Pacific Point Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Point 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	$2.25M	Buy	6,874 +2,382	+53%	+$740K	1.03%	26
2026 Q1	$1.32M	Buy	4,492 +147	+3%	+$44.6K	0.7%	47
2025 Q4	$1.4M	Buy	4,345 +522	+14%	+$162K	0.75%	39
2025 Q3	$1.21M	Hold	3,823	–	–	0.7%	52
2025 Q2	$1.11M	Hold	3,823	–	–	0.6%	47
2025 Q1	$938K	Hold	3,823	–	–	0.52%	49
2024 Q4	$1.02M	Buy	+3,823	New	+$890K	0.62%	46

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

Pacific Point Advisors's JPM Position: Q2 2026 in Review

Pacific Point Advisors increased its JPMorgan Chase (JPM) stake by 53% in Q2 2026, buying an estimated $740K and bringing the position to 6,874 shares worth $2.25M. The position accounts for 1.03% of the portfolio, ranked #26.

Pacific Point Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pacific Point Advisors held 6,874 shares of JPMorgan Chase worth $2.25M as of Q2 2026.
Pacific Point Advisors bought 2,382 JPMorgan Chase shares in Q2 2026, an estimated $740K.
JPMorgan Chase made up 1.03% of Pacific Point Advisors's portfolio in Q2 2026, its #26 holding.
Pacific Point Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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