Holland Advisory Services’s JPMorgan Chase JPM Stock Holding History

Holland Advisory Services’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	$1.2M	Sell	3,663 -199	-5%	-$61.8K	1.32%	10
2026 Q1	$1.14M	Buy	3,862 +263	+7%	+$79.8K	1.52%	8
2025 Q4	$1.16M	Sell	3,599 -124	-3%	-$38.4K	1.56%	9
2025 Q3	$1.17M	Buy	3,723 +2	+0.1%	+$595	1.61%	9
2025 Q2	$1.08M	Buy	3,721 +2	+0.1%	+$510	1.58%	9
2025 Q1	$912K	Buy	3,719 +2	+0.1%	+$510	1.38%	11
2024 Q4	$891K	Buy	3,717 +124	+3%	+$28.9K	1.16%	11
2024 Q3	$758K	Buy	3,593 +1	+0%	+$211	0.99%	15
2024 Q2	$726K	Buy	3,592 +2	+0.1%	+$391	0.9%	13
2024 Q1	$719K	Buy	3,590 +11	+0.3%	+$1.99K	0.79%	14
2023 Q4	$609K	Buy	3,579 +258	+8%	+$39.1K	0.7%	16
2023 Q3	$482K	Hold	3,321	–	–	0.61%	17
2023 Q2	$483K	Hold	3,321	–	–	0.62%	13
2023 Q1	$433K	Hold	3,321	–	–	0.51%	15
2022 Q4	$445K	Hold	3,321	–	–	0.53%	15
2022 Q3	$347K	Sell	3,321 -334	-9%	-$38.3K	0.43%	20
2022 Q2	$412K	Buy	3,655 +7	+0.2%	+$867	0.49%	21
2022 Q1	$497K	Hold	3,648	–	–	0.58%	23
2021 Q4	$578K	Buy	+3,648	New	+$599K	0.67%	21

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Holland Advisory Services's JPM Position: Q2 2026 in Review

Holland Advisory Services reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $61.8K and leaving 3,663 shares worth $1.2M. The position accounts for 1.32% of the portfolio, ranked #10.

Holland Advisory Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Holland Advisory Services held 3,663 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
Holland Advisory Services sold 199 JPMorgan Chase shares in Q2 2026, an estimated $61.8K.
JPMorgan Chase made up 1.32% of Holland Advisory Services's portfolio in Q2 2026, its #10 holding.
Holland Advisory Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.