Laraway Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Laraway 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	$997K	Hold	3,046	–	–	0.61%	43
2026 Q1	$896K	Sell	3,046 -275	-8%	-$83.5K	0.63%	42
2025 Q4	$1.07M	Sell	3,321 -50	-1%	-$15.5K	0.7%	37
2025 Q3	$1.06M	Sell	3,371 -2	-0.1%	-$595	0.73%	38
2025 Q2	$978K	Hold	3,373	–	–	0.74%	35
2025 Q1	$827K	Hold	3,373	–	–	0.66%	41
2024 Q4	$809K	Hold	3,373	–	–	0.62%	40
2024 Q3	$711K	Hold	3,373	–	–	0.57%	48
2024 Q2	$682K	Hold	3,373	–	–	0.58%	49
2024 Q1	$676K	Sell	3,373 -200	-6%	-$36.1K	0.6%	52
2023 Q4	$608K	Hold	3,573	–	–	0.58%	55
2023 Q3	$518K	Hold	3,573	–	–	0.54%	60
2023 Q2	$520K	Sell	3,573 -200	-5%	-$27.5K	0.51%	62
2023 Q1	$492K	Sell	3,773 -300	-7%	-$41.1K	0.5%	66
2022 Q4	$546K	Buy	4,073 +3	+0.1%	+$380	0.57%	59
2022 Q3	$426K	Hold	4,070	–	–	0.48%	65
2022 Q2	$459K	Sell	4,070 -200	-5%	-$24.8K	0.49%	65
2022 Q1	$582K	Sell	4,270 -10	-0.2%	-$1.48K	0.53%	60
2021 Q4	$677K	Buy	+4,280	New	+$703K	0.6%	56

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

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

Laraway Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,046 shares worth $997K. The position accounts for 0.61% of the portfolio, ranked #43.

Laraway Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Laraway Financial Advisors held 3,046 shares of JPMorgan Chase worth $997K as of Q2 2026.
Laraway Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.61% of Laraway Financial Advisors's portfolio in Q2 2026, its #43 holding.
Laraway Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Laraway Financial Advisors's JPMorgan Chase position peaked at $1.07M in Q4 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.