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Emerald Advisors’s JPMorgan Chase JPM Stock Holding History

Emerald 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 		$1.53M Buy
4,678
+584
+14% +$181K 0.19% 39
2026
Q1 		$1.2M Buy
4,094
+73
+2% +$22.2K 0.15% 47
2025
Q4 		$1.3M Sell
4,021
-10
-0.2% -$3.1K 0.18% 41
2025
Q3 		$1.27M Buy
4,031
+118
+3% +$35.1K 0.17% 40
2025
Q2 		$1.13M Buy
3,913
+120
+3% +$30.6K 0.15% 37
2025
Q1 		$930K Buy
3,793
+582
+18% +$148K 0.12% 40
2024
Q4 		$770K Buy
3,211
+16
+0.5% +$3.73K 0.11% 48
2024
Q3 		$720K Buy
3,195
+62
+2% +$13.1K 0.1% 50
2024
Q2 		$634K Sell
3,133
-479
-13% -$93.6K 0.1% 50
2024
Q1 		$724K Buy
3,612
+450
+14% +$81.2K 0.13% 47
2023
Q4 		$538K Buy
3,162
+52
+2% +$7.88K 0.1% 48
2023
Q3 		$451K Buy
3,110
+5
+0.2% +$750 0.1% 54
2023
Q2 		$452K Buy
3,105
+103
+3% +$14.2K 0.11% 53
2023
Q1 		$391K Sell
3,002
-110
-4% -$15.1K 0.1% 52
2022
Q4 		$417K Sell
3,112
-563
-15% -$71.3K 0.12% 49
2022
Q3 		$384K Buy
3,675
+20
+0.5% +$2.29K 0.11% 56
2022
Q2 		$412K Sell
3,655
-420
-10% -$52K 0.12% 55
2022
Q1 		$556K Buy
4,075
+106
+3% +$15.6K 0.13% 50
2021
Q4 		$629K Sell
3,969
-134
-3% -$22K 0.15% 40
2021
Q3 		$672K Buy
4,103
+128
+3% +$20.1K 0.19% 40
2021
Q2 		$618K Sell
3,975
-1,990
-33% -$313K 0.19% 40
2021
Q1 		$908K Buy
5,965
+63
+1% +$9.06K 0.33% 30
2020
Q4 		$750K Buy
5,902
+709
+14% +$79.2K 0.26% 31
2020
Q3 		$500K Buy
5,193
+128
+3% +$12.6K 0.19% 37
2020
Q2 		$476K Sell
5,065
-916
-15% -$86.9K 0.21% 38
2020
Q1 		$554K Buy
5,981
+2,600
+77% +$316K 0.25% 33
2019
Q4 		$446K Buy
+3,381
New +$434K 0.42% 33

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

Emerald Advisors's JPM Position: Q2 2026 in Review

Emerald Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $181K and bringing the position to 4,678 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #39.

Emerald Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Emerald Advisors held 4,678 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
  • Emerald Advisors bought 584 JPMorgan Chase shares in Q2 2026, an estimated $181K.
  • JPMorgan Chase made up 0.19% of Emerald Advisors's portfolio in Q2 2026, its #39 holding.
  • Emerald Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.