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JNBA Financial Advisors’s JPMorgan Chase JPM Stock Holding History

JNBA 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 		$2.81M Buy
8,578
+20
+0.2% +$6.21K 0.21% 59
2026
Q1 		$2.52M Buy
8,558
+18
+0.2% +$5.46K 0.21% 60
2025
Q4 		$2.75M Buy
8,540
+89
+1% +$27.6K 0.24% 55
2025
Q3 		$2.67M Sell
8,451
-134
-2% -$39.9K 0.24% 53
2025
Q2 		$2.49M Sell
8,585
-41
-0.5% -$10.5K 0.24% 56
2025
Q1 		$2.12M Sell
8,626
-3
-0% -$765 0.22% 56
2024
Q4 		$2.07M Buy
8,629
+86
+1% +$20K 0.21% 56
2024
Q3 		$1.8M Sell
8,543
-1,254
-13% -$264K 0.18% 61
2024
Q2 		$1.98M Sell
9,797
-606
-6% -$118K 0.21% 65
2024
Q1 		$2.08M Sell
10,403
-359
-3% -$64.8K 0.22% 62
2023
Q4 		$1.83M Sell
10,762
-541
-5% -$82K 0.21% 71
2023
Q3 		$1.64M Buy
11,303
+246
+2% +$36.9K 0.2% 72
2023
Q2 		$1.61M Buy
11,057
+117
+1% +$16.1K 0.19% 73
2023
Q1 		$1.43M Buy
10,940
+88
+0.8% +$12.1K 0.19% 80
2022
Q4 		$1.46M Hold
10,852
– – 0.2% 76
2022
Q3 		$1.13M Sell
10,852
-42
-0.4% -$4.82K 0.18% 81
2022
Q2 		$1.23M Sell
10,894
-175
-2% -$21.7K 0.19% 79
2022
Q1 		$1.51M Sell
11,069
-192
-2% -$28.3K 0.2% 75
2021
Q4 		$1.78M Buy
11,261
+297
+3% +$48.8K 0.22% 70
2021
Q3 		$1.79M Buy
10,964
+20
+0.2% +$3.14K 0.24% 68
2021
Q2 		$1.7M Buy
10,944
+322
+3% +$50.6K 0.23% 68
2021
Q1 		$1.62M Buy
10,622
+411
+4% +$59.1K 0.23% 67
2020
Q4 		$1.3M Sell
10,211
-4,317
-30% -$483K 0.21% 71
2020
Q3 		$1.4M Buy
14,528
+500
+4% +$49.1K 0.28% 62
2020
Q2 		$1.32M Sell
14,028
-83
-0.6% -$7.88K 0.28% 61
2020
Q1 		$1.27M Buy
14,111
+618
+5% +$75.1K 0.31% 53
2019
Q4 		$1.88M Sell
13,493
-85
-0.6% -$10.9K 0.36% 49
2019
Q3 		$1.6M Buy
13,578
+677
+5% +$76.6K 0.33% 51
2019
Q2 		$1.44M Buy
12,901
+106
+0.8% +$11.7K 0.29% 49
2019
Q1 		$1.29M Buy
12,795
+1,955
+18% +$201K 0.28% 46
2018
Q4 		$1.06M Buy
10,840
+7,519
+226% +$801K 0.24% 52
2018
Q3 		$375K Sell
3,321
-7,369
-69% -$837K 0.17% 90
2018
Q2 		$1.11M Hold
10,690
– – 0.24% 48
2018
Q1 		$1.18M Buy
10,690
+544
+5% +$61.6K 0.25% 49
2017
Q4 		$1.08M Sell
10,146
-570
-5% -$57.7K 0.23% 48
2017
Q3 		$1.02M Buy
10,716
+220
+2% +$20.3K 0.23% 48
2017
Q2 		$959K Buy
10,496
+67
+0.6% +$5.78K 0.22% 46
2017
Q1 		$916K Sell
10,429
-915
-8% -$80.7K 0.22% 47
2016
Q4 		$979K Sell
11,344
-3,706
-25% -$283K 0.24% 44
2016
Q3 		$1M Buy
15,050
+3,664
+32% +$239K 0.15% 48
2016
Q2 		$708K Buy
11,386
+5,130
+82% +$320K 0.2% 51
2016
Q1 		$371K Hold
6,256
– – 0.13% 71
2015
Q4 		$413K Hold
6,256
– – 0.16% 66
2015
Q3 		$381K Buy
6,256
+2,450
+64% +$160K 0.16% 61
2015
Q2 		$258K Hold
3,806
– – 0.1% 85
2015
Q1 		$231K Sell
3,806
-136
-3% -$8.05K 0.09% 91
2014
Q4 		$247K Hold
3,942
– – 0.1% 87
2014
Q3 		$237K Buy
3,942
+887
+29% +$51.9K 0.11% 85
2014
Q2 		$176K Buy
3,055
+127
+4% +$7.14K 0.09% 99
2014
Q1 		$178K Hold
2,928
– – 0.09% 93
2013
Q4 		$171K Buy
2,928
+1,500
+105% +$82.2K 0.09% 90
2013
Q3 		$74K Buy
1,428
+975
+215% +$52.3K 0.05% 134
2013
Q2 		$24K Buy
+453
New +$23K 0.02% 190

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

JNBA Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.23% in Q2 2026, buying an estimated $6.21K and bringing the position to 8,578 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #59.

JNBA Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JNBA Financial Advisors held 8,578 shares of JPMorgan Chase worth $2.81M as of Q2 2026.
  • JNBA Financial Advisors bought 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
  • JPMorgan Chase made up 0.21% of JNBA Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • JNBA Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.