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Paces Ferry Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Paces Ferry 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 		$3.59M Sell
10,955
-3
-0% -$932 1.33% 21
2026
Q1 		$3.22M Sell
10,958
-42
-0.4% -$12.7K 1.34% 20
2025
Q4 		$3.54M Sell
11,000
-104
-0.9% -$32.2K 1.44% 19
2025
Q3 		$3.5M Hold
11,104
– – 1.46% 17
2025
Q2 		$3.22M Sell
11,104
-679
-6% -$173K 1.48% 16
2025
Q1 		$2.89M Buy
11,783
+328
+3% +$83.6K 1.44% 16
2024
Q4 		$2.75M Sell
11,455
-29
-0.3% -$6.75K 1.33% 17
2024
Q3 		$2.42M Sell
11,484
-64
-0.6% -$13.5K 1.39% 17
2024
Q2 		$2.34M Buy
11,548
+9
+0.1% +$1.76K 1.41% 19
2024
Q1 		$2.31M Sell
11,539
-129
-1% -$23.3K 1.48% 18
2023
Q4 		$1.98M Sell
11,668
-56
-0.5% -$8.49K 1.38% 21
2023
Q3 		$1.7M Buy
11,724
+38
+0.3% +$5.7K 1.35% 23
2023
Q2 		$1.7M Sell
11,686
-104
-0.9% -$14.3K 1.28% 22
2023
Q1 		$1.54M Buy
11,790
+267
+2% +$36.6K 1.24% 22
2022
Q4 		$1.55M Buy
11,523
+29
+0.3% +$3.67K 1.5% 18
2022
Q3 		$1.2M Buy
11,494
+30
+0.3% +$3.44K 1.31% 24
2022
Q2 		$1.29M Buy
11,464
+172
+2% +$21.3K 1.27% 24
2022
Q1 		$1.54M Buy
11,292
+153
+1% +$22.6K 1.22% 23
2021
Q4 		$1.76M Sell
11,139
-125
-1% -$20.5K 1.27% 24
2021
Q3 		$1.84M Buy
11,264
+19
+0.2% +$2.98K 1.47% 21
2021
Q2 		$1.75M Sell
11,245
-665
-6% -$104K 1.34% 23
2021
Q1 		$1.81M Buy
11,910
+101
+0.9% +$14.5K 1.58% 17
2020
Q4 		$1.5M Sell
11,809
-108
-0.9% -$12.1K 1.37% 21
2020
Q3 		$1.15M Buy
+11,917
New +$1.17M 1% 23

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 $3.38T AUM 44.17% 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

Paces Ferry Wealth Advisors's JPM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $932 and leaving 10,955 shares worth $3.59M. The position accounts for 1.33% of the portfolio, ranked #21.

Paces Ferry Wealth Advisors first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Paces Ferry Wealth Advisors held 10,955 shares of JPMorgan Chase worth $3.59M as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 1.33% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Paces Ferry Wealth Advisors first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.