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Sandy Cove Advisors’s JPMorgan Chase JPM Stock Holding History

Sandy Cove 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 		$3.32M Buy
10,142
+374
+4% +$116K 0.83% 27
2026
Q1 		$2.87M Buy
9,768
+32
+0.3% +$9.71K 0.86% 25
2025
Q4 		$3.14M Sell
9,736
-499
-5% -$154K 0.93% 25
2025
Q3 		$3.23M Buy
10,235
+98
+1% +$29.1K 1.03% 23
2025
Q2 		$2.94M Buy
10,137
+1,186
+13% +$303K 1.06% 21
2025
Q1 		$2.2M Sell
8,951
-657
-7% -$167K 0.88% 21
2024
Q4 		$2.3M Buy
9,608
+299
+3% +$69.6K 0.9% 22
2024
Q3 		$1.96M Sell
9,309
-142
-2% -$29.9K 0.8% 21
2024
Q2 		$1.91M Buy
9,451
+18
+0.2% +$3.52K 0.85% 21
2024
Q1 		$1.89M Buy
9,433
+1,590
+20% +$287K 0.87% 19
2023
Q4 		$1.33M Buy
7,843
+740
+10% +$112K 0.68% 25
2023
Q3 		$1.03M Buy
7,103
+32
+0.5% +$4.8K 0.6% 32
2023
Q2 		$1.03M Buy
7,071
+2,074
+42% +$285K 0.59% 34
2023
Q1 		$651K Hold
4,997
– – 0.47% 41
2022
Q4 		$670K Buy
4,997
+619
+14% +$78.4K 0.54% 36
2022
Q3 		$458K Buy
4,378
+238
+6% +$27.3K 0.41% 40
2022
Q2 		$466K Buy
4,140
+3
+0.1% +$372 0.42% 43
2022
Q1 		$564K Buy
4,137
+324
+8% +$47.8K 0.47% 38
2021
Q4 		$604K Buy
+3,813
New +$626K 0.51% 36

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

Sandy Cove Advisors's JPM Position: Q2 2026 in Review

Sandy Cove Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $116K and bringing the position to 10,142 shares worth $3.32M. The position accounts for 0.83% of the portfolio, ranked #27.

Sandy Cove Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sandy Cove Advisors held 10,142 shares of JPMorgan Chase worth $3.32M as of Q2 2026.
  • Sandy Cove Advisors bought 374 JPMorgan Chase shares in Q2 2026, an estimated $116K.
  • JPMorgan Chase made up 0.83% of Sandy Cove Advisors's portfolio in Q2 2026, its #27 holding.
  • Sandy Cove Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.