Quattro Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Quattro 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	$917K	Buy	+2,800	New	+$870K	0.2%	71
2024 Q2	–	Sell	-40,000	Closed	-$8.01M	–	82
2024 Q1	$8.01M	Buy	+40,000	New	+$7.22M	2.28%	13
2023 Q4	–	Sell	-47,700	Closed	-$6.92M	–	84
2023 Q3	$6.92M	Sell	47,700 -2,000	-4%	-$300K	3.01%	9
2023 Q2	$7.23M	Buy	49,700 +47,700	+2,385%	+$6.56M	2.87%	11
2023 Q1	$6.48M	Sell	2,000 -7,500	-79%	-$1.03M	2.66%	12
2022 Q4	$1.27M	Buy	9,500 +1,893	+25%	+$240K	0.51%	32
2022 Q3	$795K	Buy	+7,607	New	+$873K	0.32%	48
2021 Q4	–	Sell	-15,953	Closed	-$2.7M	–	107
2021 Q3	$2.7M	Sell	15,953 -473	-3%	-$74.2K	0.72%	34
2021 Q2	$2.56M	Sell	16,426 -1,877	-10%	-$295K	0.68%	37
2021 Q1	$2.81M	Buy	18,303 +741	+4%	+$107K	0.64%	39
2020 Q4	$2.5M	Sell	17,562 -183	-1%	-$20.5K	0.66%	28
2020 Q3	$1.79M	Sell	17,745 -487	-3%	-$47.8K	0.43%	37
2020 Q2	$1.67M	Buy	+18,232	New	+$1.73M	0.44%	30

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Quattro Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,800 shares worth $917K. The stake represents 0.2% of the portfolio and ranks #71 among its holdings. This is a return to the name: Quattro Financial Advisors previously reported a position in JPM as recently as Q1 2024.

Quattro Financial Advisors first reported a position in JPM in Q2 2020 and has held it in 13 quarters since. The position peaked at $8.01M in Q1 2024. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quattro Financial Advisors held 2,800 shares of JPMorgan Chase worth $917K as of Q2 2026.
JPMorgan Chase was a new Quattro Financial Advisors position in Q2 2026.
JPMorgan Chase made up 0.2% of Quattro Financial Advisors's portfolio in Q2 2026, its #71 holding.
Quattro Financial Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 13 quarters since.
Quattro Financial Advisors's JPMorgan Chase position peaked at $8.01M in Q1 2024.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.