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DHJJ Financial Advisors’s JPMorgan Chase JPM Stock Holding History

DHJJ Financial 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 		$606K Sell
1,852
-7
-0.4% -$2.17K 0.17% 99
2026
Q1 		$547K Hold
1,859
– – 0.18% 92
2025
Q4 		$599K Hold
1,859
– – 0.2% 90
2025
Q3 		$587K Sell
1,859
-1
-0.1% -$297 0.2% 90
2025
Q2 		$539K Sell
1,860
-3
-0.2% -$766 0.19% 89
2025
Q1 		$457K Sell
1,863
-48
-3% -$12.2K 0.18% 92
2024
Q4 		$458K Hold
1,911
– – 0.18% 95
2024
Q3 		$403K Sell
1,911
-1
-0.1% -$211 0.16% 110
2024
Q2 		$387K Sell
1,912
-5
-0.3% -$978 0.16% 109
2024
Q1 		$384K Sell
1,917
-9
-0.5% -$1.62K 0.17% 97
2023
Q4 		$328K Buy
1,926
+56
+3% +$8.49K 0.15% 101
2023
Q3 		$271K Sell
1,870
-5
-0.3% -$750 0.14% 110
2023
Q2 		$273K Sell
1,875
-18
-1% -$2.48K 0.14% 117
2023
Q1 		$247K Sell
1,893
-2
-0.1% -$274 0.13% 121
2022
Q4 		$254K Buy
+1,895
New +$240K 0.15% 119
2022
Q3 		– Sell
-1,898
Closed -$214K – 131
2022
Q2 		$214K Buy
1,898
+3
+0.2% +$372 0.12% 125
2022
Q1 		$256K Sell
1,895
-8
-0.4% -$1.18K 0.12% 116
2021
Q4 		$301K Buy
1,903
+3
+0.2% +$493 0.14% 108
2021
Q3 		$311K Sell
1,900
-2
-0.1% -$314 0.16% 100
2021
Q2 		$296K Sell
1,902
-44
-2% -$6.91K 0.16% 98
2021
Q1 		$296K Buy
1,946
+49
+3% +$7.05K 0.17% 90
2020
Q4 		$241K Buy
+1,897
New +$212K 0.15% 92

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

DHJJ Financial Advisors's JPM Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, selling an estimated $2.17K and leaving 1,852 shares worth $606K. The position accounts for 0.17% of the portfolio, ranked #99.

DHJJ Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 2,971 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DHJJ Financial Advisors held 1,852 shares of JPMorgan Chase worth $606K as of Q2 2026.
  • DHJJ Financial Advisors sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.17% of DHJJ Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • DHJJ Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 2,971 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.