Novak & Powell Financial Services’s JPMorgan Chase JPM Stock Holding History

Novak & Powell Financial Services’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	$1.5M	Buy	4,588 +6	+0.1%	+$1.86K	0.71%	37
2026 Q1	$1.35M	Sell	4,582 -55	-1%	-$16.7K	0.73%	37
2025 Q4	$1.49M	Sell	4,637 -1,033	-18%	-$320K	0.78%	33
2025 Q3	$1.79M	Buy	5,670 +150	+3%	+$44.6K	0.94%	23
2025 Q2	$1.6M	Sell	5,520 -280	-5%	-$71.5K	1.11%	19
2025 Q1	$1.42M	Sell	5,800 -56	-1%	-$14.3K	0.89%	28
2024 Q4	$1.4M	Sell	5,856 -78	-1%	-$18.2K	0.84%	31
2024 Q3	$1.25M	Sell	5,934 -620	-9%	-$131K	0.73%	34
2024 Q2	$1.33M	Sell	6,554 -174	-3%	-$34K	0.82%	34
2024 Q1	$1.35M	Sell	6,728 -106	-2%	-$19.1K	1.01%	23
2023 Q4	$1.16M	Buy	+6,834	New	+$1.04M	0.78%	36

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

Novak & Powell Financial Services's JPM Position: Q2 2026 in Review

Novak & Powell Financial Services increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $1.86K and bringing the position to 4,588 shares worth $1.5M. The position accounts for 0.71% of the portfolio, ranked #37.

Novak & Powell Financial Services first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Novak & Powell Financial Services held 4,588 shares of JPMorgan Chase worth $1.5M as of Q2 2026.
Novak & Powell Financial Services bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.71% of Novak & Powell Financial Services's portfolio in Q2 2026, its #37 holding.
Novak & Powell Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's JPMorgan Chase position peaked at $1.79M in Q3 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.