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Cordoba Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Cordoba Advisory Partners’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 		$275K Buy
+839
New +$261K 0.06% 119
2026
Q1 		– Sell
-1,130
Closed -$364K – 132
2025
Q4 		$364K Buy
+1,130
New +$350K 0.09% 108

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Massachusetts Financial Services
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Boston Partners
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cordoba Advisory Partners's JPM Position: Q2 2026 in Review

Cordoba Advisory Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 839 shares worth $275K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Cordoba Advisory Partners previously reported a position in JPM as recently as Q4 2025.

Cordoba Advisory Partners first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $364K in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cordoba Advisory Partners held 839 shares of JPMorgan Chase worth $275K as of Q2 2026.
  • JPMorgan Chase was a new Cordoba Advisory Partners position in Q2 2026.
  • JPMorgan Chase made up 0.06% of Cordoba Advisory Partners's portfolio in Q2 2026, its #119 holding.
  • Cordoba Advisory Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Cordoba Advisory Partners's JPMorgan Chase position peaked at $364K in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cordoba Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.