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Procyon Advisors’s JPMorgan Chase JPM Stock Holding History

Procyon 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 		$18.9M Sell
57,623
-1,443
-2% -$448K 0.81% 28
2026
Q1 		$17.4M Sell
59,066
-1,026
-2% -$311K 0.85% 25
2025
Q4 		$19.4M Buy
60,092
+9,370
+18% +$2.9M 0.96% 23
2025
Q3 		$16M Sell
50,722
-6,030
-11% -$1.79M 0.95% 23
2025
Q2 		$16.5M Sell
56,752
-33,745
-37% -$8.61M 1.54% 12
2025
Q1 		$22.2M Buy
90,497
+564
+0.6% +$144K 1.34% 14
2024
Q4 		$21.6M Buy
89,933
+833
+0.9% +$194K 1.37% 16
2024
Q3 		$18.8M Sell
89,100
-2,293
-3% -$483K 1.28% 14
2024
Q2 		$18.5M Sell
91,393
-1,108
-1% -$217K 1.37% 14
2024
Q1 		$18.5M Sell
92,501
-170
-0.2% -$30.7K 1.44% 15
2023
Q4 		$15.8M Buy
92,671
+10,066
+12% +$1.53M 1.34% 16
2023
Q3 		$12M Buy
82,605
+13,530
+20% +$2.03M 1.23% 15
2023
Q2 		$10M Buy
69,075
+14,628
+27% +$2.01M 1.26% 14
2023
Q1 		$7.09M Buy
54,447
+5,162
+10% +$707K 1.18% 16
2022
Q4 		$6.61M Buy
49,285
+10,493
+27% +$1.33M 1.21% 15
2022
Q3 		$4.05M Buy
38,792
+1,572
+4% +$180K 0.99% 20
2022
Q2 		$4.19M Buy
37,220
+1,663
+5% +$206K 0.92% 24
2022
Q1 		$4.85M Buy
35,557
+6,298
+22% +$930K 1% 18
2021
Q4 		$4.63M Buy
29,259
+2,404
+9% +$395K 0.99% 20
2021
Q3 		$4.4M Buy
26,855
+2,338
+10% +$367K 1.12% 19
2021
Q2 		$3.81M Buy
24,517
+1,551
+7% +$244K 1.04% 25
2021
Q1 		$3.5M Buy
22,966
+44
+0.2% +$6.33K 1.56% 14
2020
Q4 		$2.91M Buy
22,922
+728
+3% +$81.4K 1.42% 13
2020
Q3 		$2.14M Buy
22,194
+432
+2% +$42.4K 1.19% 16
2020
Q2 		$2.05M Buy
21,762
+5,259
+32% +$499K 1.09% 16
2020
Q1 		$1.49M Buy
16,503
+2,888
+21% +$351K 0.99% 23
2019
Q4 		$1.9M Buy
+13,615
New +$1.75M 1.16% 19

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
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
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

Procyon Advisors's JPM Position: Q2 2026 in Review

Procyon Advisors reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $448K and leaving 57,623 shares worth $18.9M. The position accounts for 0.81% of the portfolio, ranked #28.

Procyon Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.2M in Q1 2025. 1,875 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Procyon Advisors held 57,623 shares of JPMorgan Chase worth $18.9M as of Q2 2026.
  • Procyon Advisors sold 1,443 JPMorgan Chase shares in Q2 2026, an estimated $448K.
  • JPMorgan Chase made up 0.81% of Procyon Advisors's portfolio in Q2 2026, its #28 holding.
  • Procyon Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's JPMorgan Chase position peaked at $22.2M in Q1 2025.
  • 1,875 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.