Diversify Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.9M Buy
72,679
+68,151
+1,505% +$21.2M 0.43% 42
2026
Q1
$1.4M Sell
4,528
-27,735
-86% -$8.42M 0.21% 49
2025
Q4
$10.1M Sell
32,263
-1,237
-4% -$383K 0.32% 51
2025
Q3
$10.4M Sell
33,500
-7,058
-17% -$2.1M 0.35% 49
2025
Q2
$11.9M Buy
40,558
+13,372
+49% +$3.41M 0.45% 37
2025
Q1
$6.65M Buy
27,186
+907
+3% +$231K 0.42% 41
2024
Q4
$6.3M Sell
26,279
-4,855
-16% -$1.13M 0.35% 39
2024
Q3
$6.98M Sell
31,134
-15,066
-33% -$3.17M 0.38% 45
2024
Q2
$9.59M Sell
46,200
-5,887
-11% -$1.15M 0.53% 32
2024
Q1
$10.4M Buy
+52,087
New +$9.4M 0.61% 33

Other funds holding JPM

Diversify Advisory Services's JPM Position: Q2 2026 in Review

Diversify Advisory Services increased its JPMorgan Chase (JPM) stake by 1,505% in Q2 2026, buying an estimated $21.2M and bringing the position to 72,679 shares worth $25.9M. The position accounts for 0.43% of the portfolio, ranked #42.

Diversify Advisory Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Diversify Advisory Services held 72,679 shares of JPMorgan Chase worth $25.9M as of Q2 2026.
  • Diversify Advisory Services bought 68,151 JPMorgan Chase shares in Q2 2026, an estimated $21.2M.
  • JPMorgan Chase made up 0.43% of Diversify Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Diversify Advisory Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.