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N.E.W. Advisory Services’s JPMorgan Chase JPM Stock Holding History

N.E.W. Advisory Services’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 		$3.06M Buy
9,356
+72
+0.8% +$22.4K 0.2% 61
2026
Q1 		$2.73M Sell
9,284
-31
-0.3% -$9.41K 0.2% 61
2025
Q4 		$3M Buy
9,315
+143
+2% +$44.3K 0.22% 61
2025
Q3 		$2.89M Sell
9,172
-83
-0.9% -$24.7K 0.26% 45
2025
Q2 		$2.68M Buy
9,255
+716
+8% +$183K 0.26% 46
2025
Q1 		$2.09M Buy
8,539
+129
+2% +$32.9K 0.16% 65
2024
Q4 		$2.02M Sell
8,410
-401
-5% -$93.4K 0.19% 62
2024
Q3 		$1.86M Sell
8,811
-199
-2% -$41.9K 0.18% 59
2024
Q2 		$1.82M Sell
9,010
-249
-3% -$48.7K 0.2% 55
2024
Q1 		$1.85M Sell
9,259
-499
-5% -$90K 0.21% 57
2023
Q4 		$1.66M Sell
9,758
-154
-2% -$23.3K 0.2% 54
2023
Q3 		$1.44M Buy
9,912
+12
+0.1% +$1.8K 0.2% 57
2023
Q2 		$1.44M Sell
9,900
-16
-0.2% -$2.2K 0.2% 48
2023
Q1 		$1.29M Buy
9,916
+16
+0.2% +$2.19K 0.19% 49
2022
Q4 		$1.33M Buy
9,900
+5,031
+103% +$637K 0.21% 49
2022
Q3 		$509K Sell
4,869
-5,490
-53% -$630K 0.09% 73
2022
Q2 		$1.17M Buy
10,359
+319
+3% +$39.5K 0.2% 47
2022
Q1 		$1.53M Sell
10,040
-265
-3% -$39.1K 0.29% 40
2021
Q4 		$1.63M Buy
10,305
+7
+0.1% +$1.15K 0.25% 40
2021
Q3 		$1.69M Buy
10,298
+47
+0.5% +$7.37K 0.27% 36
2021
Q2 		$1.6M Buy
10,251
+237
+2% +$37.2K 0.27% 38
2021
Q1 		$1.54M Buy
10,014
+713
+8% +$103K 0.29% 41
2020
Q4 		$1.18M Sell
9,301
-74
-0.8% -$8.27K 0.25% 48
2020
Q3 		$902K Sell
9,375
-55
-0.6% -$5.4K 0.25% 43
2020
Q2 		$887K Buy
+9,430
New +$895K 0.28% 43
2019
Q4 		$1.14M Buy
+8,173
New +$1.05M 0.37% 37

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

N.E.W. Advisory Services's JPM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Chase (JPM) stake by 0.78% in Q2 2026, buying an estimated $22.4K and bringing the position to 9,356 shares worth $3.06M. The position accounts for 0.2% of the portfolio, ranked #61.

N.E.W. Advisory Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • N.E.W. Advisory Services held 9,356 shares of JPMorgan Chase worth $3.06M as of Q2 2026.
  • N.E.W. Advisory Services bought 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Chase made up 0.2% of N.E.W. Advisory Services's portfolio in Q2 2026, its #61 holding.
  • N.E.W. Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.