FLC Capital Advisors’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 | $5.28M | Sell |
16,124
-5
| -0% | -$1.55K | 0.85% | 28 |
|
|
2026
Q1 | $4.74M | Buy |
16,129
+208
| +1% | +$63.1K | 0.85% | 28 |
|
|
2025
Q4 | $5.13M | Hold |
15,921
| – | – | 0.95% | 25 |
|
|
2025
Q3 | $5.02M | Sell |
15,921
-36
| -0.2% | -$10.7K | 0.97% | 26 |
|
|
2025
Q2 | $4.63M | Sell |
15,957
-467
| -3% | -$119K | 0.96% | 25 |
|
|
2025
Q1 | $4.03M | Buy |
16,424
+148
| +0.9% | +$37.7K | 0.9% | 29 |
|
|
2024
Q4 | $3.9M | Sell |
16,276
-2,735
| -14% | -$637K | 0.9% | 29 |
|
|
2024
Q3 | $4.01M | Sell |
19,011
-1,650
| -8% | -$348K | 0.92% | 29 |
|
|
2024
Q2 | $4.18M | Buy |
20,661
+5
| +0% | +$978 | 1.03% | 25 |
|
|
2024
Q1 | $4.14M | Buy |
20,656
+31
| +0.2% | +$5.59K | 1.05% | 24 |
|
|
2023
Q4 | $3.51M | Buy |
20,625
+481
| +2% | +$72.9K | 0.95% | 25 |
|
|
2023
Q3 | $2.92M | Sell |
20,144
-3,058
| -13% | -$458K | 0.89% | 28 |
|
|
2023
Q2 | $3.37M | Sell |
23,202
-102
| -0.4% | -$14K | 0.99% | 25 |
|
|
2023
Q1 | $3.04M | Sell |
23,304
-50
| -0.2% | -$6.85K | 0.93% | 25 |
|
|
2022
Q4 | $3.13M | Sell |
23,354
-283
| -1% | -$35.9K | 0.97% | 27 |
|
|
2022
Q3 | $2.47M | Sell |
23,637
-1,884
| -7% | -$216K | 0.86% | 30 |
|
|
2022
Q2 | $2.87M | Buy |
25,521
+1,213
| +5% | +$150K | 0.96% | 28 |
|
|
2022
Q1 | $3.31M | Buy |
24,308
+1,135
| +5% | +$168K | 0.93% | 29 |
|
|
2021
Q4 | $3.67M | Sell |
23,173
-300
| -1% | -$49.3K | 1.02% | 25 |
|
|
2021
Q3 | $3.84M | Hold |
23,473
| – | – | 1.13% | 24 |
|
|
2021
Q2 | $3.65M | Sell |
23,473
-602
| -3% | -$94.5K | 1.07% | 25 |
|
|
2021
Q1 | $3.67M | Buy |
24,075
+517
| +2% | +$74.4K | 1.15% | 23 |
|
|
2020
Q4 | $2.99M | Buy |
23,558
+217
| +0.9% | +$24.3K | 0.99% | 25 |
|
|
2020
Q3 | $2.34M | Buy |
23,341
+1,154
| +5% | +$113K | 0.86% | 32 |
|
|
2020
Q2 | $2.11M | Buy |
22,187
+2,070
| +10% | +$196K | 0.84% | 32 |
|
|
2020
Q1 | $1.76M | Buy |
20,117
+2,846
| +16% | +$346K | 0.82% | 23 |
|
|
2019
Q4 | $2.41M | Sell |
17,271
-200
| -1% | -$25.7K | 0.96% | 17 |
|
|
2019
Q3 | $2.06M | Sell |
17,471
-903
| -5% | -$102K | 0.87% | 17 |
|
|
2019
Q2 | $2.07M | Buy |
18,374
+1,747
| +11% | +$193K | 0.85% | 19 |
|
|
2019
Q1 | $1.68M | Buy |
16,627
+4,008
| +32% | +$413K | 0.76% | 21 |
|
|
2018
Q4 | $1.23M | Buy |
+12,619
| New | +$1.34M | 0.83% | 22 |
|
Other funds holding JPM
FLC Capital Advisors's JPM Position: Q2 2026 in Review
FLC Capital Advisors reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $1.55K and leaving 16,124 shares worth $5.28M. The position accounts for 0.85% of the portfolio, ranked #28.
FLC Capital Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- FLC Capital Advisors held 16,124 shares of JPMorgan Chase worth $5.28M as of Q2 2026.
- FLC Capital Advisors sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
- JPMorgan Chase made up 0.85% of FLC Capital Advisors's portfolio in Q2 2026, its #28 holding.
- FLC Capital Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.