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Florida Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Florida Financial 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 		$2.58M Buy
7,877
+1,043
+15% +$324K 0.44% 64
2026
Q1 		$2.01M Sell
6,834
-9,603
-58% -$2.91M 0.48% 59
2025
Q4 		$5.29M Buy
16,437
+2,755
+20% +$853K 1.44% 15
2025
Q3 		$4.32M Buy
13,682
+2,579
+23% +$767K 1.33% 15
2025
Q2 		$3.22M Buy
11,103
+1,240
+13% +$316K 1.07% 21
2025
Q1 		$2.42M Buy
9,863
+3,792
+62% +$967K 0.95% 22
2024
Q4 		$1.46M Sell
6,071
-194
-3% -$45.2K 0.65% 30
2024
Q3 		$1.32M Buy
6,265
+1,465
+31% +$309K 0.68% 29
2024
Q2 		$971K Buy
4,800
+667
+16% +$130K 0.58% 34
2024
Q1 		$828K Buy
4,133
+289
+8% +$52.1K 0.61% 29
2023
Q4 		$654K Buy
+3,844
New +$583K 0.61% 33

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

Florida Financial Advisors's JPM Position: Q2 2026 in Review

Florida Financial Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $324K and bringing the position to 7,877 shares worth $2.58M. The position accounts for 0.44% of the portfolio, ranked #64.

Florida Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.29M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Florida Financial Advisors held 7,877 shares of JPMorgan Chase worth $2.58M as of Q2 2026.
  • Florida Financial Advisors bought 1,043 JPMorgan Chase shares in Q2 2026, an estimated $324K.
  • JPMorgan Chase made up 0.44% of Florida Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Florida Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's JPMorgan Chase position peaked at $5.29M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.