Sightline Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Sightline Wealth 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	$258K	Buy	788 +13	+2%	+$4.04K	0.09%	77
2026 Q1	$228K	Hold	775	–	–	0.1%	78
2025 Q4	$250K	Sell	775 -4	-0.5%	-$1.24K	0.11%	79
2025 Q3	$246K	Hold	779	–	–	0.11%	79
2025 Q2	$226K	Buy	+779	New	+$199K	0.11%	77

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

Sightline Wealth Advisors's JPM Position: Q2 2026 in Review

Sightline Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $4.04K and bringing the position to 788 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #77.

Sightline Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sightline Wealth Advisors held 788 shares of JPMorgan Chase worth $258K as of Q2 2026.
Sightline Wealth Advisors bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.09% of Sightline Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Sightline Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.