Guardian Asset Advisors’s JPMorgan Chase JPM Stock Holding History

Guardian Asset 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	$2.02M	Buy	6,156 +1,318	+27%	+$409K	0.93%	27
2026 Q1	$1.42M	Sell	4,838 -470	-9%	-$143K	0.83%	31
2025 Q4	$1.72M	Buy	5,308 +159	+3%	+$49.2K	0.89%	25
2025 Q3	$1.63M	Buy	5,149 +6	+0.1%	+$1.78K	0.88%	25
2025 Q2	$1.49M	Buy	5,143 +246	+5%	+$62.8K	0.86%	30
2025 Q1	$1.2M	Buy	4,897 +69	+1%	+$17.6K	0.78%	32
2024 Q4	$1.16M	Buy	4,828 +167	+4%	+$38.9K	0.74%	33
2024 Q3	$984K	Buy	4,661 +1,344	+41%	+$283K	0.67%	34
2024 Q2	$672K	Buy	3,317 +782	+31%	+$153K	0.49%	38
2024 Q1	$509K	Buy	2,535 +713	+39%	+$129K	0.42%	51
2023 Q4	$310K	Buy	+1,822	New	+$276K	0.29%	68

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Guardian Asset Advisors's JPM Position: Q2 2026 in Review

Guardian Asset Advisors increased its JPMorgan Chase (JPM) stake by 27% in Q2 2026, buying an estimated $409K and bringing the position to 6,156 shares worth $2.02M. The position accounts for 0.93% of the portfolio, ranked #27.

Guardian Asset Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Guardian Asset Advisors held 6,156 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
Guardian Asset Advisors bought 1,318 JPMorgan Chase shares in Q2 2026, an estimated $409K.
JPMorgan Chase made up 0.93% of Guardian Asset Advisors's portfolio in Q2 2026, its #27 holding.
Guardian Asset Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.