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Safeguard Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History

Safeguard Investment Advisory Group’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 		$1.2M Buy
3,660
+36
+1% +$11.2K 0.28% 40
2026
Q1 		$1.07M Sell
3,624
-158
-4% -$48K 0.29% 38
2025
Q4 		$1.22M Sell
3,782
-185
-5% -$57.3K 0.31% 33
2025
Q3 		$1.25M Sell
3,967
-36
-0.9% -$10.7K 0.31% 35
2025
Q2 		$1.16M Sell
4,003
-256
-6% -$65.3K 0.29% 36
2025
Q1 		$1.05M Buy
4,259
+1,268
+42% +$323K 0.28% 37
2024
Q4 		$717K Buy
2,991
+119
+4% +$27.7K 0.2% 50
2024
Q3 		$606K Buy
2,872
+634
+28% +$134K 0.17% 53
2024
Q2 		$453K Sell
2,238
-474
-17% -$92.7K 0.14% 61
2024
Q1 		$543K Sell
2,712
-194
-7% -$35K 0.18% 54
2023
Q4 		$494K Buy
2,906
+11
+0.4% +$1.67K 0.19% 54
2023
Q3 		$420K Sell
2,895
-117
-4% -$17.5K 0.18% 54
2023
Q2 		$438K Buy
3,012
+592
+24% +$81.4K 0.19% 57
2023
Q1 		$315K Buy
2,420
+194
+9% +$26.6K 0.15% 76
2022
Q4 		$299K Buy
2,226
+177
+9% +$22.4K 0.18% 73
2022
Q3 		$214K Buy
+2,049
New +$235K 0.15% 83
2021
Q1 		– Sell
-993
Closed -$126K – 411
2020
Q4 		$126K Buy
+993
New +$111K 0.11% 100

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's JPM Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,660 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #40.

Safeguard Investment Advisory Group first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2025. 5,158 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,660 shares of JPMorgan Chase worth $1.2M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
  • JPMorgan Chase made up 0.28% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Safeguard Investment Advisory Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • Safeguard Investment Advisory Group's JPMorgan Chase position peaked at $1.25M in Q3 2025.
  • 5,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.