SA
JPM icon

Scarborough Advisors’s JPMorgan Chase JPM Stock Holding History

Scarborough 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 		$562K Sell
1,749
-9,378
-84% -$2.91M 0.06% 97
2026
Q1 		$3.27M Buy
11,127
+133
+1% +$40.4K 0.36% 55
2025
Q4 		$3.54M Buy
10,994
+4
+0% +$1.24K 0.6% 30
2025
Q3 		$3.47M Buy
10,990
+9,180
+507% +$2.73M 0.61% 30
2025
Q2 		$525K Sell
1,810
-46
-2% -$11.7K 0.1% 56
2025
Q1 		$455K Buy
1,856
+544
+41% +$139K 0.06% 86
2024
Q4 		$314K Buy
+1,312
New +$306K 0.04% 97
2024
Q3 		– Sell
-889
Closed -$180K – 287
2024
Q2 		$180K Buy
889
+9
+1% +$1.76K 0.07% 56
2024
Q1 		$176K Sell
880
-16
-2% -$2.89K 0.08% 50
2023
Q4 		$152K Buy
+896
New +$136K 0.03% 86

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Scarborough Advisors's JPM Position: Q2 2026 in Review

Scarborough Advisors reduced its JPMorgan Chase (JPM) stake by 84% in Q2 2026, selling an estimated $2.91M and leaving 1,749 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #97.

Scarborough Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Scarborough Advisors held 1,749 shares of JPMorgan Chase worth $562K as of Q2 2026.
  • Scarborough Advisors sold 9,378 JPMorgan Chase shares in Q2 2026, an estimated $2.91M.
  • JPMorgan Chase made up 0.06% of Scarborough Advisors's portfolio in Q2 2026, its #97 holding.
  • Scarborough Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Scarborough Advisors's JPMorgan Chase position peaked at $3.54M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.