Petra Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Petra 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	$276K	Buy	+842	New	+$261K	0.13%	145
2026 Q1	–	Sell	-3,730	Closed	-$1.2M	–	132
2025 Q4	$1.2M	Buy	3,730 +267	+8%	+$82.7K	0.71%	44
2025 Q3	$1.09M	Buy	3,463 +2,434	+237%	+$724K	0.64%	43
2025 Q2	$298K	Sell	1,029 -11	-1%	-$2.81K	0.19%	116
2025 Q1	$255K	Sell	1,040 -59	-5%	-$15K	0.21%	103
2024 Q4	$263K	Sell	1,099 -61	-5%	-$14.2K	0.18%	120
2024 Q3	$245K	Buy	1,160 +165	+17%	+$34.8K	0.16%	122
2024 Q2	$201K	Buy	+995	New	+$195K	0.14%	117

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Petra Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 842 shares worth $276K. The stake represents 0.13% of the portfolio and ranks #145 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in JPM as recently as Q4 2025.

Petra Financial Advisors first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2025. 2,429 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Petra Financial Advisors held 842 shares of JPMorgan Chase worth $276K as of Q2 2026.
JPMorgan Chase was a new Petra Financial Advisors position in Q2 2026.
JPMorgan Chase made up 0.13% of Petra Financial Advisors's portfolio in Q2 2026, its #145 holding.
Petra Financial Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
Petra Financial Advisors's JPMorgan Chase position peaked at $1.2M in Q4 2025.
2,429 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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