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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
Q2 		$2.83M Sell
8,648
-183
-2% -$56.8K 0.79% 24
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 $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

Cora Capital Advisors's JPM Position: Q2 2026 in Review

Cora Capital Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $56.8K and leaving 8,648 shares worth $2.83M. The position accounts for 0.79% of the portfolio, ranked #24.

Cora Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.91M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cora Capital Advisors held 8,648 shares of JPMorgan Chase worth $2.83M as of Q2 2026.
  • Cora Capital Advisors sold 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
  • JPMorgan Chase made up 0.79% of Cora Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Cora Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Cora Capital Advisors's JPMorgan Chase position peaked at $2.91M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.