PAG
JPM icon

Powers Advisory Group’s JPMorgan Chase JPM Stock Holding History

Powers Advisory Group’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 		$2.04M Sell
6,227
-60
-1% -$18.6K 0.64% 27
2026
Q1 		$1.85M Sell
6,287
-45
-0.7% -$13.7K 0.65% 30
2025
Q4 		$2.04M Buy
6,332
+22
+0.3% +$6.81K 0.77% 26
2025
Q3 		$1.99M Buy
6,310
+64
+1% +$19K 0.79% 22
2025
Q2 		$1.81M Buy
6,246
+104
+2% +$26.5K 0.8% 24
2025
Q1 		$1.51M Buy
6,142
+11
+0.2% +$2.8K 0.72% 27
2024
Q4 		$1.47M Buy
6,131
+42
+0.7% +$9.78K 0.74% 24
2024
Q3 		$1.28M Sell
6,089
-13
-0.2% -$2.74K 0.64% 27
2024
Q2 		$1.23M Buy
6,102
+71
+1% +$13.9K 0.67% 26
2024
Q1 		$1.21M Buy
6,031
+226
+4% +$40.8K 0.69% 28
2023
Q4 		$987K Sell
5,805
-22
-0.4% -$3.33K 0.61% 30
2023
Q3 		$845K Sell
5,827
-83
-1% -$12.4K 0.57% 38
2023
Q2 		$860K Buy
5,910
+224
+4% +$30.8K 0.57% 37
2023
Q1 		$741K Sell
5,686
-77
-1% -$10.6K 0.52% 41
2022
Q4 		$773K Buy
5,763
+34
+0.6% +$4.31K 0.57% 38
2022
Q3 		$599K Buy
5,729
+279
+5% +$32K 0.48% 46
2022
Q2 		$614K Buy
5,450
+127
+2% +$15.7K 0.47% 49
2022
Q1 		$726K Buy
5,323
+167
+3% +$24.7K 0.51% 48
2021
Q4 		$816K Buy
+5,156
New +$847K 0.58% 44

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

Powers Advisory Group's JPM Position: Q2 2026 in Review

Powers Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.95% in Q2 2026, selling an estimated $18.6K and leaving 6,227 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #27.

Powers Advisory Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Powers Advisory Group held 6,227 shares of JPMorgan Chase worth $2.04M as of Q2 2026.
  • Powers Advisory Group sold 60 JPMorgan Chase shares in Q2 2026, an estimated $18.6K.
  • JPMorgan Chase made up 0.64% of Powers Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Powers Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's JPMorgan Chase position peaked at $2.04M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.