KA
JPM icon

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
2023
Q2 		– Sell
-100
Closed -$895 – 616
2023
Q1 		$895 Buy
+100
New +$13.7K ﹤0.01% 595

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. 2,278 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.
  • 2,278 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.