RFG - Bristol Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

RFG - Bristol Wealth 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	$2.63M	Sell	8,035 -279	-3%	-$86.6K	0.64%	34
2026 Q1	$2.45M	Sell	8,314 -165	-2%	-$50.1K	0.66%	35
2025 Q4	$2.73M	Buy	8,479 +2,629	+45%	+$814K	0.76%	33
2025 Q3	$1.85M	Buy	5,850 +80	+1%	+$23.8K	0.53%	45
2025 Q2	$1.67M	Buy	5,770 +47	+0.8%	+$12K	0.52%	41
2025 Q1	$1.4M	Buy	5,723 +160	+3%	+$40.8K	0.47%	44
2024 Q4	$1.33M	Buy	+5,563	New	+$1.3M	0.44%	51

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RFG - Bristol Wealth Advisors's JPM Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $86.6K and leaving 8,035 shares worth $2.63M. The position accounts for 0.64% of the portfolio, ranked #34.

RFG - Bristol Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

RFG - Bristol Wealth Advisors held 8,035 shares of JPMorgan Chase worth $2.63M as of Q2 2026.
RFG - Bristol Wealth Advisors sold 279 JPMorgan Chase shares in Q2 2026, an estimated $86.6K.
JPMorgan Chase made up 0.64% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #34 holding.
RFG - Bristol Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's JPMorgan Chase position peaked at $2.73M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.