Northern Lights 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
$403K Buy
1,230
+159
+15% +$49.4K 0.22% 47
2026
Q1
$315K Buy
1,071
+72
+7% +$21.9K 0.21% 48
2025
Q4
$322K Buy
+999
New +$309K 0.22% 45

Other funds holding JPM

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

Northern Lights Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,230 shares worth $403K. The position accounts for 0.22% of the portfolio, ranked #47.

Northern Lights Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northern Lights Advisors held 1,230 shares of JPMorgan Chase worth $403K as of Q2 2026.
  • Northern Lights Advisors bought 159 JPMorgan Chase shares in Q2 2026, an estimated $49.4K.
  • JPMorgan Chase made up 0.22% of Northern Lights Advisors's portfolio in Q2 2026, its #47 holding.
  • Northern Lights Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.