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Shore Point Advisors’s JPMorgan Chase JPM Stock Holding History

Shore Point 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 		$207K Buy
+632
New +$196K 0.07% 75

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Shore Point Advisors's JPM Position: Q2 2026 in Review

Shore Point Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 632 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings.

956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shore Point Advisors held 632 shares of JPMorgan Chase worth $207K as of Q2 2026.
  • JPMorgan Chase was a new Shore Point Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.07% of Shore Point Advisors's portfolio in Q2 2026, its #75 holding.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.