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Perryman Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Perryman Financial Advisory’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 		$18.4M Buy
56,241
+580
+1% +$180K 2.45% 7
2026
Q1 		$16.4M Sell
55,661
-1,467
-3% -$445K 2.45% 7
2025
Q4 		$18.4M Buy
+57,128
New +$17.7M 2.7% 8

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Perryman Financial Advisory's JPM Position: Q2 2026 in Review

Perryman Financial Advisory increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $180K and bringing the position to 56,241 shares worth $18.4M. The position accounts for 2.45% of the portfolio, ranked #7.

Perryman Financial Advisory first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 2,948 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Perryman Financial Advisory held 56,241 shares of JPMorgan Chase worth $18.4M as of Q2 2026.
  • Perryman Financial Advisory bought 580 JPMorgan Chase shares in Q2 2026, an estimated $180K.
  • JPMorgan Chase made up 2.45% of Perryman Financial Advisory's portfolio in Q2 2026, its #7 holding.
  • Perryman Financial Advisory first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 2,948 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.