Peak Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Peak Financial 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	$227K	Hold	695	–	–	0.09%	74
2026 Q1	$204K	Hold	695	–	–	0.09%	69
2025 Q4	$224K	Hold	695	–	–	0.1%	85
2025 Q3	$219K	Hold	695	–	–	0.11%	84
2025 Q2	$201K	Buy	+695	New	+$177K	0.1%	86
2021 Q3	–	Sell	-1,337	Closed	-$208K	–	76
2021 Q2	$208K	Hold	1,337	–	–	0.18%	68
2021 Q1	$204K	Buy	+1,337	New	+$192K	0.17%	68

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Peak Financial Advisors's JPM Position: Q2 2026 in Review

Peak Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 695 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #74.

Peak Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Peak Financial Advisors held 695 shares of JPMorgan Chase worth $227K as of Q2 2026.
Peak Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.09% of Peak Financial Advisors's portfolio in Q2 2026, its #74 holding.
Peak Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 7 quarters since.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.