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PSI Advisors’s JPMorgan Chase JPM Stock Holding History

PSI 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 		$1.62M Buy
4,942
+491
+11% +$152K 0.38% 41
2026
Q1 		$1.31M Buy
4,451
+480
+12% +$146K 0.31% 48
2025
Q4 		$1.28M Buy
3,971
+167
+4% +$51.7K 0.32% 42
2025
Q3 		$1.2M Sell
3,804
-280
-7% -$83.3K 0.31% 43
2025
Q2 		$1.18M Sell
4,084
-207
-5% -$52.8K 0.58% 27
2025
Q1 		$1.05M Sell
4,291
-269
-6% -$68.6K 0.34% 40
2024
Q4 		$1.09M Buy
4,560
+2
+0% +$466 0.32% 46
2024
Q3 		$961K Buy
4,558
+2
+0% +$421 0.28% 54
2024
Q2 		$921K Sell
4,556
-50
-1% -$9.78K 0.29% 54
2024
Q1 		$923K Sell
4,606
-1,470
-24% -$265K 0.33% 54
2023
Q4 		$1.03M Sell
6,076
-107
-2% -$16.2K 0.39% 48
2023
Q3 		$897K Sell
6,183
-2,489
-29% -$373K 0.39% 46
2023
Q2 		$1.26M Buy
8,672
+260
+3% +$35.8K 0.55% 35
2023
Q1 		$1.1M Sell
8,412
-149
-2% -$20.4K 0.53% 38
2022
Q4 		$1.15M Buy
8,561
+165
+2% +$20.9K 0.61% 32
2022
Q3 		$877K Sell
8,396
-388
-4% -$44.5K 0.46% 43
2022
Q2 		$989K Sell
8,784
-185
-2% -$22.9K 0.49% 43
2022
Q1 		$1.22M Buy
8,969
+51
+0.6% +$7.53K 0.5% 42
2021
Q4 		$1.41M Buy
8,918
+30
+0.3% +$4.93K 0.57% 36
2021
Q3 		$1.45M Buy
8,888
+1,307
+17% +$205K 0.67% 29
2021
Q2 		$1.18M Buy
7,581
+2,058
+37% +$323K 0.62% 37
2021
Q1 		$840K Buy
5,523
+191
+4% +$27.5K 0.49% 46
2020
Q4 		$677K Sell
5,332
-1,983
-27% -$222K 0.47% 50
2020
Q3 		$704K Buy
7,315
+870
+13% +$85.4K 0.54% 37
2020
Q2 		$606K Buy
6,445
+2,575
+67% +$244K 0.49% 49
2020
Q1 		$348K Buy
3,870
+916
+31% +$111K 0.32% 63
2019
Q4 		$411K Buy
+2,954
New +$379K 0.26% 78

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

PSI Advisors's JPM Position: Q2 2026 in Review

PSI Advisors increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $152K and bringing the position to 4,942 shares worth $1.62M. The position accounts for 0.38% of the portfolio, ranked #41.

PSI Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PSI Advisors held 4,942 shares of JPMorgan Chase worth $1.62M as of Q2 2026.
  • PSI Advisors bought 491 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 0.38% of PSI Advisors's portfolio in Q2 2026, its #41 holding.
  • PSI Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.