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Journey Advisory Group’s JPMorgan Chase JPM Stock Holding History

Journey Advisory Group’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 		$23.5M Buy
71,743
+415
+0.6% +$129K 1.79% 10
2026
Q1 		$21M Sell
71,328
-2,212
-3% -$671K 1.79% 10
2025
Q4 		$23.7M Sell
73,540
-2,178
-3% -$674K 1.99% 10
2025
Q3 		$23.9M Buy
75,718
+800
+1% +$238K 1.77% 10
2025
Q2 		$21.7M Buy
74,918
+1,691
+2% +$432K 1.69% 10
2025
Q1 		$18M Buy
73,227
+2,050
+3% +$523K 1.47% 12
2024
Q4 		$14.4M Hold
71,177
– – 1.72% 13
2024
Q3 		$14.4M Sell
71,177
-252
-0.4% -$53.1K 1.72% 13
2024
Q2 		$14.4M Buy
71,429
+982
+1% +$192K 1.73% 13
2024
Q1 		$14.1M Buy
70,447
+253
+0.4% +$45.7K 1.74% 13
2023
Q4 		$11.9M Sell
70,194
-1,058
-1% -$160K 1.62% 15
2023
Q3 		$10.3M Buy
71,252
+1,651
+2% +$247K 1.54% 15
2023
Q2 		$10.1M Buy
69,601
+2,035
+3% +$280K 1.51% 15
2023
Q1 		$8.8M Buy
67,566
+4,879
+8% +$668K 1.38% 19
2022
Q4 		$8.41M Buy
62,687
+12,687
+25% +$1.61M 2.09% 8
2022
Q3 		$5.22M Buy
50,000
+3,792
+8% +$435K 1.33% 17
2022
Q2 		$5.28M Buy
46,208
+10,435
+29% +$1.29M 1.21% 18
2022
Q1 		$4.88M Buy
35,773
+1,545
+5% +$228K 1.23% 16
2021
Q4 		$5.42M Buy
34,228
+2,798
+9% +$459K 1.5% 13
2021
Q3 		$5.14M Buy
31,430
+480
+2% +$75.3K 1.67% 13
2021
Q2 		$4.81M Buy
30,950
+1,681
+6% +$264K 1.53% 14
2021
Q1 		$4.46M Buy
29,269
+474
+2% +$68.2K 1.56% 14
2020
Q4 		$3.66M Buy
+28,795
New +$3.22M 1.37% 16

Other funds holding JPM

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 22.94% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Journey Advisory Group's JPM Position: Q2 2026 in Review

Journey Advisory Group increased its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, buying an estimated $129K and bringing the position to 71,743 shares worth $23.5M. The position accounts for 1.79% of the portfolio, ranked #10.

Journey Advisory Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q3 2025. 2,915 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Journey Advisory Group held 71,743 shares of JPMorgan Chase worth $23.5M as of Q2 2026.
  • Journey Advisory Group bought 415 JPMorgan Chase shares in Q2 2026, an estimated $129K.
  • JPMorgan Chase made up 1.79% of Journey Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Journey Advisory Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's JPMorgan Chase position peaked at $23.9M in Q3 2025.
  • 2,915 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.