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Highland Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Highland Financial 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 		$1.6M Buy
4,883
+13
+0.3% +$4.04K 0.35% 28
2026
Q1 		$1.43M Buy
4,870
+211
+5% +$64K 0.38% 28
2025
Q4 		$1.5M Buy
4,659
+61
+1% +$18.9K 0.42% 27
2025
Q3 		$1.45M Buy
4,598
+78
+2% +$23.2K 0.42% 29
2025
Q2 		$1.31M Hold
4,520
– – 0.42% 28
2025
Q1 		$1.11M Sell
4,520
-2,754
-38% -$702K 0.4% 27
2024
Q4 		$1.74M Buy
7,274
+287
+4% +$66.8K 0.6% 23
2024
Q3 		$1.47M Sell
6,987
-69
-1% -$14.5K 0.52% 24
2024
Q2 		$1.43M Buy
7,056
+50
+0.7% +$9.78K 0.53% 24
2024
Q1 		$1.4M Hold
7,006
– – 0.56% 24
2023
Q4 		$1.19M Buy
7,006
+1,142
+19% +$173K 0.52% 26
2023
Q3 		$850K Buy
5,864
+25
+0.4% +$3.75K 0.44% 27
2023
Q2 		$849K Buy
5,839
+1
+0% +$138 0.44% 27
2023
Q1 		$761K Buy
5,838
+2
+0% +$274 0.41% 30
2022
Q4 		$783K Buy
5,836
+36
+0.6% +$4.56K 0.46% 27
2022
Q3 		$606K Sell
5,800
-1,232
-18% -$141K 0.42% 28
2022
Q2 		$792K Buy
+7,032
New +$871K 0.54% 25

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

Highland Financial Advisors's JPM Position: Q2 2026 in Review

Highland Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, buying an estimated $4.04K and bringing the position to 4,883 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #28.

Highland Financial Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.74M in Q4 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Highland Financial Advisors held 4,883 shares of JPMorgan Chase worth $1.6M as of Q2 2026.
  • Highland Financial Advisors bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 0.35% of Highland Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Highland Financial Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Highland Financial Advisors's JPMorgan Chase position peaked at $1.74M in Q4 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.