PCA
JPM icon

Private Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Private Capital 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 		$330K Hold
1,007
– – 0.03% 58
2026
Q1 		$296K Sell
1,007
-450
-31% -$137K 0.03% 61
2025
Q4 		$469K Buy
1,457
+7
+0.5% +$2.17K 0.05% 58
2025
Q3 		$457K Sell
1,450
-150
-9% -$44.6K 0.05% 60
2025
Q2 		$464K Hold
1,600
– – 0.06% 54
2025
Q1 		$392K Hold
1,600
– – 0.05% 53
2024
Q4 		$384K Hold
1,600
– – 0.05% 56
2024
Q3 		$337K Hold
1,600
– – 0.04% 59
2024
Q2 		$324K Hold
1,600
– – 0.04% 65
2024
Q1 		$320K Hold
1,600
– – 0.04% 66
2023
Q4 		$272K Hold
1,600
– – 0.04% 64
2023
Q3 		$222K Buy
+1,600
New +$240K 0.03% 79
2020
Q4 		– Sell
-64,937
Closed -$6.25M – 105
2020
Q3 		$6.25M Sell
64,937
-455
-0.7% -$44.7K 1.45% 30
2020
Q2 		$6.15M Buy
65,392
+3,302
+5% +$313K 1.59% 25
2020
Q1 		$5.59M Sell
62,090
-5,735
-8% -$697K 1.77% 22
2019
Q4 		$9.46M Sell
67,825
-625
-0.9% -$80.2K 2.32% 16
2019
Q3 		$8.06M Sell
68,450
-2,600
-4% -$294K 2.24% 17
2019
Q2 		$7.94M Buy
+71,050
New +$7.83M 2.25% 17
2017
Q3 		– Sell
-4,632
Closed -$423K – 114
2017
Q2 		$423K Buy
4,632
+500
+12% +$43.1K 0.14% 100
2017
Q1 		$363K Sell
4,132
-37,350
-90% -$3.3M 0.12% 97
2016
Q4 		$3.58M Sell
41,482
-50
-0.1% -$3.81K 1.23% 31
2016
Q3 		$2.77M Buy
41,532
+336
+0.8% +$21.9K 0.99% 34
2016
Q2 		$2.56M Sell
41,196
-580
-1% -$36.2K 0.97% 38
2016
Q1 		$2.47M Buy
+41,776
New +$2.44M 1.1% 32
2014
Q1 		– Sell
-3,558
Closed -$208K – 107
2013
Q4 		$208K Buy
+3,558
New +$195K 0.07% 103

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Private Capital Advisors's JPM Position: Q2 2026 in Review

Private Capital Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,007 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #58.

Private Capital Advisors first reported a position in JPM in Q4 2013 and has held it in 25 quarters since. The position peaked at $9.46M in Q4 2019. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Private Capital Advisors held 1,007 shares of JPMorgan Chase worth $330K as of Q2 2026.
  • Private Capital Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.03% of Private Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • Private Capital Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 25 quarters since.
  • Private Capital Advisors's JPMorgan Chase position peaked at $9.46M in Q4 2019.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.