Old Port 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 | $8.4M | Buy |
25,672
+394
| +2% | +$122K | 1.66% | 11 |
|
|
2026
Q1 | $7.44M | Buy |
25,278
+26
| +0.1% | +$7.89K | 1.71% | 10 |
|
|
2025
Q4 | $8.14M | Sell |
25,252
-200
| -0.8% | -$61.9K | 2% | 7 |
|
|
2025
Q3 | $8.03M | Sell |
25,452
-749
| -3% | -$223K | 2.02% | 5 |
|
|
2025
Q2 | $7.6M | Sell |
26,201
-93
| -0.4% | -$23.7K | 2.07% | 5 |
|
|
2025
Q1 | $6.45M | Sell |
26,294
-513
| -2% | -$131K | 1.91% | 9 |
|
|
2024
Q4 | $6.43M | Sell |
26,807
-435
| -2% | -$101K | 1.85% | 9 |
|
|
2024
Q3 | $5.74M | Sell |
27,242
-412
| -1% | -$86.8K | 1.6% | 11 |
|
|
2024
Q2 | $5.59M | Sell |
27,654
-161
| -0.6% | -$31.5K | 1.67% | 10 |
|
|
2024
Q1 | $5.57M | Sell |
27,815
-311
| -1% | -$56.1K | 1.71% | 9 |
|
|
2023
Q4 | $4.78M | Buy |
28,126
+296
| +1% | +$44.9K | 1.59% | 9 |
|
|
2023
Q3 | $4.04M | Buy |
+27,830
| New | +$4.17M | 1.46% | 10 |
|
|
2023
Q1 | $3.61M | Sell |
28,088
-145
| -0.5% | -$19.9K | 1.3% | 12 |
|
|
2022
Q4 | $3.79M | Buy |
28,233
+651
| +2% | +$82.5K | 1.43% | 8 |
|
|
2022
Q3 | $3.04M | Buy |
27,582
+256
| +0.9% | +$29.4K | 1.21% | 14 |
|
|
2022
Q2 | $3.08M | Buy |
27,326
+132
| +0.5% | +$16.4K | 1.19% | 16 |
|
|
2022
Q1 | $3.68M | Buy |
27,194
+26
| +0.1% | +$3.84K | 1.25% | 14 |
|
|
2021
Q4 | $4.5M | Sell |
27,168
-397
| -1% | -$65.2K | 1.52% | 8 |
|
|
2021
Q3 | $4.66M | Buy |
27,565
+479
| +2% | +$75.1K | 1.69% | 5 |
|
|
2021
Q2 | $4.2M | Sell |
27,086
-110
| -0.4% | -$17.3K | 1.51% | 8 |
|
|
2021
Q1 | $4.14M | Buy |
27,196
+238
| +0.9% | +$34.2K | 1.62% | 9 |
|
|
2020
Q4 | $3.39M | Buy |
26,958
+222
| +0.8% | +$24.8K | 1.47% | 15 |
|
|
2020
Q3 | $2.57M | Buy |
26,736
+462
| +2% | +$45.4K | 1.27% | 23 |
|
|
2020
Q2 | $2.47M | Sell |
26,274
-284
| -1% | -$26.9K | 1.29% | 21 |
|
|
2020
Q1 | $2.39M | Buy |
26,558
+1,596
| +6% | +$194K | 1.46% | 19 |
|
|
2019
Q4 | $3.45M | Sell |
24,962
-12
| -0% | -$1.54K | 1.67% | 10 |
|
|
2019
Q3 | $2.86M | Sell |
24,974
-25
| -0.1% | -$2.83K | 1.5% | 15 |
|
|
2019
Q2 | $2.82M | Sell |
24,999
-55
| -0.2% | -$6.06K | 1.45% | 20 |
|
|
2019
Q1 | $2.54M | Sell |
25,054
-1,467
| -6% | -$151K | 1.33% | 24 |
|
|
2018
Q4 | $2.73M | Buy |
+26,521
| New | +$2.83M | 1.53% | 16 |
|
|
2018
Q2 | $2.97M | Buy |
+28,516
| New | +$3.13M | 1.6% | 12 |
|
Other funds holding JPM
Old Port Advisors's JPM Position: Q2 2026 in Review
Old Port Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 25,672 shares worth $8.4M. The position accounts for 1.66% of the portfolio, ranked #11.
Old Port Advisors first reported a position in JPM in Q2 2018 and has held it in 31 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Old Port Advisors held 25,672 shares of JPMorgan Chase worth $8.4M as of Q2 2026.
- Old Port Advisors bought 394 JPMorgan Chase shares in Q2 2026, an estimated $122K.
- JPMorgan Chase made up 1.66% of Old Port Advisors's portfolio in Q2 2026, its #11 holding.
- Old Port Advisors first reported a position in JPMorgan Chase in Q2 2018 and has held it in 31 quarters since.
- 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.