PKS Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.25M Buy
9,943
+471
+5% +$146K 0.52% 35
2026
Q1
$2.79M Buy
9,472
+4,050
+75% +$1.23M 0.65% 31
2025
Q4
$1.75M Sell
5,422
-56
-1% -$17.3K 0.4% 50
2025
Q3
$1.73M Buy
5,478
+113
+2% +$33.6K 0.36% 51
2025
Q2
$1.56M Buy
5,365
+149
+3% +$38K 0.38% 53
2025
Q1
$1.28M Buy
5,216
+96
+2% +$24.5K 0.35% 57
2024
Q4
$1.23M Buy
+5,120
New +$1.19M 0.31% 56

Other funds holding JPM

PKS Advisory Services's JPM Position: Q2 2026 in Review

PKS Advisory Services increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $146K and bringing the position to 9,943 shares worth $3.25M. The position accounts for 0.52% of the portfolio, ranked #35.

PKS Advisory Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PKS Advisory Services held 9,943 shares of JPMorgan Chase worth $3.25M as of Q2 2026.
  • PKS Advisory Services bought 471 JPMorgan Chase shares in Q2 2026, an estimated $146K.
  • JPMorgan Chase made up 0.52% of PKS Advisory Services's portfolio in Q2 2026, its #35 holding.
  • PKS Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.