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Guardian Wealth Advisors (North Carolina)’s JPMorgan Chase JPM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$9.35M Sell
28,569
-23
-0.1% -$7.14K 0.52% 35
2026
Q1 		$8.41M Sell
28,592
-899
-3% -$273K 0.53% 35
2025
Q4 		$9.5M Buy
29,491
+233
+0.8% +$72.1K 0.59% 35
2025
Q3 		$9.23M Buy
29,258
+146
+0.5% +$43.4K 0.6% 35
2025
Q2 		$8.44M Buy
29,112
+1,356
+5% +$346K 0.59% 35
2025
Q1 		$6.81M Buy
27,756
+1,013
+4% +$258K 0.54% 35
2024
Q4 		$6.41M Buy
26,743
+2,552
+11% +$594K 0.51% 38
2024
Q3 		$5.1M Buy
24,191
+9
+0% +$1.9K 0.54% 34
2024
Q2 		$4.89M Buy
24,182
+78
+0.3% +$15.2K 0.57% 32
2024
Q1 		$4.83M Buy
24,104
+80
+0.3% +$14.4K 0.59% 30
2023
Q4 		$4.09M Buy
24,024
+316
+1% +$47.9K 0.62% 30
2023
Q3 		$3.44M Buy
23,708
+167
+0.7% +$25K 0.58% 30
2023
Q2 		$3.42M Buy
23,541
+816
+4% +$112K 0.59% 24
2023
Q1 		$2.96M Buy
22,725
+1,588
+8% +$218K 0.52% 22
2022
Q4 		$2.83M Buy
21,137
+54
+0.3% +$6.84K 0.54% 19
2022
Q3 		$2.2M Buy
21,083
+1,482
+8% +$170K 0.41% 27
2022
Q2 		$2.21M Buy
19,601
+9,569
+95% +$1.19M 0.4% 26
2022
Q1 		$1.37M Buy
10,032
+638
+7% +$94.2K 0.59% 35
2021
Q4 		$1.49M Buy
+9,394
New +$1.54M 0.64% 36

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s JPM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, selling an estimated $7.14K and leaving 28,569 shares worth $9.35M. The position accounts for 0.52% of the portfolio, ranked #35.

Guardian Wealth Advisors (North Carolina) first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.5M in Q4 2025. 5,157 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 28,569 shares of JPMorgan Chase worth $9.35M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
  • JPMorgan Chase made up 0.52% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #35 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s JPMorgan Chase position peaked at $9.5M in Q4 2025.
  • 5,157 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.