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Limestone Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Limestone Investment 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 		$11.2M Buy
34,200
+6,700
+24% +$2.08M 0.83% 17
2026
Q1 		$8.09M Sell
27,500
-6,700
-20% -$2.03M 0.65% 29
2025
Q4 		$11M Sell
34,200
-25,400
-43% -$7.86M 1.06% 15
2025
Q3 		$18.8M Buy
59,600
+12,200
+26% +$3.63M 1.49% 7
2025
Q2 		$13.7M Buy
+47,400
New +$12.1M 1.2% 19

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

Limestone Investment Advisors's JPM Position: Q2 2026 in Review

Limestone Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 6,652 shares — an estimated $2.07M sold.

Limestone Investment Advisors first reported a position in JPM in Q1 2026 and held it in 1 quarter. The position peaked at $1.96M in Q1 2026. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Limestone Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 6,652 JPMorgan Chase shares in Q2 2026, an estimated $2.07M.
  • Limestone Investment Advisors first reported a position in JPMorgan Chase in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's JPMorgan Chase position peaked at $1.96M in Q1 2026.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.