Level Four Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
– Sell
-1,400
Closed -$146K – 605
2018
Q2
$146K Buy
+1,400
New +$154K 0.01% 598
2018
Q1
– Sell
-1,400
Closed -$150K – 544
2017
Q4
$150K Buy
+1,400
New +$142K 0.01% 526

Other funds holding JPM

Level Four Advisory Services's JPM Position: Q2 2026 in Review

Level Four Advisory Services increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $914K and bringing the position to 98,167 shares worth $32.1M. The position accounts for 0.91% of the portfolio, ranked #17.

Level Four Advisory Services first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Level Four Advisory Services held 98,167 shares of JPMorgan Chase worth $32.1M as of Q2 2026.
  • Level Four Advisory Services bought 2,944 JPMorgan Chase shares in Q2 2026, an estimated $914K.
  • JPMorgan Chase made up 0.91% of Level Four Advisory Services's portfolio in Q2 2026, its #17 holding.
  • Level Four Advisory Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.