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Echo45 Advisors’s JPMorgan Chase JPM Stock Holding History

Echo45 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 		$517K Sell
1,578
-222
-12% -$68.9K 0.27% 43
2026
Q1 		$529K Sell
1,800
-71
-4% -$21.5K 0.3% 43
2025
Q4 		$603K Buy
1,871
+28
+2% +$8.67K 0.34% 42
2025
Q3 		$581K Sell
1,843
-25
-1% -$7.43K 0.34% 32
2025
Q2 		$542K Sell
1,868
-18
-1% -$4.59K 0.34% 32
2025
Q1 		$463K Sell
1,886
-93
-5% -$23.7K 0.31% 34
2024
Q4 		$481K Buy
1,979
+156
+9% +$36.3K 0.32% 32
2024
Q3 		$383K Sell
1,823
-123
-6% -$25.9K 0.25% 34
2024
Q2 		$394K Sell
1,946
-200
-9% -$39.1K 0.28% 30
2024
Q1 		$430K Buy
2,146
+17
+0.8% +$3.07K 0.31% 27
2023
Q4 		$362K Buy
2,129
+376
+21% +$57K 0.28% 29
2023
Q3 		$254K Sell
1,753
-20
-1% -$3K 0.22% 32
2023
Q2 		$258K Sell
1,773
-99
-5% -$13.6K 0.21% 34
2023
Q1 		$244K Buy
1,872
+60
+3% +$8.22K 0.2% 38
2022
Q4 		$243K Sell
1,812
-179
-9% -$22.7K 0.22% 41
2022
Q3 		$208K Sell
1,991
-621
-24% -$71.3K 0.21% 37
2022
Q2 		$294K Sell
2,612
-1,384
-35% -$171K 0.28% 32
2022
Q1 		$545K Sell
3,996
-924
-19% -$136K 0.43% 31
2021
Q4 		$779K Buy
+4,920
New +$808K 0.62% 27

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

Echo45 Advisors's JPM Position: Q2 2026 in Review

Echo45 Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $68.9K and leaving 1,578 shares worth $517K. The position accounts for 0.27% of the portfolio, ranked #43.

Echo45 Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $779K in Q4 2021. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Echo45 Advisors held 1,578 shares of JPMorgan Chase worth $517K as of Q2 2026.
  • Echo45 Advisors sold 222 JPMorgan Chase shares in Q2 2026, an estimated $68.9K.
  • JPMorgan Chase made up 0.27% of Echo45 Advisors's portfolio in Q2 2026, its #43 holding.
  • Echo45 Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Echo45 Advisors's JPMorgan Chase position peaked at $779K in Q4 2021.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.