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E&G Advisors’s JPMorgan Chase JPM Stock Holding History

E&G 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 		$9.58M Sell
29,344
-57
-0.2% -$17.7K 1.85% 11
2026
Q1 		$8.63M Sell
29,401
-879
-3% -$267K 1.92% 10
2025
Q4 		$9.73M Sell
30,280
-893
-3% -$276K 2.18% 8
2025
Q3 		$9.81M Buy
31,173
+157
+0.5% +$46.7K 2.28% 7
2025
Q2 		$8.97M Sell
31,016
-797
-3% -$203K 2.33% 7
2025
Q1 		$7.79M Sell
31,813
-385
-1% -$98.2K 2.2% 6
2024
Q4 		$7.71M Sell
32,198
-240
-0.7% -$55.9K 2.09% 7
2024
Q3 		$6.83M Buy
32,438
+100
+0.3% +$21.1K 1.89% 9
2024
Q2 		$6.53M Buy
32,338
+376
+1% +$73.5K 1.92% 9
2024
Q1 		$6.4M Buy
31,962
+614
+2% +$111K 2.01% 7
2023
Q4 		$5.33M Sell
31,348
-1,049
-3% -$159K 1.89% 8
2023
Q3 		$4.7M Sell
32,397
-130
-0.4% -$19.5K 1.72% 8
2023
Q2 		$4.73M Sell
32,527
-500
-2% -$68.8K 1.65% 9
2023
Q1 		$4.3M Sell
33,027
-299
-0.9% -$41K 1.59% 9
2022
Q4 		$4.47M Sell
33,326
-650
-2% -$82.4K 1.68% 10
2022
Q3 		$3.55M Sell
33,976
-676
-2% -$77.6K 1.31% 12
2022
Q2 		$3.9M Buy
34,652
+350
+1% +$43.4K 1.32% 11
2022
Q1 		$4.68M Sell
34,302
-700
-2% -$103K 1.28% 14
2021
Q4 		$5.54M Sell
35,002
-150
-0.4% -$24.6K 1.38% 14
2021
Q3 		$5.75M Buy
+35,152
New +$5.51M 1.56% 13
2021
Q2 		– Sell
-35,312
Closed -$5.55M – 13
2021
Q1 		$5.38M Buy
35,312
+249
+0.7% +$35.8K 1.58% 11
2020
Q4 		$4.46M Sell
35,063
-350
-1% -$39.1K 1.38% 14
2020
Q3 		$3.41M Buy
35,413
+503
+1% +$49.4K 1.17% 15
2020
Q2 		$3.28M Buy
34,910
+1,545
+5% +$147K 1.27% 14
2020
Q1 		$3M Sell
33,365
-6,190
-16% -$752K 1.48% 12
2019
Q4 		$5.51M Sell
39,555
-1,400
-3% -$180K 2.05% 7
2019
Q3 		$4.82M Sell
40,955
-2,598
-6% -$294K 1.93% 7
2019
Q2 		$4.87M Buy
43,553
+1
+0% +$110 2.08% 7
2019
Q1 		$4.41M Sell
43,552
-1,723
-4% -$178K 1.94% 6
2018
Q4 		$4.42M Buy
45,275
+1,475
+3% +$157K 2% 6
2018
Q3 		$4.94M Buy
43,800
+1,627
+4% +$185K 1.88% 6
2018
Q2 		$4.39M Buy
42,173
+1,401
+3% +$154K 1.84% 6
2018
Q1 		$4.48M Sell
40,772
-3,199
-7% -$362K 1.93% 6
2017
Q4 		$4.7M Sell
43,971
-5,475
-11% -$554K 1.98% 6
2017
Q3 		$4.72M Sell
49,446
-89
-0.2% -$8.21K 2.13% 6
2017
Q2 		$4.53M Sell
49,535
-1,000
-2% -$86.3K 2.18% 6
2017
Q1 		$4.44M Buy
50,535
+2,800
+6% +$247K 2.28% 6
2016
Q4 		$4.12M Sell
47,735
-7,725
-14% -$589K 2.44% 6
2016
Q3 		$3.69M Sell
55,460
-1,200
-2% -$78.2K 2.17% 7
2016
Q2 		$3.52M Buy
56,660
+1,051
+2% +$65.6K 2.14% 8
2016
Q1 		$3.29M Buy
55,609
+481
+0.9% +$28.1K 2.15% 10
2015
Q4 		$3.64M Buy
55,128
+4,550
+9% +$296K 2.18% 13
2015
Q3 		$3.08M Buy
50,578
+7,675
+18% +$503K 1.96% 13
2015
Q2 		$2.91M Buy
42,903
+5,800
+16% +$379K 1.7% 15
2015
Q1 		$2.25M Buy
37,103
+1,900
+5% +$113K 1.33% 19
2014
Q4 		$2.2M Sell
35,203
-5,200
-13% -$313K 1.43% 16
2014
Q3 		$2.43M Buy
40,403
+125
+0.3% +$7.31K 1.56% 16
2014
Q2 		$2.32M Buy
40,278
+3,000
+8% +$169K 1.5% 18
2014
Q1 		$2.26M Buy
37,278
+9,197
+33% +$532K 1.78% 11
2013
Q4 		$1.64M Buy
+28,081
New +$1.54M 1.54% 18

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

E&G Advisors's JPM Position: Q2 2026 in Review

E&G Advisors reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $17.7K and leaving 29,344 shares worth $9.58M. The position accounts for 1.85% of the portfolio, ranked #11.

E&G Advisors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.81M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • E&G Advisors held 29,344 shares of JPMorgan Chase worth $9.58M as of Q2 2026.
  • E&G Advisors sold 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Chase made up 1.85% of E&G Advisors's portfolio in Q2 2026, its #11 holding.
  • E&G Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • E&G Advisors's JPMorgan Chase position peaked at $9.81M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.