Fort Sheridan 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 | $30.5M | Sell |
93,228
-94
| -0.1% | -$29.2K | 3.29% | 6 |
|
|
2026
Q1 | $27.5M | Buy |
93,322
+897
| +1% | +$272K | 3.32% | 6 |
|
|
2025
Q4 | $29.8M | Sell |
92,425
-91
| -0.1% | -$28.2K | 3.78% | 5 |
|
|
2025
Q3 | $29.2M | Sell |
92,516
-672
| -0.7% | -$200K | 3.82% | 5 |
|
|
2025
Q2 | $27M | Sell |
93,188
-656
| -0.7% | -$167K | 3.85% | 5 |
|
|
2025
Q1 | $23M | Sell |
93,844
-2,937
| -3% | -$749K | 3.49% | 6 |
|
|
2024
Q4 | $23.2M | Buy |
96,781
+897
| +0.9% | +$209K | 3.39% | 6 |
|
|
2024
Q3 | $20.2M | Buy |
95,884
+1,394
| +1% | +$294K | 3.07% | 6 |
|
|
2024
Q2 | $19.1M | Buy |
94,490
+9,644
| +11% | +$1.89M | 3.09% | 6 |
|
|
2024
Q1 | $17M | Buy |
84,846
+1,407
| +2% | +$254K | 3.2% | 6 |
|
|
2023
Q4 | $14.2M | Buy |
83,439
+2,701
| +3% | +$409K | 2.83% | 6 |
|
|
2023
Q3 | $11.7M | Buy |
80,738
+3,976
| +5% | +$596K | 2.66% | 6 |
|
|
2023
Q2 | $11.2M | Buy |
76,762
+768
| +1% | +$106K | 2.55% | 7 |
|
|
2023
Q1 | $9.9M | Buy |
75,994
+10,938
| +17% | +$1.5M | 2.51% | 7 |
|
|
2022
Q4 | $8.72M | Buy |
65,056
+78
| +0.1% | +$9.88K | 2.84% | 7 |
|
|
2022
Q3 | $6.79M | Buy |
64,978
+5,784
| +10% | +$664K | 2.29% | 9 |
|
|
2022
Q2 | $6.67M | Buy |
59,194
+4,569
| +8% | +$566K | 2.17% | 9 |
|
|
2022
Q1 | $7.45M | Sell |
54,625
-320
| -0.6% | -$47.2K | 2.18% | 10 |
|
|
2021
Q4 | $8.7M | Sell |
54,945
-75
| -0.1% | -$12.3K | 2.51% | 7 |
|
|
2021
Q3 | $9.01M | Buy |
55,020
+1,516
| +3% | +$238K | 2.95% | 6 |
|
|
2021
Q2 | $8.32M | Buy |
53,504
+7,537
| +16% | +$1.18M | 2.78% | 6 |
|
|
2021
Q1 | $7M | Buy |
45,967
+2,217
| +5% | +$319K | 2.78% | 7 |
|
|
2020
Q4 | $5.56M | Buy |
43,750
+2,228
| +5% | +$249K | 2.71% | 9 |
|
|
2020
Q3 | $4M | Buy |
41,522
+1,691
| +4% | +$166K | 2.37% | 9 |
|
|
2020
Q2 | $3.75M | Buy |
39,831
+379
| +1% | +$36K | 2.3% | 11 |
|
|
2020
Q1 | $3.55M | Buy |
39,452
+2,172
| +6% | +$264K | 2.62% | 8 |
|
|
2019
Q4 | $5.2M | Buy |
37,280
+1,122
| +3% | +$144K | 2.79% | 8 |
|
|
2019
Q3 | $4.25M | Sell |
36,158
-950
| -3% | -$107K | 2.38% | 9 |
|
|
2019
Q2 | $4.15M | Buy |
37,108
+3,636
| +11% | +$401K | 2.4% | 9 |
|
|
2019
Q1 | $3.39M | Buy |
33,472
+2,350
| +8% | +$242K | 2.22% | 9 |
|
|
2018
Q4 | $3.04M | Buy |
+31,122
| New | +$3.32M | 2.15% | 10 |
|
Other funds holding JPM
Fort Sheridan Advisors's JPM Position: Q2 2026 in Review
Fort Sheridan Advisors reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $29.2K and leaving 93,228 shares worth $30.5M. The position accounts for 3.29% of the portfolio, ranked #6.
Fort Sheridan Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Fort Sheridan Advisors held 93,228 shares of JPMorgan Chase worth $30.5M as of Q2 2026.
- Fort Sheridan Advisors sold 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
- JPMorgan Chase made up 3.29% of Fort Sheridan Advisors's portfolio in Q2 2026, its #6 holding.
- Fort Sheridan Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.