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Joel Adams & Associates’s JPMorgan Chase JPM Stock Holding History

Joel Adams & Associates’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 		$622K Hold
1,899
– – 0.4% 36
2026
Q1 		$559K Hold
1,899
– – 0.41% 36
2025
Q4 		$612K Hold
1,899
– – 0.46% 34
2025
Q3 		$599K Hold
1,899
– – 0.48% 35
2025
Q2 		$551K Sell
1,899
-66
-3% -$16.8K 0.49% 33
2025
Q1 		$482K Hold
1,965
– – 0.43% 31
2024
Q4 		$471K Buy
+1,965
New +$458K 0.43% 33

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Joel Adams & Associates's JPM Position: Q2 2026 in Review

Joel Adams & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,899 shares worth $622K. The position accounts for 0.4% of the portfolio, ranked #36.

Joel Adams & Associates first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Joel Adams & Associates held 1,899 shares of JPMorgan Chase worth $622K as of Q2 2026.
  • Joel Adams & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.4% of Joel Adams & Associates's portfolio in Q2 2026, its #36 holding.
  • Joel Adams & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.