JWCA
JPM icon

J.W. Cole Advisors’s JPMorgan Chase JPM Stock Holding History

J.W. Cole 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 		$37M Sell
113,083
-3,714
-3% -$1.15M 0.64% 21
2026
Q1 		$34.4M Sell
116,797
-971
-0.8% -$295K 1.16% 11
2025
Q4 		$31M Sell
117,768
-3,132
-3% -$970K 0.75% 15
2025
Q3 		$38.1M Buy
120,900
+417
+0.3% +$124K 0.73% 17
2025
Q2 		$34.9M Buy
120,483
+26,531
+28% +$6.77M 0.74% 17
2025
Q1 		$23M Buy
93,952
+36,212
+63% +$9.23M 0.72% 15
2024
Q4 		$13.8M Buy
57,740
+2,180
+4% +$508K 0.56% 27
2024
Q3 		$11.7M Buy
55,560
+5,213
+10% +$1.1M 0.49% 30
2024
Q2 		$10.2M Buy
50,347
+10,709
+27% +$2.09M 0.48% 34
2024
Q1 		$7.93M Buy
39,638
+740
+2% +$134K 0.4% 44
2023
Q4 		$6.62M Buy
38,898
+3,917
+11% +$594K 0.39% 50
2023
Q3 		$5.07M Buy
34,981
+671
+2% +$101K 0.37% 58
2023
Q2 		$4.99M Sell
34,310
-1,238
-3% -$170K 0.36% 58
2023
Q1 		$4.63M Buy
35,548
+2,250
+7% +$308K 0.33% 68
2022
Q4 		$4.47M Buy
33,298
+1,484
+5% +$188K 0.34% 71
2022
Q3 		$3.33M Buy
31,814
+873
+3% +$100K 0.28% 85
2022
Q2 		$3.48M Sell
30,941
-822
-3% -$102K 0.28% 84
2022
Q1 		$4.33M Buy
31,763
+55
+0.2% +$8.12K 0.29% 74
2021
Q4 		$5.02M Buy
31,708
+175
+0.6% +$28.7K 0.33% 65
2021
Q3 		$5.03M Sell
31,533
-3,351
-10% -$525K 0.36% 47
2021
Q2 		$5.43M Buy
34,884
+1,323
+4% +$208K 0.43% 51
2021
Q1 		$5.11M Sell
33,561
-430
-1% -$61.9K 0.49% 38
2020
Q4 		$4.32M Sell
33,991
-51,504
-60% -$5.76M 0.45% 44
2020
Q3 		$8.23M Buy
85,495
+51,560
+152% +$5.06M 0.63% 26
2020
Q2 		$3.19M Buy
33,935
+26,665
+367% +$2.53M 0.48% 55
2020
Q1 		$655K Sell
7,270
-24,935
-77% -$3.03M 1.27% 15
2019
Q4 		$4.49M Buy
+32,205
New +$4.13M 0.57% 38

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

J.W. Cole Advisors's JPM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $1.15M and leaving 113,083 shares worth $37M. The position accounts for 0.64% of the portfolio, ranked #21.

J.W. Cole Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $38.1M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J.W. Cole Advisors held 113,083 shares of JPMorgan Chase worth $37M as of Q2 2026.
  • J.W. Cole Advisors sold 3,714 JPMorgan Chase shares in Q2 2026, an estimated $1.15M.
  • JPMorgan Chase made up 0.64% of J.W. Cole Advisors's portfolio in Q2 2026, its #21 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's JPMorgan Chase position peaked at $38.1M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.