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Minot DeBlois Advisors’s JPMorgan Chase JPM Stock Holding History

Minot DeBlois 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 		$8.18K Sell
25
-15
-38% -$4.66K 0.01% 149
2026
Q1 		$11.8K Sell
40
-10
-20% -$3.04K 0.01% 139
2025
Q4 		$16.1K Hold
50
– – 0.01% 113
2025
Q3 		$15.8K Hold
50
– – 0.01% 139
2025
Q2 		$14.5K Sell
50
-10
-17% -$2.55K 0.01% 142
2025
Q1 		$14.7K Sell
60
-165
-73% -$42.1K 0.01% 142
2024
Q4 		$53.9K Buy
+225
New +$52.4K 0.05% 110

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 $3.38T AUM 44.17% 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

Minot DeBlois Advisors's JPM Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its JPMorgan Chase (JPM) stake by 38% in Q2 2026, selling an estimated $4.66K and leaving 25 shares worth $8.18K. The position accounts for 0.01% of the portfolio, ranked #149.

Minot DeBlois Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.9K in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Minot DeBlois Advisors held 25 shares of JPMorgan Chase worth $8.18K as of Q2 2026.
  • Minot DeBlois Advisors sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #149 holding.
  • Minot DeBlois Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's JPMorgan Chase position peaked at $53.9K in Q4 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.