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Realta Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Realta Investment 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 		– Sell
-5,691
Closed -$1.67M – 396
2026
Q1 		$1.67M Sell
5,691
-1,077
-16% -$327K 0.58% 46
2025
Q4 		$2.18M Buy
6,768
+165
+2% +$51.1K 0.71% 34
2025
Q3 		$2.08M Buy
6,603
+539
+9% +$160K 0.7% 37
2025
Q2 		$1.76M Buy
6,064
+91
+2% +$23.2K 0.69% 36
2025
Q1 		$1.47M Buy
5,973
+150
+3% +$38.2K 0.67% 40
2024
Q4 		$1.42M Sell
5,823
-1,105
-16% -$257K 0.58% 42
2024
Q3 		$1.53M Sell
6,928
-12,291
-64% -$2.59M 0.71% 33
2024
Q2 		$3.89M Buy
19,219
+573
+3% +$112K 0.76% 19
2024
Q1 		$3.73M Buy
18,646
+1,094
+6% +$197K 0.77% 18
2023
Q4 		$2.99M Sell
17,552
-1,322
-7% -$200K 0.67% 20
2023
Q3 		$2.74M Sell
18,874
-349
-2% -$52.3K 0.63% 22
2023
Q2 		$2.8M Buy
19,223
+789
+4% +$109K 0.61% 23
2023
Q1 		$2.4M Sell
18,434
-632
-3% -$86.6K 0.58% 29
2022
Q4 		$2.56M Buy
19,066
+282
+2% +$35.7K 0.62% 27
2022
Q3 		$1.96M Buy
18,784
+873
+5% +$100K 0.51% 36
2022
Q2 		$2.04M Buy
17,911
+120
+0.7% +$14.9K 0.5% 40
2022
Q1 		$2.42M Buy
17,791
+1,565
+10% +$231K 0.48% 36
2021
Q4 		$2.57M Buy
16,226
+571
+4% +$93.8K 0.57% 34
2021
Q3 		$2.56M Sell
15,655
-40
-0.3% -$6.27K 0.6% 30
2021
Q2 		$2.44M Buy
15,695
+784
+5% +$123K 0.58% 36
2021
Q1 		$2.27M Buy
14,911
+1,201
+9% +$173K 0.6% 36
2020
Q4 		$1.74M Buy
13,710
+463
+3% +$51.8K 0.49% 45
2020
Q3 		$1.27M Sell
13,247
-186
-1% -$18.3K 0.43% 49
2020
Q2 		$1.26M Buy
13,433
+1,688
+14% +$160K 0.42% 52
2020
Q1 		$1.06M Sell
11,745
-831
-7% -$101K 0.45% 48
2019
Q4 		$1.66M Buy
12,576
+235
+2% +$30.1K 0.45% 36
2019
Q3 		$1.46M Sell
12,341
-2,574
-17% -$291K 0.4% 43
2019
Q2 		$1.67M Buy
14,915
+2,775
+23% +$306K 0.46% 36
2019
Q1 		$1.23M Buy
+12,140
New +$1.25M 0.56% 26

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

Realta Investment Advisors's JPM Position: Q2 2026 in Review

Realta Investment Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 5,691 shares — an estimated $1.67M sold.

Realta Investment Advisors first reported a position in JPM in Q1 2019 and held it in 29 quarters. The position peaked at $3.89M in Q2 2024. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Realta Investment Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 5,691 JPMorgan Chase shares in Q2 2026, an estimated $1.67M.
  • Realta Investment Advisors first reported a position in JPMorgan Chase in Q1 2019 and held it in 29 quarters.
  • Realta Investment Advisors's JPMorgan Chase position peaked at $3.89M in Q2 2024.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.