Note Advisors’s JPMorgan Chase JPM Stock Holding History

Note 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	$263K	Sell	803 -25	-3%	-$7.76K	0.11%	72
2026 Q1	$244K	Hold	828	–	–	0.12%	76
2025 Q4	$250K	Sell	828 -130	-14%	-$40.2K	0.13%	75
2025 Q3	$302K	Buy	958 +187	+24%	+$55.6K	0.18%	67
2025 Q2	$224K	Buy	+771	New	+$197K	0.15%	70

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Note Advisors's JPM Position: Q2 2026 in Review

Note Advisors reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $7.76K and leaving 803 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #72.

Note Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Note Advisors held 803 shares of JPMorgan Chase worth $263K as of Q2 2026.
Note Advisors sold 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
JPMorgan Chase made up 0.11% of Note Advisors's portfolio in Q2 2026, its #72 holding.
Note Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Note Advisors's JPMorgan Chase position peaked at $302K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.