SGL Investment Advisors’s JPMorgan Chase JPM Stock Holding History

SGL Investment 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	$7.75M	Buy	21,529 +457	+2%	+$142K	2.67%	7
2026 Q1	$6.32M	Sell	21,072 -489	-2%	-$148K	2.37%	9
2025 Q4	$6.69M	Sell	21,561 -678	-3%	-$210K	2.68%	9
2025 Q3	$6.88M	Buy	22,239 +976	+5%	+$290K	2.87%	7
2025 Q2	$6.01M	Buy	21,263 +268	+1%	+$68.4K	2.86%	5
2025 Q1	$5.32M	Sell	20,995 -7,479	-26%	-$1.91M	2.75%	7
2024 Q4	$7.84M	Buy	28,474 +142	+0.5%	+$33.1K	3.95%	3
2024 Q3	$6.85M	Buy	+28,332	New	+$5.97M	3.52%	3

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SGL Investment Advisors's JPM Position: Q2 2026 in Review

SGL Investment Advisors increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $142K and bringing the position to 21,529 shares worth $7.75M. The position accounts for 2.67% of the portfolio, ranked #7.

SGL Investment Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.84M in Q4 2024. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SGL Investment Advisors held 21,529 shares of JPMorgan Chase worth $7.75M as of Q2 2026.
SGL Investment Advisors bought 457 JPMorgan Chase shares in Q2 2026, an estimated $142K.
JPMorgan Chase made up 2.67% of SGL Investment Advisors's portfolio in Q2 2026, its #7 holding.
SGL Investment Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's JPMorgan Chase position peaked at $7.84M in Q4 2024.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.