Private Advisor Group’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 | $100M | Sell |
306,392
-59,002
| -16% | -$18.3M | 0.46% | 32 |
|
|
2026
Q1 | $107M | Sell |
365,394
-7,759
| -2% | -$2.35M | 0.5% | 32 |
|
|
2025
Q4 | $120M | Buy |
373,153
+8,066
| +2% | +$2.5M | 0.57% | 27 |
|
|
2025
Q3 | $115M | Sell |
365,087
-895
| -0.2% | -$266K | 0.57% | 25 |
|
|
2025
Q2 | $106M | Buy |
365,982
+14,748
| +4% | +$3.76M | 0.57% | 27 |
|
|
2025
Q1 | $86.2M | Sell |
351,234
-247,828
| -41% | -$63.2M | 0.52% | 25 |
|
|
2024
Q4 | $144M | Buy |
599,062
+266,320
| +80% | +$62M | 0.81% | 19 |
|
|
2024
Q3 | $70.5M | Sell |
332,742
-86
| -0% | -$18.1K | 0.44% | 35 |
|
|
2024
Q2 | $67M | Buy |
332,828
+550
| +0.2% | +$108K | 0.45% | 34 |
|
|
2024
Q1 | $66.6M | Sell |
332,278
-11,513
| -3% | -$2.08M | 0.48% | 31 |
|
|
2023
Q4 | $58.5M | Buy |
343,791
+16,584
| +5% | +$2.51M | 0.45% | 35 |
|
|
2023
Q3 | $47.4M | Sell |
327,207
-6,558
| -2% | -$983K | 0.42% | 47 |
|
|
2023
Q2 | $49.4M | Buy |
333,765
+10,829
| +3% | +$1.49M | 0.43% | 41 |
|
|
2023
Q1 | $42.1M | Buy |
322,936
+21,134
| +7% | +$2.9M | 0.4% | 49 |
|
|
2022
Q4 | $7.28M | Buy |
301,802
+856
| +0.3% | +$108K | 0.37% | 52 |
|
|
2022
Q3 | $31.4M | Sell |
300,946
-81,992
| -21% | -$9.41M | 0.36% | 56 |
|
|
2022
Q2 | $43.1M | Sell |
382,938
-20,092
| -5% | -$2.49M | 0.38% | 53 |
|
|
2022
Q1 | $54.9M | Buy |
403,030
+62,615
| +18% | +$9.24M | 0.42% | 47 |
|
|
2021
Q4 | $53.9M | Sell |
340,415
-94,335
| -22% | -$15.5M | 0.4% | 45 |
|
|
2021
Q3 | $71.2M | Buy |
434,750
+134,409
| +45% | +$21.1M | 0.45% | 41 |
|
|
2021
Q2 | $46.7M | Sell |
300,341
-9,628
| -3% | -$1.51M | 0.41% | 45 |
|
|
2021
Q1 | $47.2M | Buy |
309,969
+20,386
| +7% | +$2.93M | 0.45% | 42 |
|
|
2020
Q4 | $36.8M | Sell |
289,583
-8,992
| -3% | -$1.01M | 0.38% | 51 |
|
|
2020
Q3 | $28M | Buy |
298,575
+1,257
| +0.4% | +$123K | 0.36% | 56 |
|
|
2020
Q2 | $27.4M | Buy |
297,318
+40,607
| +16% | +$3.85M | 0.38% | 51 |
|
|
2020
Q1 | $23.1M | Buy |
256,711
+14,254
| +6% | +$1.73M | 0.42% | 40 |
|
|
2019
Q4 | $33.8M | Sell |
242,457
-31,434
| -11% | -$4.03M | 0.53% | 30 |
|
|
2019
Q3 | $32.7M | Buy |
273,891
+43,083
| +19% | +$4.87M | 0.51% | 29 |
|
|
2019
Q2 | $25.8M | Sell |
230,808
-9,609
| -4% | -$1.06M | 0.47% | 34 |
|
|
2019
Q1 | $24.4M | Buy |
240,417
+35,291
| +17% | +$3.64M | 0.48% | 34 |
|
|
2018
Q4 | $20M | Sell |
205,126
-16,566
| -7% | -$1.77M | 0.48% | 36 |
|
|
2018
Q3 | $25M | Buy |
221,692
+65,087
| +42% | +$7.39M | 0.51% | 29 |
|
|
2018
Q2 | $16.4M | Buy |
156,605
+34,151
| +28% | +$3.75M | 0.27% | 25 |
|
|
2018
Q1 | $13.5M | Sell |
122,454
-28,711
| -19% | -$3.25M | 0.53% | 38 |
|
|
2017
Q4 | $16.4M | Sell |
151,165
-65,433
| -30% | -$6.63M | 0.69% | 20 |
|
|
2017
Q3 | $20.9M | Buy |
216,598
+23,859
| +12% | +$2.2M | 0.52% | 36 |
|
|
2017
Q2 | $18M | Sell |
192,739
-4,146
| -2% | -$358K | 0.49% | 41 |
|
|
2017
Q1 | $17M | Buy |
196,885
+5,936
| +3% | +$524K | 0.48% | 41 |
|
|
2016
Q4 | $16.6M | Buy |
190,949
+61,018
| +47% | +$4.65M | 0.54% | 29 |
|
|
2016
Q3 | $8.65M | Sell |
129,931
-17,109
| -12% | -$1.12M | 0.35% | 64 |
|
|
2016
Q2 | $8.86M | Buy |
147,040
+48,657
| +49% | +$3.04M | 0.36% | 64 |
|
|
2016
Q1 | $5.92M | Sell |
98,383
-3,253
| -3% | -$190K | 0.29% | 83 |
|
|
2015
Q4 | $6.71M | Sell |
101,636
-1,834
| -2% | -$119K | 0.32% | 70 |
|
|
2015
Q3 | $6.31M | Buy |
103,470
+13,270
| +15% | +$869K | 0.35% | 62 |
|
|
2015
Q2 | $6.1M | Buy |
90,200
+9,211
| +11% | +$601K | 0.29% | 65 |
|
|
2015
Q1 | $4.91M | Buy |
80,989
+4,873
| +6% | +$289K | 0.28% | 70 |
|
|
2014
Q4 | $4.76M | Buy |
76,116
+9,816
| +15% | +$591K | 0.31% | 72 |
|
|
2014
Q3 | $3.99M | Buy |
66,300
+12,745
| +24% | +$745K | 0.28% | 83 |
|
|
2014
Q2 | $3.09M | Buy |
53,555
+2,391
| +5% | +$134K | 0.27% | 86 |
|
|
2014
Q1 | $3.11M | Buy |
51,164
+707
| +1% | +$40.9K | 0.33% | 74 |
|
|
2013
Q4 | $2.95M | Buy |
+50,457
| New | +$2.76M | 0.33% | 65 |
|
Other funds holding JPM
Private Advisor Group's JPM Position: Q2 2026 in Review
Private Advisor Group reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $18.3M and leaving 306,392 shares worth $100M. The position accounts for 0.46% of the portfolio, ranked #32.
Private Advisor Group first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $144M in Q4 2024. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Private Advisor Group held 306,392 shares of JPMorgan Chase worth $100M as of Q2 2026.
- Private Advisor Group sold 59,002 JPMorgan Chase shares in Q2 2026, an estimated $18.3M.
- JPMorgan Chase made up 0.46% of Private Advisor Group's portfolio in Q2 2026, its #32 holding.
- Private Advisor Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
- Private Advisor Group's JPMorgan Chase position peaked at $144M in Q4 2024.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.