Financial Advisory Corporation’s JPMorgan Chase JPM Stock Holding History

Financial Advisory Corporation’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	$253K	Buy	772 +7	+0.9%	+$2.17K	0.03%	47
2026 Q1	$225K	Sell	765 -414	-35%	-$126K	0.03%	46
2025 Q4	$380K	Buy	1,179 +1	+0.1%	+$310	0.06%	37
2025 Q3	$372K	Buy	1,178 +1	+0.1%	+$297	0.05%	36
2025 Q2	$341K	Buy	1,177 +2	+0.2%	+$510	0.05%	37
2025 Q1	$288K	Buy	1,175 +1	+0.1%	+$255	0.05%	37
2024 Q4	$282K	Buy	+1,174	New	+$273K	0.05%	34

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Advisory Corporation's JPM Position: Q2 2026 in Review

Financial Advisory Corporation increased its JPMorgan Chase (JPM) stake by 0.92% in Q2 2026, buying an estimated $2.17K and bringing the position to 772 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #47.

Financial Advisory Corporation first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Financial Advisory Corporation held 772 shares of JPMorgan Chase worth $253K as of Q2 2026.
Financial Advisory Corporation bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.03% of Financial Advisory Corporation's portfolio in Q2 2026, its #47 holding.
Financial Advisory Corporation first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Financial Advisory Corporation's JPMorgan Chase position peaked at $380K in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.