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Garton & Associates Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Garton & Associates 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 		– Sell
-1,886
Closed -$555K – 42
2026
Q1 		$555K Sell
1,886
-5,573
-75% -$1.69M 0.45% 56
2025
Q4 		$2.4M Buy
+7,459
New +$2.31M 1.35% 16

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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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

Garton & Associates Financial Advisors's JPM Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,886 shares — an estimated $555K sold.

Garton & Associates Financial Advisors first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $2.4M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,886 JPMorgan Chase shares in Q2 2026, an estimated $555K.
  • Garton & Associates Financial Advisors first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's JPMorgan Chase position peaked at $2.4M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.