Nautilus Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$332K Buy
987
+2
+0.2% +$621 0.2% 124
2026
Q1
$290K Buy
985
+13
+1% +$3.94K 0.2% 129
2025
Q4
$313K Sell
972
-123
-11% -$38.1K 0.2% 126
2025
Q3
$345K Sell
1,095
-12
-1% -$3.57K 0.23% 117
2025
Q2
$321K Buy
1,107
+2
+0.2% +$510 0.24% 120
2025
Q1
$271K Sell
1,105
-20
-2% -$5.1K 0.22% 127
2024
Q4
$270K Buy
+1,125
New +$262K 0.21% 124

Other funds holding JPM

Nautilus Advisors's JPM Position: Q2 2026 in Review

Nautilus Advisors increased its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, buying an estimated $621 and bringing the position to 987 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #124.

Nautilus Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q3 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nautilus Advisors held 987 shares of JPMorgan Chase worth $332K as of Q2 2026.
  • Nautilus Advisors bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.2% of Nautilus Advisors's portfolio in Q2 2026, its #124 holding.
  • Nautilus Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Nautilus Advisors's JPMorgan Chase position peaked at $345K in Q3 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.