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Pettinga Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Pettinga 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 		$268K Sell
818
-288
-26% -$89.4K 0.04% 130
2026
Q1 		$325K Buy
1,106
+115
+12% +$34.9K 0.06% 116
2025
Q4 		$319K Buy
991
+288
+41% +$89.2K 0.06% 111
2025
Q3 		$222K Hold
703
– – 0.04% 127
2025
Q2 		$204K Buy
+703
New +$179K 0.04% 130

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $89.4K and leaving 818 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #130.

Pettinga Financial Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q1 2026. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pettinga Financial Advisors held 818 shares of JPMorgan Chase worth $268K as of Q2 2026.
  • Pettinga Financial Advisors sold 288 JPMorgan Chase shares in Q2 2026, an estimated $89.4K.
  • JPMorgan Chase made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #130 holding.
  • Pettinga Financial Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Pettinga Financial Advisors's JPMorgan Chase position peaked at $325K in Q1 2026.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.