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Register Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Register 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 		$5.76M Buy
17,594
+393
+2% +$122K 1.77% 7
2026
Q1 		$5.06M Buy
17,201
+1,215
+8% +$369K 1.87% 6
2025
Q4 		$5.15M Sell
15,986
-349
-2% -$108K 2.01% 6
2025
Q3 		$5.15M Sell
16,335
-133
-0.8% -$39.6K 2.03% 7
2025
Q2 		$4.77M Sell
16,468
-950
-5% -$242K 2.08% 6
2025
Q1 		$4.27M Sell
17,418
-195
-1% -$49.7K 2.22% 7
2024
Q4 		$4.22M Sell
17,613
-537
-3% -$125K 2.12% 7
2024
Q3 		$3.83M Sell
18,150
-189
-1% -$39.8K 1.96% 9
2024
Q2 		$3.71M Sell
18,339
-276
-1% -$54K 1.87% 8
2024
Q1 		$3.73M Buy
18,615
+838
+5% +$151K 1.93% 7
2023
Q4 		$3.02M Sell
17,777
-553
-3% -$83.8K 2.02% 9
2023
Q3 		$2.66M Sell
18,330
-1,900
-9% -$285K 1.95% 8
2023
Q2 		$2.94M Buy
20,230
+488
+2% +$67.1K 2.1% 7
2023
Q1 		$2.57M Buy
19,742
+2,428
+14% +$333K 2.02% 8
2022
Q4 		$2.32M Buy
+17,314
New +$2.19M 1.48% 8

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

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

Register Financial Advisors increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $122K and bringing the position to 17,594 shares worth $5.76M. The position accounts for 1.77% of the portfolio, ranked #7.

Register Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Register Financial Advisors held 17,594 shares of JPMorgan Chase worth $5.76M as of Q2 2026.
  • Register Financial Advisors bought 393 JPMorgan Chase shares in Q2 2026, an estimated $122K.
  • JPMorgan Chase made up 1.77% of Register Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Register Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.