Nottingham 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 | $508K | Hold |
1,499
| – | – | 0.06% | 80 |
|
|
2026
Q1 | $441K | Hold |
1,499
| – | – | 0.06% | 78 |
|
|
2025
Q4 | $483K | Sell |
1,499
-3
| -0.2% | -$929 | 0.07% | 74 |
|
|
2025
Q3 | $474K | Hold |
1,502
| – | – | 0.07% | 73 |
|
|
2025
Q2 | $435K | Sell |
1,502
-439
| -23% | -$112K | 0.06% | 77 |
|
|
2025
Q1 | $476K | Sell |
1,941
-1,144
| -37% | -$292K | 0.07% | 81 |
|
|
2024
Q4 | $740K | Sell |
3,085
-501
| -14% | -$117K | 0.09% | 73 |
|
|
2024
Q3 | $756K | Sell |
3,586
-42
| -1% | -$8.85K | 0.08% | 79 |
|
|
2024
Q2 | $734K | Sell |
3,628
-173
| -5% | -$33.8K | 0.09% | 76 |
|
|
2024
Q1 | $761K | Sell |
3,801
-482
| -11% | -$87K | 0.09% | 72 |
|
|
2023
Q4 | $729K | Buy |
4,283
+582
| +16% | +$88.2K | 0.1% | 71 |
|
|
2023
Q3 | $537K | Hold |
3,701
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $538K | Hold |
3,701
| – | – | 0.07% | 84 |
|
|
2023
Q1 | $482K | Sell |
3,701
-309
| -8% | -$42.3K | 0.06% | 95 |
|
|
2022
Q4 | $538K | Buy |
4,010
+100
| +3% | +$12.7K | 0.07% | 90 |
|
|
2022
Q3 | $409K | Buy |
3,910
+277
| +8% | +$31.8K | 0.06% | 91 |
|
|
2022
Q2 | $409K | Hold |
3,633
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $495K | Sell |
3,633
-50
| -1% | -$7.38K | 0.06% | 93 |
|
|
2021
Q4 | $583K | Sell |
3,683
-25
| -0.7% | -$4.11K | 0.06% | 91 |
|
|
2021
Q3 | $607K | Hold |
3,708
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $577K | Sell |
3,708
-25
| -0.7% | -$3.93K | 0.06% | 88 |
|
|
2021
Q1 | $568K | Buy |
3,733
+100
| +3% | +$14.4K | 0.06% | 89 |
|
|
2020
Q4 | $462K | Hold |
3,633
| – | – | 0.07% | 91 |
|
|
2020
Q3 | $350K | Buy |
+3,633
| New | +$357K | 0.05% | 101 |
|
|
2020
Q1 | – | Sell |
-1,817
| Closed | -$253K | – | 112 |
|
|
2019
Q4 | $253K | Hold |
1,817
| – | – | 0.03% | 97 |
|
|
2019
Q3 | $214K | Sell |
1,817
-62
| -3% | -$7.01K | 0.03% | 103 |
|
|
2019
Q2 | $210K | Buy |
+1,879
| New | +$207K | 0.03% | 106 |
|
|
2018
Q1 | – | Sell |
-2,255
| Closed | -$241K | – | 93 |
|
|
2017
Q4 | $241K | Buy |
+2,255
| New | +$228K | 0.03% | 99 |
|
|
2016
Q2 | – | Sell |
-3,126
| Closed | -$206K | – | 90 |
|
|
2016
Q1 | $206K | Hold |
3,126
| – | – | 0.04% | 88 |
|
|
2015
Q4 | $206K | Buy |
+3,126
| New | +$204K | 0.04% | 88 |
|
|
2015
Q3 | – | Sell |
-3,063
| Closed | -$208K | – | 93 |
|
|
2015
Q2 | $208K | Buy |
+3,063
| New | +$200K | 0.03% | 92 |
|
Other funds holding JPM
RG
TWC
Nottingham Advisors's JPM Position: Q2 2026 in Review
Nottingham Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,499 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #80.
Nottingham Advisors first reported a position in JPM in Q2 2015 and has held it in 31 quarters since. The position peaked at $761K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Nottingham Advisors held 1,499 shares of JPMorgan Chase worth $508K as of Q2 2026.
- Nottingham Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.06% of Nottingham Advisors's portfolio in Q2 2026, its #80 holding.
- Nottingham Advisors first reported a position in JPMorgan Chase in Q2 2015 and has held it in 31 quarters since.
- Nottingham Advisors's JPMorgan Chase position peaked at $761K in Q1 2024.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.