Petix & Botte Financial’s JPMorgan Chase JPM Stock Holding History

Petix & Botte Financial’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	$555K	Buy	1,696 +848	+100%	+$263K	0.11%	89
2026 Q1	$499K	Sell	848 -768	-48%	-$233K	0.11%	86
2025 Q4	$521K	Hold	1,616	–	–	0.12%	81
2025 Q3	$510K	Hold	1,616	–	–	0.12%	84
2025 Q2	$468K	Hold	1,616	–	–	0.12%	90
2025 Q1	$396K	Hold	1,616	–	–	0.1%	94
2024 Q4	$387K	Hold	1,616	–	–	0.1%	98
2024 Q3	$341K	Hold	1,616	–	–	0.09%	92
2024 Q2	$327K	Buy	+1,616	New	+$316K	0.09%	89
2024 Q1	–	Sell	-1,616	Closed	-$275K	–	151
2023 Q4	$275K	Hold	1,616	–	–	0.08%	101
2023 Q3	$234K	Buy	+1,616	New	+$242K	0.07%	107
2022 Q2	–	Sell	-2,014	Closed	-$275K	–	93
2022 Q1	$275K	Buy	+2,014	New	+$297K	0.08%	93
2021 Q4	–	Sell	-2,014	Closed	-$329K	–	96
2021 Q3	$329K	Buy	+2,014	New	+$316K	0.11%	80

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 $3.38T AUM 44.17% 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

Petix & Botte Financial's JPM Position: Q2 2026 in Review

Petix & Botte Financial increased its JPMorgan Chase (JPM) stake by 100% in Q2 2026, buying an estimated $263K and bringing the position to 1,696 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #89.

Petix & Botte Financial first reported a position in JPM in Q3 2021 and has held it in 13 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Petix & Botte Financial held 1,696 shares of JPMorgan Chase worth $555K as of Q2 2026.
Petix & Botte Financial bought 848 JPMorgan Chase shares in Q2 2026, an estimated $263K.
JPMorgan Chase made up 0.11% of Petix & Botte Financial's portfolio in Q2 2026, its #89 holding.
Petix & Botte Financial first reported a position in JPMorgan Chase in Q3 2021 and has held it in 13 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.