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PFG Advisors’s JPMorgan Chase JPM Stock Holding History

PFG 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 		$10.2M Sell
31,203
-5,592
-15% -$1.74M 0.51% 38
2026
Q1 		$10.8M Buy
36,795
+777
+2% +$236K 0.53% 37
2025
Q4 		$11.6M Sell
36,018
-16,644
-32% -$5.15M 0.56% 41
2025
Q3 		$16.6M Buy
52,662
+2,935
+6% +$873K 0.68% 24
2025
Q2 		$14.4M Buy
49,727
+8,097
+19% +$2.07M 0.67% 22
2025
Q1 		$10.2M Buy
41,630
+8,115
+24% +$2.07M 0.57% 38
2024
Q4 		$8.03M Sell
33,515
-1,156
-3% -$269K 0.49% 50
2024
Q3 		$7.31M Sell
34,671
-2,823
-8% -$595K 0.46% 51
2024
Q2 		$7.58M Buy
37,494
+623
+2% +$122K 0.51% 47
2024
Q1 		$7.39M Sell
36,871
-666
-2% -$120K 0.54% 40
2023
Q4 		$6.38M Buy
37,537
+1,759
+5% +$267K 0.52% 45
2023
Q3 		$5.19M Sell
35,778
-17,922
-33% -$2.69M 0.47% 53
2023
Q2 		$7.81M Buy
53,700
+198
+0.4% +$27.2K 0.59% 31
2023
Q1 		$6.97M Buy
53,502
+872
+2% +$119K 0.58% 32
2022
Q4 		$7.06M Buy
52,630
+5,289
+11% +$670K 0.69% 24
2022
Q3 		$4.95M Buy
47,341
+3,840
+9% +$441K 0.57% 32
2022
Q2 		$4.9M Buy
43,501
+2,628
+6% +$326K 0.55% 24
2022
Q1 		$5.57M Buy
40,873
+3,235
+9% +$478K 0.56% 25
2021
Q4 		$5.96M Buy
37,638
+421
+1% +$69.1K 0.59% 29
2021
Q3 		$6.09M Buy
37,217
+934
+3% +$146K 0.67% 23
2021
Q2 		$5.64M Buy
36,283
+456
+1% +$71.6K 0.65% 26
2021
Q1 		$5.45M Buy
35,827
+14,820
+71% +$2.13M 0.7% 23
2020
Q4 		$2.67M Sell
21,007
-83
-0.4% -$9.28K 0.45% 57
2020
Q3 		$2.1M Buy
21,090
+1,070
+5% +$105K 0.4% 65
2020
Q2 		$1.93M Buy
20,020
+687
+4% +$65.2K 0.43% 67
2020
Q1 		$1.77M Sell
19,333
-402
-2% -$48.8K 0.48% 65
2019
Q4 		$2.7M Buy
19,735
+2,226
+13% +$285K 0.66% 36
2019
Q3 		$1.97M Buy
17,509
+724
+4% +$81.9K 0.54% 46
2019
Q2 		$1.95M Buy
16,785
+2,077
+14% +$229K 0.53% 44
2019
Q1 		$1.71M Sell
14,708
-946
-6% -$97.5K 0.52% 48
2018
Q4 		$1.61M Buy
+15,654
New +$1.67M 0.5% 55

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFG Advisors's JPM Position: Q2 2026 in Review

PFG Advisors reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $1.74M and leaving 31,203 shares worth $10.2M. The position accounts for 0.51% of the portfolio, ranked #38.

PFG Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.6M in Q3 2025. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PFG Advisors held 31,203 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • PFG Advisors sold 5,592 JPMorgan Chase shares in Q2 2026, an estimated $1.74M.
  • JPMorgan Chase made up 0.51% of PFG Advisors's portfolio in Q2 2026, its #38 holding.
  • PFG Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's JPMorgan Chase position peaked at $16.6M in Q3 2025.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.