Guidance Point Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Hold |
401,007
| – | – | 27.72% | 1 |
|
|
2026
Q1 | $118M | Buy |
401,007
+2
| +0% | +$607 | 27.94% | 1 |
|
|
2025
Q4 | $129M | Sell |
401,005
-139
| -0% | -$43K | 29.96% | 1 |
|
|
2025
Q3 | $127M | Buy |
401,144
+205
| +0.1% | +$61K | 30.51% | 1 |
|
|
2025
Q2 | $116M | Hold |
400,939
| – | – | 29.86% | 1 |
|
|
2025
Q1 | $98.4M | Sell |
400,939
-14
| -0% | -$3.57K | 28.01% | 1 |
|
|
2024
Q4 | $96.1M | Sell |
400,953
-745
| -0.2% | -$174K | 27.02% | 1 |
|
|
2024
Q3 | $84.7M | Sell |
401,698
-45
| -0% | -$9.48K | 24.73% | 1 |
|
|
2024
Q2 | $81.3M | Buy |
401,743
+8
| +0% | +$1.56K | 25.37% | 1 |
|
|
2024
Q1 | $80.5M | Buy |
401,735
+744
| +0.2% | +$134K | 26.25% | 1 |
|
|
2023
Q4 | $68.2M | Buy |
400,991
+195
| +0% | +$29.6K | 25.23% | 1 |
|
|
2023
Q3 | $58.1M | Buy |
400,796
+144
| +0% | +$21.6K | 23.66% | 1 |
|
|
2023
Q2 | $58.3M | Buy |
400,652
+73
| +0% | +$10K | 22.38% | 1 |
|
|
2023
Q1 | $52.2M | Buy |
400,579
+1
| +0% | +$137 | 21.05% | 1 |
|
|
2022
Q4 | $53.7M | Buy |
400,578
+4
| +0% | +$507 | 22.75% | 1 |
|
|
2022
Q3 | $41.9M | Buy |
400,574
+3
| +0% | +$344 | 19.11% | 1 |
|
|
2022
Q2 | $45.1M | Buy |
400,571
+3
| +0% | +$372 | 19.46% | 1 |
|
|
2022
Q1 | $54.6M | Buy |
400,568
+125
| +0% | +$18.5K | 20.68% | 1 |
|
|
2021
Q4 | $63.4M | Sell |
400,443
-101
| -0% | -$16.6K | 22.98% | 1 |
|
|
2021
Q3 | $65.6M | Buy |
400,544
+2
| +0% | +$314 | 23.93% | 1 |
|
|
2021
Q2 | $62.3M | Hold |
400,542
| – | – | 24.19% | 1 |
|
|
2021
Q1 | $61M | Buy |
400,542
+41
| +0% | +$5.9K | 25.28% | 1 |
|
|
2020
Q4 | $50.9M | Buy |
400,501
+30
| +0% | +$3.35K | 23.39% | 1 |
|
|
2020
Q3 | $38.6M | Buy |
400,471
+11
| +0% | +$1.08K | 21.25% | 1 |
|
|
2020
Q2 | $37.7M | Buy |
400,460
+378
| +0.1% | +$35.9K | 20.94% | 1 |
|
|
2020
Q1 | $36M | Hold |
400,082
| – | – | 23.43% | 1 |
|
|
2019
Q4 | $55.8M | Sell |
400,082
-38
| -0% | -$4.87K | 27.24% | 1 |
|
|
2019
Q3 | $47.1M | Sell |
400,120
-57
| -0% | -$6.45K | 25.79% | 1 |
|
|
2019
Q2 | $44.7M | Sell |
400,177
-45
| -0% | -$4.96K | 25.31% | 1 |
|
|
2019
Q1 | $40.5M | Sell |
400,222
-30
| -0% | -$3.09K | 23.91% | 1 |
|
|
2018
Q4 | $39.1M | Buy |
+400,252
| New | +$42.6M | 25.38% | 1 |
|
Other funds holding JPM
Guidance Point Advisors's JPM Position: Q2 2026 in Review
Guidance Point Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 401,007 shares worth $131M. The position accounts for 27.72% of the portfolio, ranked #1.
Guidance Point Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Guidance Point Advisors held 401,007 shares of JPMorgan Chase worth $131M as of Q2 2026.
- Guidance Point Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 27.72% of Guidance Point Advisors's portfolio in Q2 2026, its #1 holding.
- Guidance Point Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.