NWF Advisory Services’s JPMorgan Chase JPM Stock Holding History

NWF Advisory 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	$5.53M	Buy	16,880 +159	+1%	+$49.4K	0.52%	45
2026 Q1	$4.92M	Sell	16,721 -1,816	-10%	-$551K	0.56%	45
2025 Q4	$5.97M	Buy	18,537 +1,206	+7%	+$373K	0.66%	39
2025 Q3	$5.47M	Sell	17,331 -495	-3%	-$147K	0.6%	41
2025 Q2	$5.17M	Buy	17,826 +2,132	+14%	+$544K	0.62%	39
2025 Q1	$3.85M	Sell	15,694 -1,339	-8%	-$341K	0.54%	46
2024 Q4	$4.08M	Sell	17,033 -2,309	-12%	-$538K	0.6%	43
2024 Q3	$4.08M	Sell	19,342 -3,381	-15%	-$712K	0.59%	41
2024 Q2	$4.6M	Sell	22,723 -1,381	-6%	-$270K	0.73%	36
2024 Q1	$4.83M	Sell	24,104 -2,607	-10%	-$470K	0.81%	31
2023 Q4	$4.54M	Buy	26,711 +1,044	+4%	+$158K	0.9%	27
2023 Q3	$3.72M	Sell	25,667 -1,054	-4%	-$158K	0.88%	29
2023 Q2	$3.89M	Hold	26,721	–	–	0.9%	26
2023 Q1	$3.89M	Buy	+26,721	New	+$3.66M	0.9%	26

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

NWF Advisory Services's JPM Position: Q2 2026 in Review

NWF Advisory Services increased its JPMorgan Chase (JPM) stake by 0.95% in Q2 2026, buying an estimated $49.4K and bringing the position to 16,880 shares worth $5.53M. The position accounts for 0.52% of the portfolio, ranked #45.

NWF Advisory Services first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.97M in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

NWF Advisory Services held 16,880 shares of JPMorgan Chase worth $5.53M as of Q2 2026.
NWF Advisory Services bought 159 JPMorgan Chase shares in Q2 2026, an estimated $49.4K.
JPMorgan Chase made up 0.52% of NWF Advisory Services's portfolio in Q2 2026, its #45 holding.
NWF Advisory Services first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's JPMorgan Chase position peaked at $5.97M in Q4 2025.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.