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Kovack Advisors’s JPMorgan Chase JPM Stock Holding History

Kovack 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 		$7.97M Sell
24,034
-1,236
-5% -$384K 0.38% 49
2026
Q1 		$7.45M Sell
25,270
-16,112
-39% -$4.89M 0.4% 48
2025
Q4 		$13.3M Buy
41,382
+13,892
+51% +$4.3M 0.62% 21
2025
Q3 		$8.67M Sell
27,490
-2,591
-9% -$771K 0.82% 19
2025
Q2 		$8.72M Sell
30,081
-423
-1% -$108K 0.85% 19
2025
Q1 		$7.48M Sell
30,504
-1,440
-5% -$367K 0.79% 21
2024
Q4 		$7.66M Buy
31,944
+501
+2% +$117K 0.75% 25
2024
Q3 		$6.63M Sell
31,443
-453
-1% -$95.4K 0.7% 24
2024
Q2 		$6.45M Buy
31,896
+718
+2% +$140K 0.71% 23
2024
Q1 		$6.24M Sell
31,178
-6,133
-16% -$1.11M 0.76% 20
2023
Q4 		$6.35M Buy
37,311
+3,480
+10% +$527K 0.75% 17
2023
Q3 		$4.91M Sell
33,831
-21
-0.1% -$3.15K 0.68% 22
2023
Q2 		$4.92M Buy
33,852
+8,700
+35% +$1.2M 0.63% 25
2023
Q1 		$3.28M Sell
25,152
-291
-1% -$39.9K 0.45% 39
2022
Q4 		$3.41M Sell
25,443
-923
-4% -$117K 0.5% 36
2022
Q3 		$2.75M Buy
26,366
+6,910
+36% +$793K 0.4% 44
2022
Q2 		$2.19M Sell
19,456
-1,714
-8% -$212K 0.29% 80
2022
Q1 		$2.88M Sell
21,170
-1,832
-8% -$270K 0.3% 67
2021
Q4 		$3.64M Sell
23,002
-1,096
-5% -$180K 0.35% 59
2021
Q3 		$3.94M Buy
24,098
+2,116
+10% +$332K 0.43% 37
2021
Q2 		$3.42M Buy
21,982
+1,433
+7% +$225K 0.39% 58
2021
Q1 		$3.13M Buy
20,549
+59
+0.3% +$8.49K 0.41% 59
2020
Q4 		$2.6M Sell
20,490
-1,993
-9% -$223K 0.37% 61
2020
Q3 		$2.16M Buy
22,483
+73
+0.3% +$7.17K 0.39% 65
2020
Q2 		$2.11M Sell
22,410
-602
-3% -$57.1K 0.41% 62
2020
Q1 		$2.07M Buy
23,012
+2,805
+14% +$341K 0.48% 52
2019
Q4 		$2.82M Buy
20,207
+1,918
+10% +$246K 0.5% 42
2019
Q3 		$2.15M Buy
18,289
+2,590
+16% +$293K 0.44% 54
2019
Q2 		$1.75M Buy
15,699
+184
+1% +$20.3K 0.4% 57
2019
Q1 		$1.57M Buy
15,515
+1,104
+8% +$114K 0.39% 64
2018
Q4 		$1.41M Sell
14,411
-1,594
-10% -$170K 0.41% 59
2018
Q3 		$1.81M Buy
16,005
+1,688
+12% +$192K 0.47% 46
2018
Q2 		$1.49M Sell
14,317
-135
-0.9% -$14.8K 0.42% 53
2018
Q1 		$1.59M Buy
14,452
+2,406
+20% +$272K 0.4% 50
2017
Q4 		$1.29M Buy
12,046
+344
+3% +$34.8K 0.33% 66
2017
Q3 		$1.12M Buy
11,702
+3,101
+36% +$286K 0.37% 61
2017
Q2 		$786K Sell
8,601
-1,117
-11% -$96.4K 0.25% 95
2017
Q1 		$854K Sell
9,718
-993
-9% -$87.6K 0.33% 68
2016
Q4 		$924K Sell
10,711
-1,403
-12% -$107K 0.44% 45
2016
Q3 		$807K Buy
12,114
+3,799
+46% +$248K 0.39% 63
2016
Q2 		$517K Buy
8,315
+943
+13% +$58.9K 0.27% 88
2016
Q1 		$437K Sell
7,372
-100
-1% -$5.84K 0.27% 104
2015
Q4 		$493K Buy
7,472
+2,763
+59% +$180K 0.33% 87
2015
Q3 		$287K Buy
+4,709
New +$308K 0.2% 137

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kovack Advisors's JPM Position: Q2 2026 in Review

Kovack Advisors reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2026, selling an estimated $384K and leaving 24,034 shares worth $7.97M. The position accounts for 0.38% of the portfolio, ranked #49.

Kovack Advisors first reported a position in JPM in Q3 2015 and has held it in 44 quarters since. The position peaked at $13.3M in Q4 2025. 2,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kovack Advisors held 24,034 shares of JPMorgan Chase worth $7.97M as of Q2 2026.
  • Kovack Advisors sold 1,236 JPMorgan Chase shares in Q2 2026, an estimated $384K.
  • JPMorgan Chase made up 0.38% of Kovack Advisors's portfolio in Q2 2026, its #49 holding.
  • Kovack Advisors first reported a position in JPMorgan Chase in Q3 2015 and has held it in 44 quarters since.
  • Kovack Advisors's JPMorgan Chase position peaked at $13.3M in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.