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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seven Mile Advisory's JPM Position: Q1 2026 in Review

Seven Mile Advisory reduced its JPMorgan Chase (JPM) stake by 37% in Q1 2026, selling an estimated $1.07M and leaving 5,973 shares worth $1.76M. The position accounts for 1.27% of the portfolio, ranked #14.

Seven Mile Advisory first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.59M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Seven Mile Advisory held 5,973 shares of JPMorgan Chase worth $1.76M as of Q1 2026.
Seven Mile Advisory sold 3,521 JPMorgan Chase shares in Q1 2026, an estimated $1.07M.
JPMorgan Chase made up 1.27% of Seven Mile Advisory's portfolio in Q1 2026, its #14 holding.
Seven Mile Advisory first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's JPMorgan Chase position peaked at $3.59M in Q3 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.