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Detalus Advisors’s JPMorgan Chase JPM Stock Holding History

Detalus 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 		$754K Sell
2,303
-323
-12% -$100K 0.15% 74
2026
Q1 		$772K Sell
2,626
-56
-2% -$17K 0.18% 69
2025
Q4 		$864K Buy
2,682
+6
+0.2% +$1.86K 0.21% 63
2025
Q3 		$844K Buy
2,676
+4
+0.1% +$1.19K 0.22% 59
2025
Q2 		$775K Buy
2,672
+21
+0.8% +$5.36K 0.22% 59
2025
Q1 		$650K Sell
2,651
-57
-2% -$14.5K 0.2% 68
2024
Q4 		$649K Sell
2,708
-91
-3% -$21.2K 0.21% 64
2024
Q3 		$590K Buy
2,799
+146
+6% +$30.8K 0.2% 69
2024
Q2 		$537K Buy
2,653
+871
+49% +$170K 0.18% 75
2024
Q1 		$357K Buy
1,782
+68
+4% +$12.3K 0.13% 96
2023
Q4 		$292K Buy
1,714
+79
+5% +$12K 0.12% 110
2023
Q3 		$237K Sell
1,635
-100
-6% -$15K 0.11% 114
2023
Q2 		$252K Sell
1,735
-801
-32% -$110K 0.11% 117
2023
Q1 		$330K Sell
2,536
-25
-1% -$3.42K 0.16% 96
2022
Q4 		$343K Buy
2,561
+99
+4% +$12.5K 0.17% 97
2022
Q3 		$257K Buy
2,462
+600
+32% +$68.9K 0.15% 105
2022
Q2 		$210K Buy
+1,862
New +$231K 0.12% 107
2022
Q1 		– Sell
-1,332
Closed -$211K – 124
2021
Q4 		$211K Sell
1,332
-410
-24% -$67.3K 0.1% 116
2021
Q3 		$285K Hold
1,742
– – 0.14% 92
2021
Q2 		$271K Sell
1,742
-808
-32% -$127K 0.14% 95
2021
Q1 		$388K Sell
2,550
-325
-11% -$46.8K 0.23% 75
2020
Q4 		$365K Sell
2,875
-33
-1% -$3.69K 0.23% 72
2020
Q3 		$280K Buy
2,908
+167
+6% +$16.4K 0.2% 72
2020
Q2 		$258K Hold
2,741
– – 0.2% 77
2020
Q1 		$247K Buy
2,741
+10
+0.4% +$1.22K 0.23% 69
2019
Q4 		$381K Buy
+2,731
New +$350K 0.28% 61

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Detalus Advisors's JPM Position: Q2 2026 in Review

Detalus Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $100K and leaving 2,303 shares worth $754K. The position accounts for 0.15% of the portfolio, ranked #74.

Detalus Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $864K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Detalus Advisors held 2,303 shares of JPMorgan Chase worth $754K as of Q2 2026.
  • Detalus Advisors sold 323 JPMorgan Chase shares in Q2 2026, an estimated $100K.
  • JPMorgan Chase made up 0.15% of Detalus Advisors's portfolio in Q2 2026, its #74 holding.
  • Detalus Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Detalus Advisors's JPMorgan Chase position peaked at $864K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.