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New England Capital Financial Advisors’s JPMorgan Chase JPM Stock Holding History

New England Capital Financial 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 		$230K Buy
702
+500
+248% +$155K 0.05% 61
2026
Q1 		$59.3K Sell
202
-29
-13% -$8.8K 0.02% 121
2025
Q4 		$74.6K Buy
231
+30
+15% +$9.29K 0.03% 106
2025
Q3 		$63.5K Hold
201
– – 0.03% 110
2025
Q2 		$58.3K Buy
201
+20
+11% +$5.1K 0.03% 111
2025
Q1 		$44.3K Hold
181
– – 0.02% 118
2024
Q4 		$43.3K Buy
181
+1
+0.6% +$233 0.02% 121
2024
Q3 		$38K Buy
180
+50
+38% +$10.5K 0.02% 130
2024
Q2 		$26.3K Hold
130
– – 0.01% 150
2024
Q1 		$26K Hold
130
– – 0.01% 152
2023
Q4 		$22.1K Buy
130
+1
+0.8% +$152 0.01% 161
2023
Q3 		$18.8K Hold
129
– – 0.01% 169
2023
Q2 		$18.8K Hold
129
– – 0.01% 170
2023
Q1 		$16.8K Hold
129
– – 0.01% 195
2022
Q4 		$17.4K Buy
+129
New +$16.3K 0.01% 196

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

New England Capital Financial Advisors's JPM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its JPMorgan Chase (JPM) stake by 248% in Q2 2026, buying an estimated $155K and bringing the position to 702 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #61.

New England Capital Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • New England Capital Financial Advisors held 702 shares of JPMorgan Chase worth $230K as of Q2 2026.
  • New England Capital Financial Advisors bought 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 0.05% of New England Capital Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • New England Capital Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.