Kelleher Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Kelleher 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	$6.14M	Buy	18,751 +9,601	+105%	+$2.98M	0.87%	27
2026 Q1	$2.69M	Sell	9,150 -357	-4%	-$108K	0.68%	34
2025 Q4	$3.06M	Buy	9,507 +1,449	+18%	+$449K	0.7%	30
2025 Q3	$2.54M	Sell	8,058 -1,253	-13%	-$373K	0.63%	37
2025 Q2	$2.7M	Buy	9,311 +2,566	+38%	+$655K	0.94%	21
2025 Q1	$1.65M	Sell	6,745 -66	-1%	-$16.8K	0.66%	24
2024 Q4	$1.63M	Buy	6,811 +171	+3%	+$39.8K	0.62%	25
2024 Q3	$1.4M	Buy	6,640 +204	+3%	+$43K	0.53%	24
2024 Q2	$1.3M	Sell	6,436 -71	-1%	-$13.9K	0.53%	26
2024 Q1	$1.3M	Sell	6,507 -195	-3%	-$35.2K	0.54%	26
2023 Q4	$1.14M	Buy	6,702 +6	+0.1%	+$909	0.54%	26
2023 Q3	$971K	Sell	6,696 -376	-5%	-$56.4K	0.5%	30
2023 Q2	$1.03M	Buy	7,072 +6	+0.1%	+$825	0.59%	30
2023 Q1	$921K	Buy	7,066 +6	+0.1%	+$822	0.61%	29
2022 Q4	$947K	Buy	7,060 +6	+0.1%	+$760	0.71%	28
2022 Q3	$737K	Sell	7,054 -246	-3%	-$28.2K	0.53%	37
2022 Q2	$822K	Buy	7,300 +432	+6%	+$53.5K	0.37%	45
2022 Q1	$935K	Buy	6,868 +2	+0%	+$295	0.52%	38
2021 Q4	$1.09M	Sell	6,866 -876	-11%	-$144K	0.58%	33
2021 Q3	$1.27M	Buy	7,742 +1,130	+17%	+$177K	0.56%	38
2021 Q2	$1.03M	Buy	6,612 +37	+0.6%	+$5.81K	0.58%	32
2021 Q1	$1M	Buy	6,575 +1	+0%	+$144	0.64%	33
2020 Q4	$835K	Buy	6,574 +1,093	+20%	+$122K	0.63%	34
2020 Q3	$527K	Buy	5,481 +444	+9%	+$43.6K	0.44%	52
2020 Q2	$473K	Sell	5,037 -494	-9%	-$46.9K	0.45%	47
2020 Q1	$497K	Buy	5,531 +294	+6%	+$35.7K	0.59%	36
2019 Q4	$730K	Hold	5,237	–	–	0.74%	33
2019 Q3	$616K	Hold	5,237	–	–	0.75%	29
2019 Q2	$585K	Buy	+5,237	New	+$577K	0.72%	30
2018 Q4	$511K	Hold	5,237	–	–	0.82%	31
2018 Q3	$590K	Hold	5,237	–	–	0.77%	33
2018 Q2	$545K	Hold	5,237	–	–	0.78%	36
2018 Q1	$575K	Hold	5,237	–	–	0.78%	34
2017 Q4	$560K	Sell	5,237 -500	-9%	-$50.6K	0.88%	34
2017 Q3	$547K	Sell	5,737 -435	-7%	-$40.1K	1.15%	28
2017 Q2	$564K	Buy	6,172 +1,000	+19%	+$86.3K	1.09%	25
2017 Q1	$454K	Sell	5,172 -1,225	-19%	-$108K	0.97%	36
2016 Q4	$552K	Buy	6,397 +300	+5%	+$22.9K	0.31%	72
2016 Q3	$406K	Hold	6,097	–	–	0.23%	83
2016 Q2	$378K	Sell	6,097 -675	-10%	-$42.2K	0.23%	84
2016 Q1	$401K	Buy	6,772 +515	+8%	+$30.1K	0.22%	93
2015 Q4	$413K	Sell	6,257 -1,495	-19%	-$97.3K	0.28%	75
2015 Q3	$472K	Buy	7,752 +2,141	+38%	+$140K	0.31%	68
2015 Q2	$380K	Hold	5,611	–	–	0.22%	78
2015 Q1	$339K	Buy	5,611 +210	+4%	+$12.4K	0.19%	90
2014 Q4	$337K	Buy	5,401 +160	+3%	+$9.63K	0.18%	79
2014 Q3	$317K	Sell	5,241 -200	-4%	-$11.7K	0.17%	83
2014 Q2	$314K	Hold	5,441	–	–	0.16%	86
2014 Q1	$330K	Hold	5,441	–	–	0.18%	82
2013 Q4	$318K	Sell	5,441 -100	-2%	-$5.48K	0.16%	81
2013 Q3	$286K	Hold	5,541	–	–	0.16%	78
2013 Q2	$293K	Buy	+5,541	New	+$282K	0.18%	74

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Kelleher Financial Advisors increased its JPMorgan Chase (JPM) stake by 105% in Q2 2026, buying an estimated $2.98M and bringing the position to 18,751 shares worth $6.14M. The position accounts for 0.87% of the portfolio, ranked #27.

Kelleher Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kelleher Financial Advisors held 18,751 shares of JPMorgan Chase worth $6.14M as of Q2 2026.
Kelleher Financial Advisors bought 9,601 JPMorgan Chase shares in Q2 2026, an estimated $2.98M.
JPMorgan Chase made up 0.87% of Kelleher Financial Advisors's portfolio in Q2 2026, its #27 holding.
Kelleher Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.