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Signal Advisors Wealth’s JPMorgan Chase JPM Stock Holding History

Signal Advisors Wealth’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 		$18.4M Buy
56,358
+9,662
+21% +$3M 0.93% 22
2026
Q1 		$13.7M Buy
46,696
+5,641
+14% +$1.71M 0.94% 20
2025
Q4 		$13.2M Sell
41,055
-415
-1% -$128K 1.05% 20
2025
Q3 		$13.1M Buy
41,470
+10,476
+34% +$3.12M 1.19% 16
2025
Q2 		$8.99M Buy
30,994
+3,136
+11% +$800K 0.7% 40
2025
Q1 		$6.83M Buy
27,858
+3,237
+13% +$825K 0.67% 35
2024
Q4 		$5.9M Buy
24,621
+2,515
+11% +$586K 0.67% 41
2024
Q3 		$4.66M Buy
22,106
+20,083
+993% +$4.23M 0.67% 35
2024
Q2 		$409K Sell
2,023
-7,191
-78% -$1.41M 0.89% 34
2024
Q1 		$1.85M Buy
9,214
+7,090
+334% +$1.28M 0.46% 60
2023
Q4 		$361K Buy
+2,124
New +$322K 0.13% 153

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Signal Advisors Wealth increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $3M and bringing the position to 56,358 shares worth $18.4M. The position accounts for 0.93% of the portfolio, ranked #22.

Signal Advisors Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Signal Advisors Wealth held 56,358 shares of JPMorgan Chase worth $18.4M as of Q2 2026.
  • Signal Advisors Wealth bought 9,662 JPMorgan Chase shares in Q2 2026, an estimated $3M.
  • JPMorgan Chase made up 0.93% of Signal Advisors Wealth's portfolio in Q2 2026, its #22 holding.
  • Signal Advisors Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.