M3 Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
M3 Advisory Group's JPM Position: Q2 2026 in Review
M3 Advisory Group increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 4,282 shares worth $1.4M. The position accounts for 0.73% of the portfolio, ranked #33.
M3 Advisory Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- M3 Advisory Group held 4,282 shares of JPMorgan Chase worth $1.4M as of Q2 2026.
- M3 Advisory Group bought 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
- JPMorgan Chase made up 0.73% of M3 Advisory Group's portfolio in Q2 2026, its #33 holding.
- M3 Advisory Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.