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Quantum Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Quantum 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 		$3.11M Buy
9,511
+180
+2% +$55.9K 0.31% 48
2026
Q1 		$2.74M Buy
9,331
+6
+0.1% +$1.82K 0.31% 49
2025
Q4 		$3M Buy
9,325
+3,072
+49% +$951K 0.34% 49
2025
Q3 		$1.97M Hold
6,253
– – 0.24% 56
2025
Q2 		$1.81M Hold
6,253
– – 0.25% 56
2025
Q1 		$1.53M Sell
6,253
-37
-0.6% -$9.43K 0.23% 58
2024
Q4 		$1.51M Sell
6,290
-27
-0.4% -$6.29K 0.23% 55
2024
Q3 		$1.33M Buy
6,317
+336
+6% +$70.8K 0.21% 59
2024
Q2 		$1.21M Buy
5,981
+1
+0% +$196 0.21% 58
2024
Q1 		$1.2M Buy
5,980
+1,476
+33% +$266K 0.22% 57
2023
Q4 		$766K Sell
4,504
-1,449
-24% -$220K 0.19% 38
2023
Q3 		$863K Buy
5,953
+1,562
+36% +$234K 0.25% 31
2023
Q2 		$639K Hold
4,391
– – 0.19% 34
2023
Q1 		$572K Buy
4,391
+37
+0.8% +$5.07K 0.18% 36
2022
Q4 		$584K Buy
4,354
+51
+1% +$6.46K 0.26% 29
2022
Q3 		$450K Hold
4,303
– – 0.2% 36
2022
Q2 		$509K Buy
+4,303
New +$533K 0.19% 38

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Quantum Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $55.9K and bringing the position to 9,511 shares worth $3.11M. The position accounts for 0.31% of the portfolio, ranked #48.

Quantum Financial Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. 3,385 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Quantum Financial Advisors held 9,511 shares of JPMorgan Chase worth $3.11M as of Q2 2026.
  • Quantum Financial Advisors bought 180 JPMorgan Chase shares in Q2 2026, an estimated $55.9K.
  • JPMorgan Chase made up 0.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Quantum Financial Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • 3,385 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.