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Level Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Level 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 		$711K Sell
2,172
-75
-3% -$23.3K 0.16% 58
2026
Q1 		$661K Sell
2,247
-582
-21% -$177K 0.17% 56
2025
Q4 		$912K Sell
2,829
-16
-0.6% -$4.95K 0.24% 52
2025
Q3 		$897K Buy
2,845
+1,117
+65% +$332K 0.25% 50
2025
Q2 		$501K Hold
1,728
– – 0.16% 60
2025
Q1 		$424K Hold
1,728
– – 0.14% 63
2024
Q4 		$414K Hold
1,728
– – 0.15% 62
2024
Q3 		$364K Sell
1,728
-327
-16% -$68.9K 0.14% 58
2024
Q2 		$416K Buy
2,055
+32
+2% +$6.26K 0.18% 52
2024
Q1 		$405K Sell
2,023
-83
-4% -$15K 0.18% 51
2023
Q4 		$358K Sell
2,106
-88
-4% -$13.3K 0.18% 51
2023
Q3 		$318K Hold
2,194
– – 0.18% 50
2023
Q2 		$319K Buy
2,194
+89
+4% +$12.2K 0.18% 49
2023
Q1 		$274K Sell
2,105
-27
-1% -$3.7K 0.16% 48
2022
Q4 		$286K Sell
2,132
-23
-1% -$2.91K 0.19% 44
2022
Q3 		$225K Hold
2,155
– – 0.17% 46
2022
Q2 		$243K Buy
2,155
+500
+30% +$61.9K 0.18% 43
2022
Q1 		$226K Sell
1,655
-128
-7% -$18.9K 0.17% 40
2021
Q4 		$282K Buy
+1,783
New +$293K 0.22% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Level Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $23.3K and leaving 2,172 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #58.

Level Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $912K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Level Financial Advisors held 2,172 shares of JPMorgan Chase worth $711K as of Q2 2026.
  • Level Financial Advisors sold 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
  • JPMorgan Chase made up 0.16% of Level Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Level Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's JPMorgan Chase position peaked at $912K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.