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Forty-three Eighteen Advisors’s JPMorgan Chase JPM Stock Holding History

Forty-three Eighteen 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 		$2.43M Sell
7,437
-11,424
-61% -$3.55M 1.64% 18
2026
Q1 		$5.55M Sell
18,861
-23
-0.1% -$6.98K 4.18% 6
2025
Q4 		$6.08M Buy
+18,884
New +$5.85M 4.73% 5

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

Forty-three Eighteen Advisors's JPM Position: Q2 2026 in Review

Forty-three Eighteen Advisors reduced its JPMorgan Chase (JPM) stake by 61% in Q2 2026, selling an estimated $3.55M and leaving 7,437 shares worth $2.43M. The position accounts for 1.64% of the portfolio, ranked #18.

Forty-three Eighteen Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.08M in Q4 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forty-three Eighteen Advisors held 7,437 shares of JPMorgan Chase worth $2.43M as of Q2 2026.
  • Forty-three Eighteen Advisors sold 11,424 JPMorgan Chase shares in Q2 2026, an estimated $3.55M.
  • JPMorgan Chase made up 1.64% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #18 holding.
  • Forty-three Eighteen Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Forty-three Eighteen Advisors's JPMorgan Chase position peaked at $6.08M in Q4 2025.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.