Seven Mile Advisory
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Seven Mile Advisory’s JPMorgan Chase JPM Stock Holding History

Seven Mile Advisory’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
Q3 		$1.77M Sell
5,340
-80
-1% -$28K 1.18% 17
2026
Q2 		$1.77M Sell
5,420
-553
-9% -$172K 1.19% 18
2026
Q1 		$1.76M Sell
5,973
-3,521
-37% -$1.07M 1.27% 14
2025
Q4 		$3.06M Sell
9,494
-1,874
-16% -$580K 0.53% 42
2025
Q3 		$3.59M Buy
11,368
+3,008
+36% +$895K 0.58% 39
2025
Q2 		$2.42M Sell
8,360
-77
-0.9% -$19.6K 1.46% 12
2025
Q1 		$2.07M Sell
8,437
-131
-2% -$33.4K 1.38% 14
2024
Q4 		$2.05M Buy
8,568
+150
+2% +$34.9K 1.31% 14
2024
Q3 		$1.77M Buy
8,418
+1,429
+20% +$301K 1.17% 15
2024
Q2 		$1.41M Sell
6,989
-2,076
-23% -$406K 1.04% 16
2024
Q1 		$1.82M Buy
9,065
+71
+0.8% +$12.8K 1.38% 13
2023
Q4 		$1.53M Buy
8,994
+614
+7% +$93K 1.33% 14
2023
Q3 		$1.22M Buy
8,380
+1,884
+29% +$282K 1.28% 14
2023
Q2 		$945K Buy
+6,496
New +$893K 1.1% 19

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Seven Mile Advisory's JPM Position: Q3 2026 in Review

Seven Mile Advisory reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, selling an estimated $28K and leaving 5,340 shares worth $1.77M. The position accounts for 1.18% of the portfolio, ranked #17.

Seven Mile Advisory first reported a position in JPM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.59M in Q3 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Seven Mile Advisory held 5,340 shares of JPMorgan Chase worth $1.77M as of Q3 2026.
  • Seven Mile Advisory sold 80 JPMorgan Chase shares in Q3 2026, an estimated $28K.
  • JPMorgan Chase made up 1.18% of Seven Mile Advisory's portfolio in Q3 2026, its #17 holding.
  • Seven Mile Advisory first reported a position in JPMorgan Chase in Q2 2023 and has held it in 14 quarters since.
  • Seven Mile Advisory's JPMorgan Chase position peaked at $3.59M in Q3 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.