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Northern Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Northern 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 		$3.55M Buy
10,837
+97
+0.9% +$30.1K 2.35% 11
2026
Q1 		$3.16M Buy
10,740
+4,642
+76% +$1.41M 2.3% 11
2025
Q4 		$1.96M Sell
6,098
-6,179
-50% -$1.91M 2.25% 11
2025
Q3 		$3.87M Buy
12,277
+1,201
+11% +$357K 2.03% 13
2025
Q2 		$3.21M Buy
11,076
+78
+0.7% +$19.9K 2.41% 10
2025
Q1 		$2.7M Sell
10,998
-58
-0.5% -$14.8K 2.23% 9
2024
Q4 		$2.65M Sell
11,056
-227
-2% -$52.9K 2.12% 9
2024
Q3 		$2.38M Buy
11,283
+203
+2% +$42.8K 1.81% 11
2024
Q2 		$2.24M Sell
11,080
-58
-0.5% -$11.3K 1.8% 13
2024
Q1 		$2.23M Buy
11,138
+16
+0.1% +$2.89K 1.74% 10
2023
Q4 		$1.89M Buy
11,122
+1,569
+16% +$238K 1.59% 11
2023
Q3 		$1.39M Buy
9,553
+377
+4% +$56.5K 1.27% 16
2023
Q2 		$1.33M Buy
9,176
+1,465
+19% +$201K 1.18% 19
2023
Q1 		$939K Buy
7,711
+610
+9% +$83.6K 0.88% 35
2022
Q4 		$884K Buy
+7,101
New +$900K 1% 39

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 $3.37T AUM 44.26% 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

Northern Financial Advisors's JPM Position: Q2 2026 in Review

Northern Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, buying an estimated $30.1K and bringing the position to 10,837 shares worth $3.55M. The position accounts for 2.35% of the portfolio, ranked #11.

Northern Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northern Financial Advisors held 10,837 shares of JPMorgan Chase worth $3.55M as of Q2 2026.
  • Northern Financial Advisors bought 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
  • JPMorgan Chase made up 2.35% of Northern Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Northern Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's JPMorgan Chase position peaked at $3.87M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.