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Resurgent Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Resurgent 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 		$5.45M Buy
16,655
+499
+3% +$155K 1.52% 11
2026
Q1 		$4.75M Sell
16,156
-613
-4% -$186K 1.72% 9
2025
Q4 		$5.4M Sell
16,769
-935
-5% -$289K 2.71% 5
2025
Q3 		$5.58M Sell
17,704
-2,311
-12% -$687K 2.74% 5
2025
Q2 		$5.8M Buy
20,015
+493
+3% +$126K 3.19% 3
2025
Q1 		$4.79M Sell
19,522
-396
-2% -$101K 2.88% 4
2024
Q4 		$4.77M Sell
19,918
-617
-3% -$144K 2.81% 4
2024
Q3 		$4.33M Buy
20,535
+210
+1% +$44.2K 2.53% 4
2024
Q2 		$4.11M Sell
20,325
-706
-3% -$138K 2.56% 4
2024
Q1 		$4.21M Buy
21,031
+22
+0.1% +$3.97K 2.24% 7
2023
Q4 		$3.57M Sell
21,009
-69
-0.3% -$10.5K 2.19% 4
2023
Q3 		$3.06M Buy
21,078
+259
+1% +$38.8K 2.08% 4
2023
Q2 		$3.03M Buy
20,819
+342
+2% +$47K 2% 5
2023
Q1 		$2.67M Sell
20,477
-2,461
-11% -$337K 1.78% 9
2022
Q4 		$3.08M Buy
22,938
+472
+2% +$59.8K 1.62% 7
2022
Q3 		$2.35M Buy
22,466
+1,971
+10% +$226K 1.57% 10
2022
Q2 		$2.31M Buy
20,495
+1,352
+7% +$168K 1.48% 13
2022
Q1 		$2.61M Buy
19,143
+3,036
+19% +$448K 1.62% 9
2021
Q4 		$2.55M Buy
+16,107
New +$2.65M 2.03% 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

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

Resurgent Financial Advisors increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, buying an estimated $155K and bringing the position to 16,655 shares worth $5.45M. The position accounts for 1.52% of the portfolio, ranked #11.

Resurgent Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.8M in Q2 2025. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Resurgent Financial Advisors held 16,655 shares of JPMorgan Chase worth $5.45M as of Q2 2026.
  • Resurgent Financial Advisors bought 499 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 1.52% of Resurgent Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Resurgent Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's JPMorgan Chase position peaked at $5.8M in Q2 2025.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.