Q4 		$1.9M Buy
7,921
+2
+0% +$466 0.92% 21
2024
Q3 		$1.67M Sell
7,919
-22
-0.3% -$4.63K 0.82% 21
2024
Q2 		$1.61M Sell
7,941
-90
-1% -$17.6K 0.83% 24
2024
Q1 		$1.61M Sell
8,031
-67
-0.8% -$12.1K 0.86% 24
2023
Q4 		$1.38M Sell
8,098
-53
-0.7% -$8.03K 0.81% 26
2023
Q3 		$1.18M Sell
8,151
-128
-2% -$19.2K 0.79% 28
2023
Q2 		$1.2M Sell
8,279
-98
-1% -$13.5K 0.8% 28
2023
Q1 		$1.09M Sell
8,377
-148
-2% -$20.3K 0.81% 27
2022
Q4 		$1.14M Buy
+8,525
New +$1.08M 0.79% 27

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cora Capital Advisors's JPM Position: Q1 2026 in Review

Cora Capital Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $58.3K and leaving 8,831 shares worth $2.6M. The position accounts for 0.86% of the portfolio, ranked #21.

Cora Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.91M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cora Capital Advisors held 8,831 shares of JPMorgan Chase worth $2.6M as of Q1 2026.
  • Cora Capital Advisors sold 192 JPMorgan Chase shares in Q1 2026, an estimated $58.3K.
  • JPMorgan Chase made up 0.86% of Cora Capital Advisors's portfolio in Q1 2026, its #21 holding.
  • Cora Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Cora Capital Advisors's JPMorgan Chase position peaked at $2.91M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.