Highland Investment Advisors LLC’s JPMorgan Chase JPM Stock Holding History

Highland Investment Advisors LLC’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	$344K	Buy	+1,051	New	+$326K	0.15%	54

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Highland Investment Advisors LLC's JPM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,051 shares worth $344K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings.

4,438 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Highland Investment Advisors LLC held 1,051 shares of JPMorgan Chase worth $344K as of Q2 2026.
JPMorgan Chase was a new Highland Investment Advisors LLC position in Q2 2026.
JPMorgan Chase made up 0.15% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #54 holding.
4,438 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.