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
2019 Q4	–	Sell	-1	Closed	-$2K	–	522
2019 Q3	$2K	Hold	1	–	–	﹤0.01%	498
2019 Q2	$2K	Hold	1	–	–	﹤0.01%	463
2019 Q1	$2K	Buy	+1	New	+$103	﹤0.01%	443
2018 Q4	–	Sell	-1	Closed	-$2K	–	458
2018 Q3	$2K	Buy	+1	New	+$114	﹤0.01%	446
2017 Q4	–	Sell	-1	Closed	-$1K	–	489
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	359
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	377
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	298
2016 Q4	$1K	Buy	+1	New	+$76	﹤0.01%	259

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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. 2,280 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.
2,280 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.