Pacific Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Pacific Capital Wealth Advisors's JPM Position: Q2 2026 in Review
Pacific Capital Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $7.45K and leaving 836 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #78.
Pacific Capital Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Pacific Capital Wealth Advisors held 836 shares of JPMorgan Chase worth $274K as of Q2 2026.
- Pacific Capital Wealth Advisors sold 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
- JPMorgan Chase made up 0.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #78 holding.
- Pacific Capital Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.