Secured Retirement Advisors’s JPMorgan Chase JPM Stock Holding History

Secured Retirement 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	$1.76M	Sell	5,363 -1,919	-26%	-$596K	0.9%	34
2026 Q1	$2.14M	Sell	7,282 -1,100	-13%	-$334K	1.21%	23
2025 Q4	$2.7M	Buy	8,382 +436	+5%	+$135K	1.51%	13
2025 Q3	$2.51M	Buy	7,946 +392	+5%	+$117K	1.4%	15
2025 Q2	$2.19M	Sell	7,554 -255	-3%	-$65.1K	1.31%	18
2025 Q1	$1.92M	Sell	7,809 -1,858	-19%	-$474K	1.23%	17
2024 Q4	$2.32M	Sell	9,667 -726	-7%	-$169K	1.33%	15
2024 Q3	$2.19M	Buy	10,393 +290	+3%	+$61.1K	1.58%	17
2024 Q2	$2.04M	Buy	10,103 +809	+9%	+$158K	1.59%	21
2024 Q1	$1.86M	Buy	9,294 +231	+3%	+$41.7K	1.58%	17
2023 Q4	$1.54M	Buy	+9,063	New	+$1.37M	1.48%	23

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Secured Retirement Advisors's JPM Position: Q2 2026 in Review

Secured Retirement Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $596K and leaving 5,363 shares worth $1.76M. The position accounts for 0.9% of the portfolio, ranked #34.

Secured Retirement Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Secured Retirement Advisors held 5,363 shares of JPMorgan Chase worth $1.76M as of Q2 2026.
Secured Retirement Advisors sold 1,919 JPMorgan Chase shares in Q2 2026, an estimated $596K.
JPMorgan Chase made up 0.9% of Secured Retirement Advisors's portfolio in Q2 2026, its #34 holding.
Secured Retirement Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's JPMorgan Chase position peaked at $2.7M in Q4 2025.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.