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Promethium Advisors’s JPMorgan Chase JPM Stock Holding History

Promethium 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 		$2.35M Sell
7,174
-550
-7% -$171K 1.13% 28
2026
Q1 		$2.27M Buy
7,724
+365
+5% +$111K 1.18% 27
2025
Q4 		$2.37M Sell
7,359
-155
-2% -$48K 1.28% 25
2025
Q3 		$2.37M Sell
7,514
-490
-6% -$146K 1.36% 21
2025
Q2 		$2.32M Buy
8,004
+390
+5% +$99.5K 1.41% 25
2025
Q1 		$1.87M Sell
7,614
-1,151
-13% -$293K 1.2% 30
2024
Q4 		$2.1M Sell
8,765
-124
-1% -$28.9K 1.44% 21
2024
Q3 		$1.87M Buy
+8,889
New +$1.87M 1.32% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Promethium Advisors's JPM Position: Q2 2026 in Review

Promethium Advisors reduced its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, selling an estimated $171K and leaving 7,174 shares worth $2.35M. The position accounts for 1.13% of the portfolio, ranked #28.

Promethium Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Promethium Advisors held 7,174 shares of JPMorgan Chase worth $2.35M as of Q2 2026.
  • Promethium Advisors sold 550 JPMorgan Chase shares in Q2 2026, an estimated $171K.
  • JPMorgan Chase made up 1.13% of Promethium Advisors's portfolio in Q2 2026, its #28 holding.
  • Promethium Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • Promethium Advisors's JPMorgan Chase position peaked at $2.37M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Promethium Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.