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Octavia Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Octavia Wealth 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 		$4.88M Sell
14,913
-518
-3% -$161K 0.42% 28
2026
Q1 		$4.54M Buy
15,431
+289
+2% +$87.7K 0.43% 29
2025
Q4 		$4.88M Sell
15,142
-3,500
-19% -$1.08M 0.47% 32
2025
Q3 		$5.88M Buy
18,642
+3,665
+24% +$1.09M 0.59% 29
2025
Q2 		$4.34M Sell
14,977
-5,796
-28% -$1.48M 0.49% 31
2025
Q1 		$5.1M Sell
20,773
-2,530
-11% -$645K 0.62% 29
2024
Q4 		$5.59M Buy
23,303
+2,835
+14% +$660K 0.68% 28
2024
Q3 		$4.32M Sell
20,468
-4,103
-17% -$864K 0.53% 29
2024
Q2 		$4.97M Buy
24,571
+40
+0.2% +$7.82K 0.68% 28
2024
Q1 		$4.91M Buy
24,531
+66
+0.3% +$11.9K 0.73% 26
2023
Q4 		$4.16M Sell
24,465
-641
-3% -$97.1K 0.73% 28
2023
Q3 		$3.64M Buy
25,106
+1,205
+5% +$181K 0.74% 28
2023
Q2 		$3.48M Buy
23,901
+1,031
+5% +$142K 0.71% 28
2023
Q1 		$2.98M Buy
22,870
+319
+1% +$43.7K 0.67% 29
2022
Q4 		$3.02M Buy
22,551
+1,215
+6% +$154K 0.75% 30
2022
Q3 		$2.23M Buy
21,336
+548
+3% +$62.9K 0.6% 32
2022
Q2 		$2.34M Buy
20,788
+1,097
+6% +$136K 0.61% 34
2022
Q1 		$2.68M Buy
19,691
+945
+5% +$139K 0.6% 33
2021
Q4 		$2.97M Buy
18,746
+1,191
+7% +$196K 0.64% 32
2021
Q3 		$2.88M Sell
17,555
-757
-4% -$119K 0.74% 29
2021
Q2 		$2.85M Buy
18,312
+346
+2% +$54.3K 0.75% 29
2021
Q1 		$2.73M Buy
17,966
+3,783
+27% +$544K 0.81% 27
2020
Q4 		$1.8M Buy
+14,183
New +$1.59M 0.59% 38

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Octavia Wealth Advisors's JPM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $161K and leaving 14,913 shares worth $4.88M. The position accounts for 0.42% of the portfolio, ranked #28.

Octavia Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.88M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Octavia Wealth Advisors held 14,913 shares of JPMorgan Chase worth $4.88M as of Q2 2026.
  • Octavia Wealth Advisors sold 518 JPMorgan Chase shares in Q2 2026, an estimated $161K.
  • JPMorgan Chase made up 0.42% of Octavia Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Octavia Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's JPMorgan Chase position peaked at $5.88M in Q3 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.