Cottonwood Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Cottonwood 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	$491K	Buy	1,499 +3	+0.2%	+$932	0.3%	62
2026 Q1	$440K	Buy	1,496 +4	+0.3%	+$1.21K	0.31%	62
2025 Q4	$481K	Sell	1,492 -44	-3%	-$13.6K	0.34%	60
2025 Q3	$485K	Sell	1,536 -2,301	-60%	-$684K	0.35%	58
2025 Q2	$1.11M	Buy	3,837 +35	+0.9%	+$8.93K	0.75%	31
2025 Q1	$933K	Sell	3,802 -491	-11%	-$125K	0.69%	39
2024 Q4	$1.03M	Buy	4,293 +804	+23%	+$187K	0.74%	33
2024 Q3	$736K	Sell	3,489 -125	-3%	-$26.3K	0.54%	44
2024 Q2	$750K	Sell	3,614 -495	-12%	-$96.8K	0.59%	45
2024 Q1	$751K	Sell	4,109 -168	-4%	-$30.3K	0.6%	45
2023 Q4	$728K	Buy	4,277 +169	+4%	+$25.6K	0.6%	44
2023 Q3	$596K	Buy	4,108 +39	+1%	+$5.85K	0.56%	48
2023 Q2	$592K	Sell	4,069 -124	-3%	-$17.1K	0.54%	45
2023 Q1	$546K	Buy	4,193 +5	+0.1%	+$685	0.5%	48
2022 Q4	$562K	Sell	4,188 -140	-3%	-$17.7K	0.5%	47
2022 Q3	$452K	Sell	4,328 -2	-0%	-$230	0.43%	52
2022 Q2	$488K	Sell	4,330 -31	-0.7%	-$3.84K	0.44%	53
2022 Q1	$594K	Sell	4,361 -207	-5%	-$30.6K	0.47%	51
2021 Q4	$723K	Buy	+4,568	New	+$750K	0.56%	44

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Cottonwood Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, buying an estimated $932 and bringing the position to 1,499 shares worth $491K. The position accounts for 0.3% of the portfolio, ranked #62.

Cottonwood Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q2 2025. 2,935 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cottonwood Capital Advisors held 1,499 shares of JPMorgan Chase worth $491K as of Q2 2026.
Cottonwood Capital Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.3% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #62 holding.
Cottonwood Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Cottonwood Capital Advisors's JPMorgan Chase position peaked at $1.11M in Q2 2025.
2,935 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.