Glass Jacobson Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Glass Jacobson Investment 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	$100K	Sell	307 -700	-70%	-$217K	0.03%	253
2026 Q1	$296K	Buy	1,007 +27	+3%	+$8.19K	0.1%	159
2025 Q4	$316K	Hold	980	–	–	0.11%	151
2025 Q3	$309K	Hold	980	–	–	0.11%	152
2025 Q2	$284K	Buy	980 +758	+341%	+$193K	0.11%	153
2025 Q1	$53.2K	Hold	222	–	–	0.02%	366
2024 Q4	$53.2K	Buy	222 +65	+41%	+$15.1K	0.02%	366
2024 Q3	$33.1K	Hold	157	–	–	0.01%	428
2024 Q2	$31.8K	Sell	157 -465	-75%	-$90.9K	0.01%	414
2024 Q1	$125K	Hold	622	–	–	0.05%	252
2023 Q4	$106K	Sell	622 -2,872	-82%	-$435K	0.04%	260
2023 Q3	$507K	Buy	3,494 +182	+5%	+$27.3K	0.23%	116
2023 Q2	$482K	Buy	+3,312	New	+$456K	0.22%	121
2022 Q4	$445K	Buy	+3,315	New	+$420K	0.22%	126

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Glass Jacobson Investment Advisors's JPM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its JPMorgan Chase (JPM) stake by 70% in Q2 2026, selling an estimated $217K and leaving 307 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #253.

Glass Jacobson Investment Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $507K in Q3 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Glass Jacobson Investment Advisors held 307 shares of JPMorgan Chase worth $100K as of Q2 2026.
Glass Jacobson Investment Advisors sold 700 JPMorgan Chase shares in Q2 2026, an estimated $217K.
JPMorgan Chase made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #253 holding.
Glass Jacobson Investment Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's JPMorgan Chase position peaked at $507K in Q3 2023.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.