Global Assets Advisory’s JPMorgan Chase JPM Stock Holding History

Global Assets Advisory’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	$1.43M	Sell	4,290 -9,842	-70%	-$3.06M	0.31%	82
2026 Q1	$1.84M	Buy	14,132 +11,182	+379%	+$3.39M	0.53%	41
2025 Q4	$951K	Sell	2,950 -56	-2%	-$17.3K	0.27%	82
2025 Q3	$948K	Buy	3,006 +3	+0.1%	+$892	0.28%	88
2025 Q2	$872K	Buy	3,003 +810	+37%	+$207K	0.34%	73
2025 Q1	$508K	Sell	2,193 -1,084	-33%	-$276K	0.1%	163
2024 Q4	$786K	Sell	3,277 -560	-15%	-$130K	0.43%	60
2024 Q3	$794K	Buy	+3,837	New	+$808K	0.43%	59
2024 Q2	–	Sell	-779	Closed	-$155K	–	304
2024 Q1	$155K	Buy	+779	New	+$141K	0.09%	151

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

Global Assets Advisory's JPM Position: Q2 2026 in Review

Global Assets Advisory reduced its JPMorgan Chase (JPM) stake by 70% in Q2 2026, selling an estimated $3.06M and leaving 4,290 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #82.

Global Assets Advisory first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q1 2026. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Global Assets Advisory held 4,290 shares of JPMorgan Chase worth $1.43M as of Q2 2026.
Global Assets Advisory sold 9,842 JPMorgan Chase shares in Q2 2026, an estimated $3.06M.
JPMorgan Chase made up 0.31% of Global Assets Advisory's portfolio in Q2 2026, its #82 holding.
Global Assets Advisory first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Global Assets Advisory's JPMorgan Chase position peaked at $1.84M in Q1 2026.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.