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Golden Road Advisors’s JPMorgan Chase JPM Stock Holding History

Golden Road 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 		$615K Buy
1,880
+128
+7% +$39.8K 0.3% 35
2026
Q1 		$515K Buy
1,752
+156
+10% +$47.3K 0.3% 33
2025
Q4 		$514K Sell
1,596
-718
-31% -$222K 0.29% 29
2025
Q3 		$730K Buy
2,314
+973
+73% +$289K 0.42% 23
2025
Q2 		$389K Buy
1,341
+66
+5% +$16.8K 0.26% 30
2025
Q1 		$313K Sell
1,275
-17
-1% -$4.33K 0.24% 30
2024
Q4 		$310K Sell
1,292
-6
-0.5% -$1.4K 0.23% 31
2024
Q3 		$274K Sell
1,298
-4
-0.3% -$843 0.21% 34
2024
Q2 		$270K Sell
1,302
-2
-0.2% -$391 0.22% 33
2024
Q1 		$261K Sell
1,304
-55
-4% -$9.92K 0.22% 33
2023
Q4 		$231K Buy
+1,359
New +$206K 0.22% 32

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

Golden Road Advisors's JPM Position: Q2 2026 in Review

Golden Road Advisors increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,880 shares worth $615K. The position accounts for 0.3% of the portfolio, ranked #35.

Golden Road Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $730K in Q3 2025. 5,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Golden Road Advisors held 1,880 shares of JPMorgan Chase worth $615K as of Q2 2026.
  • Golden Road Advisors bought 128 JPMorgan Chase shares in Q2 2026, an estimated $39.8K.
  • JPMorgan Chase made up 0.3% of Golden Road Advisors's portfolio in Q2 2026, its #35 holding.
  • Golden Road Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Golden Road Advisors's JPMorgan Chase position peaked at $730K in Q3 2025.
  • 5,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.