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Modus Advisors’s JPMorgan Chase JPM Stock Holding History

Modus 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 		$8.98M Buy
27,432
+185
+0.7% +$57.5K 2.22% 12
2026
Q1 		$8.01M Buy
27,247
+290
+1% +$88K 2.21% 9
2025
Q4 		$8.69M Sell
26,957
-312
-1% -$96.6K 2.29% 8
2025
Q3 		$8.6M Buy
27,269
+78
+0.3% +$23.2K 2.34% 9
2025
Q2 		$7.88M Buy
27,191
+145
+0.5% +$37K 2.34% 10
2025
Q1 		$6.63M Buy
27,046
+384
+1% +$97.9K 2.17% 8
2024
Q4 		$6.39M Buy
26,662
+194
+0.7% +$45.2K 2% 14
2024
Q3 		$5.58M Buy
26,468
+59
+0.2% +$12.4K 1.83% 20
2024
Q2 		$5.34M Buy
26,409
+297
+1% +$58.1K 1.89% 18
2024
Q1 		$5.23M Buy
26,112
+336
+1% +$60.6K 1.94% 19
2023
Q4 		$4.38M Buy
25,776
+318
+1% +$48.2K 1.78% 20
2023
Q3 		$3.69M Buy
25,458
+292
+1% +$43.8K 1.61% 22
2023
Q2 		$3.66M Buy
25,166
+639
+3% +$87.9K 1.57% 21
2023
Q1 		$3.2M Buy
24,527
+181
+0.7% +$24.8K 1.47% 24
2022
Q4 		$3.26M Buy
24,346
+1,176
+5% +$149K 1.58% 21
2022
Q3 		$2.42M Buy
23,170
+510
+2% +$58.5K 1.27% 29
2022
Q2 		$2.55M Buy
22,660
+1,280
+6% +$159K 1.29% 29
2022
Q1 		$2.92M Buy
21,380
+850
+4% +$125K 1.28% 29
2021
Q4 		$3.25M Sell
20,530
-997
-5% -$164K 1.38% 27
2021
Q3 		$3.52M Buy
21,527
+97
+0.5% +$15.2K 1.52% 25
2021
Q2 		$3.33M Buy
21,430
+116
+0.5% +$18.2K 1.4% 26
2021
Q1 		$3.25M Sell
21,314
-6,890
-24% -$991K 1.5% 25
2020
Q4 		$3.58M Buy
28,204
+934
+3% +$104K 1.85% 19
2020
Q3 		$2.63M Buy
27,270
+16,030
+143% +$1.57M 1.51% 21
2020
Q2 		$1.06M Buy
11,240
+6,546
+139% +$621K 0.69% 40
2020
Q1 		$423K Buy
4,694
+3,004
+178% +$365K 0.39% 42
2019
Q4 		$236K Buy
+1,690
New +$217K 0.19% 63

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Modus Advisors's JPM Position: Q2 2026 in Review

Modus Advisors increased its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, buying an estimated $57.5K and bringing the position to 27,432 shares worth $8.98M. The position accounts for 2.22% of the portfolio, ranked #12.

Modus Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Modus Advisors held 27,432 shares of JPMorgan Chase worth $8.98M as of Q2 2026.
  • Modus Advisors bought 185 JPMorgan Chase shares in Q2 2026, an estimated $57.5K.
  • JPMorgan Chase made up 2.22% of Modus Advisors's portfolio in Q2 2026, its #12 holding.
  • Modus Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.