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Fund Advisors of America Inc’s JPMorgan Chase JPM Stock Holding History

Fund Advisors of America Inc’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 		$269K Sell
823
-329
-29% -$102K 0.24% 91
2026
Q1 		$339K Sell
1,152
-514
-31% -$156K 0.34% 73
2025
Q4 		$537K Buy
+1,666
New +$516K 0.49% 61

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fund Advisors of America Inc's JPM Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its JPMorgan Chase (JPM) stake by 29% in Q2 2026, selling an estimated $102K and leaving 823 shares worth $269K. The position accounts for 0.24% of the portfolio, ranked #91.

Fund Advisors of America Inc first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fund Advisors of America Inc held 823 shares of JPMorgan Chase worth $269K as of Q2 2026.
  • Fund Advisors of America Inc sold 329 JPMorgan Chase shares in Q2 2026, an estimated $102K.
  • JPMorgan Chase made up 0.24% of Fund Advisors of America Inc's portfolio in Q2 2026, its #91 holding.
  • Fund Advisors of America Inc first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's JPMorgan Chase position peaked at $537K in Q4 2025.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.