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First National Advisers’s JPMorgan Chase JPM Stock Holding History

First National Advisers’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 		$14.5M Sell
44,312
-3,352
-7% -$1.04M 2.04% 8
2026
Q1 		$14M Sell
47,664
-5,722
-11% -$1.74M 2.05% 10
2025
Q4 		$17.2M Sell
53,386
-2,759
-5% -$854K 2.37% 7
2025
Q3 		$17.7M Sell
56,145
-3,499
-6% -$1.04M 2.4% 7
2025
Q2 		$17.3M Buy
59,644
+230
+0.4% +$58.7K 2.53% 6
2025
Q1 		$14.6M Sell
59,414
-3,737
-6% -$953K 2.33% 6
2024
Q4 		$15.1M Sell
63,151
-94
-0.1% -$21.9K 2.45% 7
2024
Q3 		$13.3M Buy
63,245
+1,168
+2% +$246K 2.13% 7
2024
Q2 		$12.6M Buy
62,077
+8,349
+16% +$1.63M 2.29% 6
2024
Q1 		$9.82M Buy
53,728
+12,142
+29% +$2.19M 2.2% 7
2023
Q4 		$7.07M Buy
41,586
+10,774
+35% +$1.63M 2.04% 9
2023
Q3 		$4.47M Buy
30,812
+14,442
+88% +$2.16M 2% 8
2023
Q2 		$2.01M Buy
16,370
+2,881
+21% +$396K 1.86% 8
2023
Q1 		$1.76M Buy
13,489
+752
+6% +$103K 1.99% 6
2022
Q4 		$1.71M Buy
12,737
+1,270
+11% +$161K 2.19% 5
2022
Q3 		$1.2M Buy
11,467
+2,955
+35% +$339K 1.78% 7
2022
Q2 		$959K Buy
+8,512
New +$1.05M 1.99% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First National Advisers's JPM Position: Q2 2026 in Review

First National Advisers reduced its JPMorgan Chase (JPM) stake by 7% in Q2 2026, selling an estimated $1.04M and leaving 44,312 shares worth $14.5M. The position accounts for 2.04% of the portfolio, ranked #8.

First National Advisers first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.7M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First National Advisers held 44,312 shares of JPMorgan Chase worth $14.5M as of Q2 2026.
  • First National Advisers sold 3,352 JPMorgan Chase shares in Q2 2026, an estimated $1.04M.
  • JPMorgan Chase made up 2.04% of First National Advisers's portfolio in Q2 2026, its #8 holding.
  • First National Advisers first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's JPMorgan Chase position peaked at $17.7M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.