ORBA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

ORBA 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	$316K	Buy	+966	New	+$300K	0.27%	65
2026 Q1	–	Sell	-758	Closed	-$244K	–	74
2025 Q4	$244K	Sell	758 -295	-28%	-$91.3K	0.21%	70
2025 Q3	$332K	Hold	1,053	–	–	0.27%	63
2025 Q2	$305K	Sell	1,053 -6,488	-86%	-$1.66M	0.28%	61
2025 Q1	$1.85M	Hold	7,541	–	–	0.93%	32
2024 Q4	$1.81M	Sell	7,541 -25	-0.3%	-$5.82K	0.94%	32
2024 Q3	$1.6M	Sell	7,566 -73	-1%	-$15.4K	0.81%	33
2024 Q2	$1.55M	Buy	7,639 +247	+3%	+$48.3K	0.8%	33
2024 Q1	$1.48M	Sell	7,392 -1,400	-16%	-$253K	0.82%	32
2023 Q4	$1.5M	Buy	+8,792	New	+$1.33M	0.9%	30

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

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

ORBA Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 966 shares worth $316K. The stake represents 0.27% of the portfolio and ranks #65 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in JPM as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ORBA Wealth Advisors held 966 shares of JPMorgan Chase worth $316K as of Q2 2026.
JPMorgan Chase was a new ORBA Wealth Advisors position in Q2 2026.
JPMorgan Chase made up 0.27% of ORBA Wealth Advisors's portfolio in Q2 2026, its #65 holding.
ORBA Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's JPMorgan Chase position peaked at $1.85M in Q1 2025.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.