Financial Advisors Network’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 | $860K | Buy |
2,629
+979
| +59% | +$304K | 0.11% | 87 |
|
|
2026
Q1 | $485K | Sell |
1,650
-131
| -7% | -$39.8K | 0.07% | 111 |
|
|
2025
Q4 | $574K | Buy |
1,781
+29
| +2% | +$8.98K | 0.08% | 102 |
|
|
2025
Q3 | $552K | Sell |
1,752
-79
| -4% | -$23.5K | 0.08% | 105 |
|
|
2025
Q2 | $531K | Sell |
1,831
-56
| -3% | -$14.3K | 0.08% | 100 |
|
|
2025
Q1 | $463K | Sell |
1,887
-59
| -3% | -$15K | 0.08% | 105 |
|
|
2024
Q4 | $466K | Buy |
+1,946
| New | +$453K | 0.08% | 109 |
|
|
2023
Q4 | $308K | Sell |
1,810
-360
| -17% | -$54.6K | 0.06% | 130 |
|
|
2023
Q3 | $315K | Buy |
+2,170
| New | +$325K | 0.07% | 117 |
|
|
2022
Q4 | $299K | Buy |
2,233
+45
| +2% | +$5.7K | 0.08% | 97 |
|
|
2022
Q3 | $229K | Sell |
2,188
-6
| -0.3% | -$689 | 0.07% | 101 |
|
|
2022
Q2 | $247K | Sell |
2,194
-20
| -0.9% | -$2.48K | 0.07% | 101 |
|
|
2022
Q1 | $302K | Buy |
2,214
+90
| +4% | +$13.3K | 0.07% | 98 |
|
|
2021
Q4 | $336K | Sell |
2,124
-73
| -3% | -$12K | 0.08% | 114 |
|
|
2021
Q3 | $367K | Buy |
2,197
+165
| +8% | +$25.9K | 0.08% | 110 |
|
|
2021
Q2 | $316K | Sell |
2,032
-110
| -5% | -$17.3K | 0.09% | 101 |
|
|
2021
Q1 | $326K | Sell |
2,142
-49
| -2% | -$7.05K | 0.11% | 98 |
|
|
2020
Q4 | $278K | Buy |
2,191
+27
| +1% | +$3.02K | 0.1% | 93 |
|
|
2020
Q3 | $208K | Buy |
+2,164
| New | +$213K | 0.08% | 103 |
|
|
2020
Q2 | – | Sell |
-3,033
| Closed | -$273K | – | 110 |
|
|
2020
Q1 | $273K | Sell |
3,033
-342
| -10% | -$41.6K | 0.13% | 80 |
|
|
2019
Q4 | $471K | Sell |
3,375
-772
| -19% | -$99K | 0.22% | 72 |
|
|
2019
Q3 | $488K | Sell |
4,147
-247
| -6% | -$27.9K | 0.25% | 71 |
|
|
2019
Q2 | $475K | Buy |
4,394
+213
| +5% | +$23.5K | 0.26% | 69 |
|
|
2019
Q1 | $443K | Sell |
4,181
-1,703
| -29% | -$175K | 0.26% | 67 |
|
|
2018
Q4 | $574K | Buy |
+5,884
| New | +$627K | 0.36% | 58 |
|
|
2018
Q2 | $504K | Buy |
+4,833
| New | +$530K | 0.3% | 59 |
|
|
2017
Q4 | $367K | Sell |
3,427
-331
| -9% | -$33.5K | 0.25% | 75 |
|
|
2017
Q3 | $359K | Buy |
3,758
+30
| +0.8% | +$2.77K | 0.28% | 67 |
|
|
2017
Q2 | $341K | Sell |
3,728
-345
| -8% | -$29.8K | 0.28% | 64 |
|
|
2017
Q1 | $355K | Sell |
4,073
-127
| -3% | -$11.2K | 0.31% | 59 |
|
|
2016
Q4 | $364K | Buy |
+4,200
| New | +$320K | 0.31% | 53 |
|
Other funds holding JPM
Financial Advisors Network's JPM Position: Q2 2026 in Review
Financial Advisors Network increased its JPMorgan Chase (JPM) stake by 59% in Q2 2026, buying an estimated $304K and bringing the position to 2,629 shares worth $860K. The position accounts for 0.11% of the portfolio, ranked #87.
Financial Advisors Network first reported a position in JPM in Q4 2016 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Financial Advisors Network held 2,629 shares of JPMorgan Chase worth $860K as of Q2 2026.
- Financial Advisors Network bought 979 JPMorgan Chase shares in Q2 2026, an estimated $304K.
- JPMorgan Chase made up 0.11% of Financial Advisors Network's portfolio in Q2 2026, its #87 holding.
- Financial Advisors Network first reported a position in JPMorgan Chase in Q4 2016 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.