HA
JPM icon

Herold Advisors’s JPMorgan Chase JPM Stock Holding History

Herold 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 		$9.56M Buy
29,211
+309
+1% +$96K 1.89% 8
2026
Q1 		$8.5M Buy
28,902
+85
+0.3% +$25.8K 1.87% 9
2025
Q4 		$9.29M Sell
28,817
-196
-0.7% -$60.7K 2.08% 5
2025
Q3 		$9.15M Buy
29,013
+588
+2% +$175K 2.12% 4
2025
Q2 		$8.24M Sell
28,425
-1,971
-6% -$503K 1.73% 7
2025
Q1 		$7.46M Buy
30,396
+160
+0.5% +$40.8K 1.64% 10
2024
Q4 		$7.25M Sell
30,236
-1,191
-4% -$277K 1.58% 8
2024
Q3 		$6.63M Sell
31,427
-547
-2% -$115K 1.44% 11
2024
Q2 		$6.47M Buy
31,974
+2,464
+8% +$482K 1.5% 11
2024
Q1 		$5.91M Sell
29,510
-5,459
-16% -$985K 1.43% 11
2023
Q4 		$5.95M Sell
34,969
-327
-0.9% -$49.6K 1.65% 10
2023
Q3 		$5.12M Buy
35,296
+2,348
+7% +$352K 1.56% 11
2023
Q2 		$4.79M Buy
32,948
+615
+2% +$84.6K 1.47% 9
2023
Q1 		$4.21M Buy
32,333
+2,542
+9% +$348K 1.46% 10
2022
Q4 		$4M Buy
29,791
+59
+0.2% +$7.48K 1.69% 6
2022
Q3 		$3.11M Buy
29,732
+679
+2% +$77.9K 1.49% 7
2022
Q2 		$3.27M Buy
29,053
+1,060
+4% +$131K 1.46% 8
2022
Q1 		$3.82M Buy
27,993
+1,425
+5% +$210K 1.36% 9
2021
Q4 		$4.21M Buy
26,568
+303
+1% +$49.8K 1.63% 8
2021
Q3 		$4.3M Buy
+26,265
New +$4.12M 1.67% 7

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 $3.37T AUM 44.26% 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

Herold Advisors's JPM Position: Q2 2026 in Review

Herold Advisors increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $96K and bringing the position to 29,211 shares worth $9.56M. The position accounts for 1.89% of the portfolio, ranked #8.

Herold Advisors first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Herold Advisors held 29,211 shares of JPMorgan Chase worth $9.56M as of Q2 2026.
  • Herold Advisors bought 309 JPMorgan Chase shares in Q2 2026, an estimated $96K.
  • JPMorgan Chase made up 1.89% of Herold Advisors's portfolio in Q2 2026, its #8 holding.
  • Herold Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.