Probity Advisors’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 | $1.29M | Sell |
3,952
-4
| -0.1% | -$1.24K | 0.19% | 86 |
|
|
2026
Q1 | $1.16M | Sell |
3,956
-115
| -3% | -$34.9K | 0.18% | 90 |
|
|
2025
Q4 | $1.31M | Sell |
4,071
-8
| -0.2% | -$2.48K | 0.21% | 81 |
|
|
2025
Q3 | $1.29M | Sell |
4,079
-371
| -8% | -$110K | 0.21% | 80 |
|
|
2025
Q2 | $1.29M | Sell |
4,450
-770
| -15% | -$196K | 0.23% | 76 |
|
|
2025
Q1 | $1.28M | Sell |
5,220
-217
| -4% | -$55.3K | 0.25% | 73 |
|
|
2024
Q4 | $1.3M | Buy |
5,437
+432
| +9% | +$101K | 0.25% | 69 |
|
|
2024
Q3 | $1.06M | Sell |
5,005
-341
| -6% | -$71.8K | 0.2% | 94 |
|
|
2024
Q2 | $1.08M | Sell |
5,346
-303
| -5% | -$59.2K | 0.22% | 80 |
|
|
2024
Q1 | $1.13M | Sell |
5,649
-5
| -0.1% | -$902 | 0.23% | 87 |
|
|
2023
Q4 | $962K | Sell |
5,654
-1,022
| -15% | -$155K | 0.21% | 94 |
|
|
2023
Q3 | $968K | Sell |
6,676
-200
| -3% | -$30K | 0.22% | 68 |
|
|
2023
Q2 | $1M | Buy |
+6,876
| New | +$946K | 0.22% | 68 |
|
|
2022
Q4 | $927K | Hold |
6,913
| – | – | 0.21% | 76 |
|
|
2022
Q3 | $722K | Buy |
6,913
+27
| +0.4% | +$3.1K | 0.18% | 87 |
|
|
2022
Q2 | $775K | Sell |
6,886
-31
| -0.4% | -$3.84K | 0.18% | 91 |
|
|
2022
Q1 | $943K | Sell |
6,917
-674
| -9% | -$99.5K | 0.19% | 85 |
|
|
2021
Q4 | $1.2M | Sell |
7,591
-339
| -4% | -$55.7K | 0.24% | 79 |
|
|
2021
Q3 | $1.3M | Sell |
7,930
-158
| -2% | -$24.8K | 0.27% | 66 |
|
|
2021
Q2 | $1.26M | Buy |
8,088
+8
| +0.1% | +$1.26K | 0.26% | 69 |
|
|
2021
Q1 | $1.23M | Buy |
+8,080
| New | +$1.16M | 0.27% | 71 |
|
|
2020
Q3 | $798K | Sell |
8,288
-30
| -0.4% | -$2.95K | 0.23% | 84 |
|
|
2020
Q2 | $782K | Sell |
8,318
-30
| -0.4% | -$2.85K | 0.24% | 80 |
|
|
2020
Q1 | $752K | Sell |
8,348
-194
| -2% | -$23.6K | 0.28% | 72 |
|
|
2019
Q4 | $1.19M | Sell |
8,542
-354
| -4% | -$45.4K | 0.36% | 57 |
|
|
2019
Q3 | $1.05M | Buy |
8,896
+70
| +0.8% | +$7.92K | 0.34% | 62 |
|
|
2019
Q2 | $987K | Sell |
8,826
-23
| -0.3% | -$2.54K | 0.33% | 67 |
|
|
2019
Q1 | $896K | Sell |
8,849
-32
| -0.4% | -$3.3K | 0.31% | 68 |
|
|
2018
Q4 | $867K | Sell |
8,881
-40
| -0.4% | -$4.26K | 0.32% | 66 |
|
|
2018
Q3 | $1.01M | Sell |
8,921
-17
| -0.2% | -$1.93K | 0.33% | 66 |
|
|
2018
Q2 | $931K | Sell |
8,938
-40
| -0.4% | -$4.39K | 0.33% | 67 |
|
|
2018
Q1 | $987K | Sell |
8,978
-199
| -2% | -$22.5K | 0.34% | 68 |
|
|
2017
Q4 | $981K | Sell |
9,177
-497
| -5% | -$50.3K | 0.34% | 58 |
|
|
2017
Q3 | $924K | Sell |
9,674
-23
| -0.2% | -$2.12K | 0.34% | 57 |
|
|
2017
Q2 | $886K | Sell |
9,697
-370
| -4% | -$31.9K | 0.33% | 62 |
|
|
2017
Q1 | $884K | Buy |
10,067
+822
| +9% | +$72.5K | 0.34% | 60 |
|
|
2016
Q4 | $798K | Sell |
9,245
-30
| -0.3% | -$2.29K | 0.34% | 63 |
|
|
2016
Q3 | $618K | Sell |
9,275
-123
| -1% | -$8.02K | 0.27% | 77 |
|
|
2016
Q2 | $584K | Buy |
+9,398
| New | +$587K | 0.26% | 78 |
|
Other funds holding JPM
RG
Probity Advisors's JPM Position: Q2 2026 in Review
Probity Advisors reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $1.24K and leaving 3,952 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #86.
Probity Advisors first reported a position in JPM in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.31M in Q4 2025. 2,758 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Probity Advisors held 3,952 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
- Probity Advisors sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
- JPMorgan Chase made up 0.19% of Probity Advisors's portfolio in Q2 2026, its #86 holding.
- Probity Advisors first reported a position in JPMorgan Chase in Q2 2016 and has held it in 39 quarters since.
- Probity Advisors's JPMorgan Chase position peaked at $1.31M in Q4 2025.
- 2,758 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.