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Phoenix Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Phoenix Wealth 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 		$4.47M Sell
13,655
-164
-1% -$50.9K 1.51% 18
2026
Q1 		$4.07M Sell
13,819
-498
-3% -$151K 1.61% 19
2025
Q4 		$4.61M Buy
14,317
+102
+0.7% +$31.6K 1.77% 15
2025
Q3 		$4.48M Buy
14,215
+46
+0.3% +$13.7K 1.72% 17
2025
Q2 		$4.11M Sell
14,169
-974
-6% -$249K 1.72% 16
2025
Q1 		$3.71M Sell
15,143
-1,819
-11% -$464K 1.62% 15
2024
Q4 		$4.07M Sell
16,962
-449
-3% -$105K 1.76% 16
2024
Q3 		$3.67M Sell
17,411
-1,982
-10% -$417K 1.7% 13
2024
Q2 		$3.92M Sell
19,393
-443
-2% -$86.6K 1.97% 10
2024
Q1 		$3.97M Sell
19,836
-1,638
-8% -$296K 2.42% 8
2023
Q4 		$3.7M Sell
21,474
-221
-1% -$33.5K 2.57% 7
2023
Q3 		$3.15M Buy
21,695
+382
+2% +$57.3K 1.85% 11
2023
Q2 		$3.1M Sell
21,313
-198
-0.9% -$27.2K 1.8% 12
2023
Q1 		$2.8M Sell
21,511
-1,127
-5% -$154K 1.74% 15
2022
Q4 		$3.04M Buy
22,638
+610
+3% +$77.3K 1.83% 13
2022
Q3 		$2.3M Sell
22,028
-66
-0.3% -$7.57K 2.3% 17
2022
Q2 		$2.49M Buy
22,094
+499
+2% +$61.8K 2.45% 14
2022
Q1 		$2.84M Buy
21,595
+261
+1% +$38.5K 2.94% 13
2021
Q4 		$3.38M Buy
21,334
+1,208
+6% +$198K 2.55% 7
2021
Q3 		$3.29M Buy
20,126
+91
+0.5% +$14.3K 2.46% 4
2021
Q2 		$3.07M Sell
20,035
-186
-0.9% -$29.2K 2.22% 5
2021
Q1 		$3.11M Sell
20,221
-1,237
-6% -$178K 2.42% 5
2020
Q4 		$2.73M Buy
+21,458
New +$2.4M 2.07% 9

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

Phoenix Wealth Advisors's JPM Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $50.9K and leaving 13,655 shares worth $4.47M. The position accounts for 1.51% of the portfolio, ranked #18.

Phoenix Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.61M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Phoenix Wealth Advisors held 13,655 shares of JPMorgan Chase worth $4.47M as of Q2 2026.
  • Phoenix Wealth Advisors sold 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Chase made up 1.51% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Phoenix Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's JPMorgan Chase position peaked at $4.61M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.