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Providence Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Providence Financial 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 		$286K Sell
875
-5
-0.6% -$1.55K 0.16% 49
2026
Q1 		$259K Buy
880
+147
+20% +$44.6K 0.15% 48
2025
Q4 		$236K Hold
733
– – 0.24% 45
2025
Q3 		$231K Buy
+733
New +$218K 0.22% 45

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Providence Financial Advisors's JPM Position: Q2 2026 in Review

Providence Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.57% in Q2 2026, selling an estimated $1.55K and leaving 875 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #49.

Providence Financial Advisors first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Providence Financial Advisors held 875 shares of JPMorgan Chase worth $286K as of Q2 2026.
  • Providence Financial Advisors sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.16% of Providence Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Providence Financial Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.