Maxele Advisors’s JPMorgan Chase JPM Stock Holding History

Maxele 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	$1.53M	Buy	+4,683	New	+$1.45M	1.07%	28
2025 Q4	$1.59M	Buy	4,934 +60	+1%	+$18.6K	1.29%	22
2025 Q3	$1.54M	Buy	4,874 +1	+0%	+$297	1.33%	21
2025 Q2	$1.41M	Sell	4,873 -169	-3%	-$43.1K	1.23%	23
2025 Q1	$1.24M	Buy	5,042 +330	+7%	+$84.1K	1.2%	28
2024 Q4	$1.13M	Buy	+4,712	New	+$1.1M	1.08%	33
2022 Q3	$437K	Sell	4,186 -45	-1%	-$5.16K	0.73%	42
2022 Q2	$476K	Sell	4,231 -45	-1%	-$5.58K	0.75%	41
2022 Q1	$583K	Sell	4,276 -40	-0.9%	-$5.9K	0.72%	42
2021 Q4	$683K	Buy	+4,316	New	+$709K	0.79%	38

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Maxele Advisors's JPM Position: Q2 2026 in Review

Maxele Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 4,683 shares worth $1.53M. The stake represents 1.07% of the portfolio and ranks #28 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in JPM as recently as Q4 2025.

Maxele Advisors first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Maxele Advisors held 4,683 shares of JPMorgan Chase worth $1.53M as of Q2 2026.
JPMorgan Chase was a new Maxele Advisors position in Q2 2026.
JPMorgan Chase made up 1.07% of Maxele Advisors's portfolio in Q2 2026, its #28 holding.
Maxele Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's JPMorgan Chase position peaked at $1.59M in Q4 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.