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Private Advisor Group’s JPMorgan Chase JPM Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-31,500
Closed -$45.7K – 2380
2023
Q3 		$45.7K Buy
+31,500
New +$4.72M ﹤0.01% 2046

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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. 2,280 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.
  • 2,280 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.