Powell Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Powell Investment 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	$3.09M	Sell	9,451 -402	-4%	-$125K	0.98%	17
2026 Q1	$2.9M	Hold	9,853	–	–	1%	17
2025 Q4	$3.17M	Hold	9,853	–	–	1.09%	16
2025 Q3	$3.11M	Hold	9,853	–	–	1.09%	16
2025 Q2	$2.86M	Buy	9,853 +2,731	+38%	+$697K	1.07%	16
2025 Q1	$1.75M	Hold	7,122	–	–	0.86%	19
2024 Q4	$1.71M	Hold	7,122	–	–	0.79%	21
2024 Q3	$1.5M	Buy	7,122 +40	+0.6%	+$8.43K	0.7%	24
2024 Q2	$1.43M	Sell	7,082 -175	-2%	-$34.2K	0.74%	24
2024 Q1	$1.45M	Hold	7,257	–	–	0.77%	22
2023 Q4	$1.23M	Hold	7,257	–	–	0.68%	24
2023 Q3	$1.05M	Hold	7,257	–	–	0.63%	24
2023 Q2	$1.06M	Hold	7,257	–	–	0.62%	25
2023 Q1	$946K	Buy	7,257 +3,663	+102%	+$502K	0.53%	31
2022 Q4	$482K	Buy	3,594 +12	+0.3%	+$1.52K	0.28%	60
2022 Q3	$374K	Buy	3,582 +225	+7%	+$25.8K	0.25%	72
2022 Q2	$378K	Hold	3,357	–	–	0.23%	66
2022 Q1	$458K	Buy	3,357 +62	+2%	+$9.15K	0.27%	58
2021 Q4	$522K	Hold	3,295	–	–	0.3%	48
2021 Q3	$539K	Hold	3,295	–	–	0.33%	45
2021 Q2	$513K	Hold	3,295	–	–	0.32%	43
2021 Q1	$502K	Hold	3,295	–	–	0.33%	43
2020 Q4	$419K	Hold	3,295	–	–	0.32%	45
2020 Q3	$317K	Hold	3,295	–	–	0.27%	56
2020 Q2	$310K	Hold	3,295	–	–	0.3%	57
2020 Q1	$297K	Sell	3,295 -220	-6%	-$26.7K	0.36%	55
2019 Q4	$490K	Buy	+3,515	New	+$451K	0.51%	43

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Powell Investment Advisors's JPM Position: Q2 2026 in Review

Powell Investment Advisors reduced its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, selling an estimated $125K and leaving 9,451 shares worth $3.09M. The position accounts for 0.98% of the portfolio, ranked #17.

Powell Investment Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.17M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Powell Investment Advisors held 9,451 shares of JPMorgan Chase worth $3.09M as of Q2 2026.
Powell Investment Advisors sold 402 JPMorgan Chase shares in Q2 2026, an estimated $125K.
JPMorgan Chase made up 0.98% of Powell Investment Advisors's portfolio in Q2 2026, its #17 holding.
Powell Investment Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's JPMorgan Chase position peaked at $3.17M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.