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Grey Fox Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Grey Fox Wealth 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 		$1.26M Buy
3,845
+696
+22% +$216K 0.2% 66
2026
Q1 		$926K Buy
3,149
+111
+4% +$33.7K 0.18% 69
2025
Q4 		$979K Sell
3,038
-551
-15% -$171K 0.2% 64
2025
Q3 		$1.13M Sell
3,589
-18
-0.5% -$5.35K 0.23% 60
2025
Q2 		$1.05M Sell
3,607
-12
-0.3% -$3.06K 0.25% 58
2025
Q1 		$888K Buy
3,619
+99
+3% +$25.2K 0.24% 63
2024
Q4 		$844K Buy
3,520
+2
+0.1% +$466 0.23% 65
2024
Q3 		$742K Buy
3,518
+70
+2% +$14.7K 0.21% 68
2024
Q2 		$697K Sell
3,448
-131
-4% -$25.6K 0.25% 61
2024
Q1 		$717K Sell
3,579
-142
-4% -$25.6K 0.27% 56
2023
Q4 		$633K Sell
3,721
-27
-0.7% -$4.09K 0.28% 55
2023
Q3 		$544K Buy
3,748
+55
+1% +$8.24K 0.27% 58
2023
Q2 		$537K Sell
3,693
-2,234
-38% -$307K 0.28% 58
2023
Q1 		$772K Buy
5,927
+193
+3% +$26.4K 0.46% 41
2022
Q4 		$769K Buy
+5,734
New +$727K 0.51% 39

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

Grey Fox Wealth Advisors's JPM Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $216K and bringing the position to 3,845 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #66.

Grey Fox Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Grey Fox Wealth Advisors held 3,845 shares of JPMorgan Chase worth $1.26M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 696 JPMorgan Chase shares in Q2 2026, an estimated $216K.
  • JPMorgan Chase made up 0.2% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Grey Fox Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.