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Goldstein Advisors’s JPMorgan Chase JPM Stock Holding History

Goldstein 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 		$1.48M Buy
4,518
+295
+7% +$91.6K 0.14% 67
2026
Q1 		$1.24M Buy
4,223
+124
+3% +$37.6K 0.14% 62
2025
Q4 		$1.32M Sell
4,099
-57
-1% -$17.6K 0.15% 57
2025
Q3 		$1.31M Buy
4,156
+55
+1% +$16.4K 0.16% 58
2025
Q2 		$1.19M Sell
4,101
-12
-0.3% -$3.06K 0.16% 54
2025
Q1 		$1.01M Sell
4,113
-331
-7% -$84.4K 0.15% 57
2024
Q4 		$1.07M Sell
4,444
-87
-2% -$20.3K 0.15% 53
2024
Q3 		$955K Buy
4,531
+350
+8% +$73.7K 0.15% 57
2024
Q2 		$846K Buy
4,181
+164
+4% +$32.1K 0.14% 55
2024
Q1 		$805K Buy
4,017
+88
+2% +$15.9K 0.14% 57
2023
Q4 		$668K Buy
3,929
+7
+0.2% +$1.06K 0.11% 88
2023
Q3 		$569K Sell
3,922
-524
-12% -$78.5K 0.12% 68
2023
Q2 		$647K Buy
4,446
+13
+0.3% +$1.79K 0.14% 61
2023
Q1 		$578K Buy
4,433
+562
+15% +$77K 0.13% 67
2022
Q4 		$519K Buy
+3,871
New +$490K 0.13% 72

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

Goldstein Advisors's JPM Position: Q2 2026 in Review

Goldstein Advisors increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $91.6K and bringing the position to 4,518 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #67.

Goldstein Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Goldstein Advisors held 4,518 shares of JPMorgan Chase worth $1.48M as of Q2 2026.
  • Goldstein Advisors bought 295 JPMorgan Chase shares in Q2 2026, an estimated $91.6K.
  • JPMorgan Chase made up 0.14% of Goldstein Advisors's portfolio in Q2 2026, its #67 holding.
  • Goldstein Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.