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Jacobson & Schmitt Advisors’s JPMorgan Chase JPM Stock Holding History

Jacobson & Schmitt 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 		$674K Hold
2,060
– – 0.11% 57
2026
Q1 		$606K Hold
2,060
– – 0.11% 51
2025
Q4 		$664K Sell
2,060
-1,653
-45% -$512K 0.11% 48
2025
Q3 		$1.17M Buy
3,713
+1,698
+84% +$505K 0.2% 48
2025
Q2 		$584K Buy
+2,015
New +$514K 0.1% 52
2025
Q1 		– Sell
-2,015
Closed -$483K – 63
2024
Q4 		$483K Hold
2,015
– – 0.09% 53
2024
Q3 		$425K Sell
2,015
-29
-1% -$6.11K 0.09% 51
2024
Q2 		$413K Buy
+2,044
New +$400K 0.09% 49
2024
Q1 		– Sell
-1,624
Closed -$276K – 59
2023
Q4 		$276K Hold
1,624
– – 0.07% 58
2023
Q3 		$236K Hold
1,624
– – 0.07% 59
2023
Q2 		$236K Hold
1,624
– – 0.07% 59
2023
Q1 		$212K Buy
+1,624
New +$223K 0.06% 62
2022
Q3 		– Sell
-1,889
Closed -$213K – 55
2022
Q2 		$213K Sell
1,889
-434
-19% -$53.8K 0.07% 52
2022
Q1 		$317K Hold
2,323
– – 0.08% 45
2021
Q4 		$368K Buy
2,323
+800
+53% +$131K 0.09% 42
2021
Q3 		$249K Sell
1,523
-41
-3% -$6.43K 0.07% 42
2021
Q2 		$243K Buy
1,564
+195
+14% +$30.6K 0.07% 42
2021
Q1 		$208K Buy
+1,369
New +$197K 0.07% 42
2018
Q3 		– Sell
-3,409
Closed -$355K – 45
2018
Q2 		$355K Hold
3,409
– – 0.24% 38
2018
Q1 		$375K Buy
3,409
+434
+15% +$49.1K 0.25% 36
2017
Q4 		$318K Buy
2,975
+194
+7% +$19.6K 0.21% 38
2017
Q3 		$266K Hold
2,781
– – 0.18% 42
2017
Q2 		$254K Hold
2,781
– – 0.17% 42
2017
Q1 		$244K Buy
+2,781
New +$245K 0.17% 43

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

Jacobson & Schmitt Advisors's JPM Position: Q2 2026 in Review

Jacobson & Schmitt Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,060 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #57.

Jacobson & Schmitt Advisors first reported a position in JPM in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.17M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jacobson & Schmitt Advisors held 2,060 shares of JPMorgan Chase worth $674K as of Q2 2026.
  • Jacobson & Schmitt Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.11% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #57 holding.
  • Jacobson & Schmitt Advisors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 24 quarters since.
  • Jacobson & Schmitt Advisors's JPMorgan Chase position peaked at $1.17M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.