Laurel Wealth Advisors (North Carolina)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.1M | Sell |
55,202
-548
| -1% | -$170K | 1.75% | 12 |
|
|
2026
Q1 | $16.8M | Buy |
55,750
+32
| +0.1% | +$9.71K | 1.67% | 13 |
|
|
2025
Q4 | $18M | Sell |
55,718
-1,209
| -2% | -$374K | 2.37% | 10 |
|
|
2025
Q3 | $18M | Sell |
56,927
-973
| -2% | -$289K | 2.51% | 10 |
|
|
2025
Q2 | $16.8M | Sell |
57,900
-154
| -0.3% | -$39.3K | 2.51% | 9 |
|
|
2025
Q1 | $14.2M | Sell |
58,054
-1,555
| -3% | -$396K | 2.23% | 9 |
|
|
2024
Q4 | $14.3M | Sell |
59,609
-512
| -0.9% | -$119K | 2.23% | 11 |
|
|
2024
Q3 | $12.7M | Sell |
60,121
-126
| -0.2% | -$26.5K | 2.02% | 12 |
|
|
2024
Q2 | $12.2M | Sell |
60,247
-3,039
| -5% | -$594K | 2.11% | 11 |
|
|
2024
Q1 | $12.7M | Sell |
63,286
-248
| -0.4% | -$44.8K | 2.16% | 11 |
|
|
2023
Q4 | $10.8M | Buy |
63,534
+1,289
| +2% | +$195K | 2.05% | 10 |
|
|
2023
Q3 | $9.03M | Sell |
62,245
-3,150
| -5% | -$472K | 1.91% | 11 |
|
|
2023
Q2 | $9.51M | Sell |
65,395
-1,674
| -2% | -$230K | 1.9% | 11 |
|
|
2023
Q1 | $8.74M | Buy |
67,069
+1,544
| +2% | +$212K | 1.85% | 12 |
|
|
2022
Q4 | $8.79M | Buy |
65,525
+1,048
| +2% | +$133K | 1.99% | 12 |
|
|
2022
Q3 | $6.74M | Buy |
64,477
+2,872
| +5% | +$330K | 1.68% | 16 |
|
|
2022
Q2 | $6.94M | Buy |
61,605
+3,652
| +6% | +$452K | 1.68% | 15 |
|
|
2022
Q1 | $7.9M | Buy |
57,953
+446
| +0.8% | +$65.8K | 1.66% | 16 |
|
|
2021
Q4 | $9.11M | Buy |
57,507
+702
| +1% | +$115K | 1.87% | 14 |
|
|
2021
Q3 | $9.3M | Sell |
56,805
-2,297
| -4% | -$360K | 2.05% | 11 |
|
|
2021
Q2 | $9.19M | Buy |
59,102
+616
| +1% | +$96.7K | 1.98% | 11 |
|
|
2021
Q1 | $8.9M | Buy |
58,486
+137
| +0.2% | +$19.7K | 2.16% | 11 |
|
|
2020
Q4 | $7.41M | Buy |
58,349
+726
| +1% | +$81.1K | 1.93% | 13 |
|
|
2020
Q3 | $5.55M | Buy |
57,623
+127
| +0.2% | +$12.5K | 1.66% | 15 |
|
|
2020
Q2 | $5.41M | Buy |
57,496
+2,811
| +5% | +$267K | 1.78% | 12 |
|
|
2020
Q1 | $4.92M | Buy |
54,685
+2,214
| +4% | +$269K | 1.85% | 11 |
|
|
2019
Q4 | $7.31M | Sell |
52,471
-617
| -1% | -$79.1K | 2.3% | 7 |
|
|
2019
Q3 | $6.25M | Buy |
53,088
+1,384
| +3% | +$157K | 2.13% | 10 |
|
|
2019
Q2 | $5.78M | Buy |
51,704
+563
| +1% | +$62.1K | 2.03% | 10 |
|
|
2019
Q1 | $5.18M | Buy |
51,141
+948
| +2% | +$97.7K | 1.9% | 10 |
|
|
2018
Q4 | $4.9M | Buy |
+50,193
| New | +$5.35M | 1.97% | 9 |
|
Other funds holding JPM
Laurel Wealth Advisors (North Carolina)'s JPM Position: Q2 2026 in Review
Laurel Wealth Advisors (North Carolina) reduced its JPMorgan Chase (JPM) stake by 0.98% in Q2 2026, selling an estimated $170K and leaving 55,202 shares worth $18.1M. The position accounts for 1.75% of the portfolio, ranked #12.
Laurel Wealth Advisors (North Carolina) first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) held 55,202 shares of JPMorgan Chase worth $18.1M as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) sold 548 JPMorgan Chase shares in Q2 2026, an estimated $170K.
- JPMorgan Chase made up 1.75% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #12 holding.
- Laurel Wealth Advisors (North Carolina) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.