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Gradient Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Gradient Capital 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
2023
Q1 		– Sell
-200
Closed -$27 – 140
2022
Q4 		$27 Hold
200
– – ﹤0.01% 134
2022
Q3 		$21K Buy
+200
New +$23K 0.01% 130

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Gradient Capital Advisors's JPM Position: Q2 2026 in Review

Gradient Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $5.9K and bringing the position to 22,691 shares worth $7.43M. The position accounts for 1.72% of the portfolio, ranked #17.

Gradient Capital Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.56M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gradient Capital Advisors held 22,691 shares of JPMorgan Chase worth $7.43M as of Q2 2026.
  • Gradient Capital Advisors bought 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 1.72% of Gradient Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Gradient Capital Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
  • Gradient Capital Advisors's JPMorgan Chase position peaked at $7.56M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.