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Cravens & Co Advisors’s JPMorgan Chase JPM Stock Holding History

Cravens & Co 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 		$1.57M Sell
4,783
-753
-14% -$234K 1.05% 19
2026
Q1 		$1.63M Buy
5,536
+117
+2% +$35.5K 1.06% 23
2025
Q4 		$1.68M Buy
5,419
+5
+0.1% +$1.55K 1.1% 21
2025
Q3 		$1.71M Sell
5,414
-17
-0.3% -$5.06K 1.17% 17
2025
Q2 		$1.57M Buy
5,431
+2
+0% +$510 1.17% 19
2025
Q1 		$1.33M Buy
5,429
+107
+2% +$27.3K 1.03% 18
2024
Q4 		$1.28M Sell
5,322
-2
-0% -$466 0.97% 20
2024
Q3 		$1.12M Sell
5,324
-413
-7% -$87K 0.87% 23
2024
Q2 		$1.16M Sell
5,737
-275
-5% -$53.8K 0.86% 23
2024
Q1 		$1.2M Sell
6,012
-37
-0.6% -$6.68K 1% 20
2023
Q4 		$1.03M Sell
6,049
-8
-0.1% -$1.21K 0.89% 24
2023
Q3 		$878K Buy
6,057
+157
+3% +$23.5K 0.83% 25
2023
Q2 		$858K Sell
5,900
-5
-0.1% -$688 0.79% 29
2023
Q1 		$769K Buy
5,905
+74
+1% +$10.1K 0.72% 29
2022
Q4 		$782K Buy
+5,831
New +$739K 0.72% 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

Cravens & Co Advisors's JPM Position: Q2 2026 in Review

Cravens & Co Advisors reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $234K and leaving 4,783 shares worth $1.57M. The position accounts for 1.05% of the portfolio, ranked #19.

Cravens & Co Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cravens & Co Advisors held 4,783 shares of JPMorgan Chase worth $1.57M as of Q2 2026.
  • Cravens & Co Advisors sold 753 JPMorgan Chase shares in Q2 2026, an estimated $234K.
  • JPMorgan Chase made up 1.05% of Cravens & Co Advisors's portfolio in Q2 2026, its #19 holding.
  • Cravens & Co Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Cravens & Co Advisors's JPMorgan Chase position peaked at $1.71M in Q3 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.