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Operose Advisors’s JPMorgan Chase JPM Stock Holding History

Operose 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 		$1.4M Buy
+4,291
New +$1.33M 0.27% 48
2026
Q1 		– Sell
-4,134
Closed -$1.33M – 629
2025
Q4 		$1.33M Sell
4,134
-21
-0.5% -$6.5K 0.31% 42
2025
Q3 		$1.31M Sell
4,155
-225
-5% -$66.9K 0.33% 39
2025
Q2 		$1.27M Buy
4,380
+1,045
+31% +$267K 0.36% 39
2025
Q1 		$818K Buy
3,335
+621
+23% +$158K 0.27% 55
2024
Q4 		$651K Sell
2,714
-975
-26% -$227K 0.22% 62
2024
Q3 		$778K Buy
3,689
+166
+5% +$35K 0.25% 56
2024
Q2 		$713K Sell
3,523
-483
-12% -$94.4K 0.25% 54
2024
Q1 		$802K Buy
4,006
+2,075
+107% +$374K 0.27% 53
2023
Q4 		$328K Sell
1,931
-1,340
-41% -$203K 0.13% 79
2023
Q3 		$474K Buy
3,271
+2,021
+162% +$303K 0.19% 51
2023
Q2 		$182K Buy
1,250
+321
+35% +$44.1K 0.08% 91
2023
Q1 		$121K Hold
929
– – 0.06% 101
2022
Q4 		$125K Sell
929
-100
-10% -$12.7K 0.07% 100
2022
Q3 		$108K Hold
1,029
– – 0.07% 92
2022
Q2 		$116K Hold
1,029
– – 0.08% 87
2022
Q1 		$140K Hold
1,029
– – 0.1% 84
2021
Q4 		$163K Buy
+1,029
New +$169K 0.13% 70

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

Operose Advisors's JPM Position: Q2 2026 in Review

Operose Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 4,291 shares worth $1.4M. The stake represents 0.27% of the portfolio and ranks #48 among its holdings. This is a return to the name: Operose Advisors previously reported a position in JPM as recently as Q4 2025.

Operose Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Operose Advisors held 4,291 shares of JPMorgan Chase worth $1.4M as of Q2 2026.
  • JPMorgan Chase was a new Operose Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.27% of Operose Advisors's portfolio in Q2 2026, its #48 holding.
  • Operose Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.