Curtis Advisory Group’s JPMorgan Chase JPM Stock Holding History

Curtis Advisory Group’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	$2.78M	Hold	8,500	–	–	0.54%	41
2026 Q1	$2.5M	Buy	8,500 +1,400	+20%	+$425K	0.54%	43
2025 Q4	$2.29M	Buy	7,100 +3,300	+87%	+$1.02M	0.48%	43
2025 Q3	$1.2M	Hold	3,800	–	–	0.27%	48
2025 Q2	$1.1M	Buy	3,800 +2,000	+111%	+$510K	0.28%	47
2025 Q1	$442K	Hold	1,800	–	–	0.13%	74
2024 Q4	$431K	Buy	1,800 +300	+20%	+$69.9K	0.11%	72
2024 Q3	$316K	Hold	1,500	–	–	0.09%	80
2024 Q2	$303K	Hold	1,500	–	–	0.11%	75
2024 Q1	$300K	Hold	1,500	–	–	0.12%	76
2023 Q4	$255K	Hold	1,500	–	–	0.12%	80
2023 Q3	$218K	Sell	1,500 -125	-8%	-$18.7K	0.07%	79
2023 Q2	$236K	Hold	1,625	–	–	0.08%	80
2023 Q1	$212K	Sell	1,625 -204	-11%	-$28K	0.08%	86
2022 Q4	$245K	Buy	+1,829	New	+$232K	0.1%	76
2022 Q3	–	Sell	-2,029	Closed	-$228K	–	87
2022 Q2	$228K	Buy	2,029 +29	+1%	+$3.59K	0.09%	84
2022 Q1	$273K	Sell	2,000 -21	-1%	-$3.1K	0.09%	73
2021 Q4	$320K	Sell	2,021 -41	-2%	-$6.73K	0.11%	69
2021 Q3	$338K	Sell	2,062 -438	-18%	-$68.7K	0.12%	55
2021 Q2	$389K	Hold	2,500	–	–	0.17%	50
2021 Q1	$381K	Sell	2,500 -200	-7%	-$28.8K	0.17%	53
2020 Q4	$343K	Hold	2,700	–	–	0.17%	49
2020 Q3	$260K	Hold	2,700	–	–	0.15%	54
2020 Q2	$254K	Hold	2,700	–	–	0.18%	48
2020 Q1	$243K	Hold	2,700	–	–	0.16%	45
2019 Q4	$376K	Buy	+2,700	New	+$346K	0.22%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Curtis Advisory Group's JPM Position: Q2 2026 in Review

Curtis Advisory Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,500 shares worth $2.78M. The position accounts for 0.54% of the portfolio, ranked #41.

Curtis Advisory Group first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Curtis Advisory Group held 8,500 shares of JPMorgan Chase worth $2.78M as of Q2 2026.
Curtis Advisory Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.54% of Curtis Advisory Group's portfolio in Q2 2026, its #41 holding.
Curtis Advisory Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.