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Signature Estate & Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Signature Estate & 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 		$6.84M Sell
20,882
-3,725
-15% -$1.16M 0.12% 81
2026
Q1 		$7.24M Buy
24,607
+206
+0.8% +$62.5K 0.15% 74
2025
Q4 		$7.86M Buy
24,401
+628
+3% +$194K 0.16% 71
2025
Q3 		$7.5M Buy
23,773
+357
+2% +$106K 0.16% 71
2025
Q2 		$6.79M Buy
23,416
+1,909
+9% +$487K 0.16% 72
2025
Q1 		$5.28M Sell
21,507
-714
-3% -$182K 0.14% 79
2024
Q4 		$5.33M Buy
22,221
+454
+2% +$106K 0.13% 71
2024
Q3 		$4.59M Sell
21,767
-154
-0.7% -$32.4K 0.11% 73
2024
Q2 		$4.43M Buy
21,921
+16,679
+318% +$3.26M 0.11% 77
2024
Q1 		$1.05M Sell
5,242
-251
-5% -$45.3K 0.03% 89
2023
Q4 		$934K Buy
5,493
+483
+10% +$73.2K 0.03% 103
2023
Q3 		$727K Sell
5,010
-103
-2% -$15.4K 0.02% 103
2023
Q2 		$743K Sell
5,113
-90
-2% -$12.4K 0.02% 103
2023
Q1 		$677K Buy
5,203
+156
+3% +$21.4K 0.02% 105
2022
Q4 		$677K Sell
5,047
-627
-11% -$79.4K 0.02% 110
2022
Q3 		$593K Sell
5,674
-126
-2% -$14.5K 0.03% 105
2022
Q2 		$653K Sell
5,800
-1,703
-23% -$211K 0.03% 105
2022
Q1 		$1.02M Sell
7,503
-245,062
-97% -$36.2M 0.05% 94
2021
Q4 		$40M Buy
252,565
+187,351
+287% +$30.8M 1.79% 20
2021
Q3 		$10.7M Buy
65,214
+4,391
+7% +$688K 0.52% 34
2021
Q2 		$9.46M Buy
60,823
+2,285
+4% +$359K 0.42% 36
2021
Q1 		$8.91M Sell
58,538
-3,910
-6% -$563K 0.43% 37
2020
Q4 		$7.93M Buy
62,448
+546
+0.9% +$61K 0.43% 37
2020
Q3 		$5.96M Buy
61,902
+6,958
+13% +$683K 0.37% 40
2020
Q2 		$5.17M Buy
54,944
+5,460
+11% +$518K 0.37% 39
2020
Q1 		$4.46M Buy
49,484
+3,510
+8% +$426K 0.35% 45
2019
Q4 		$6.41M Sell
45,974
-248
-0.5% -$31.8K 0.39% 42
2019
Q3 		$5.44M Buy
46,222
+1,763
+4% +$199K 0.36% 45
2019
Q2 		$4.97M Buy
44,459
+1,029
+2% +$113K 0.33% 45
2019
Q1 		$4.4M Buy
43,430
+6,211
+17% +$640K 0.3% 50
2018
Q4 		$3.63M Buy
37,219
+30,539
+457% +$3.25M 0.32% 51
2018
Q3 		$754K Buy
6,680
+2,189
+49% +$248K 0.07% 94
2018
Q2 		$468K Buy
4,491
+943
+27% +$103K 0.04% 108
2018
Q1 		$390K Buy
3,548
+826
+30% +$93.5K 0.04% 116
2017
Q4 		$291K Buy
2,722
+902
+50% +$91.3K 0.03% 126
2017
Q3 		$174K Sell
1,820
-31
-2% -$2.86K 0.02% 133
2017
Q2 		$169K Sell
1,851
-797
-30% -$68.8K 0.02% 127
2017
Q1 		$233K Buy
2,648
+1,031
+64% +$91K 0.03% 137
2016
Q4 		$140K Hold
1,617
– – 0.02% 137
2016
Q3 		$108K Sell
1,617
-1,550
-49% -$101K 0.02% 152
2016
Q2 		$197K Buy
+3,167
New +$198K 0.03% 115
2013
Q4 		– Sell
-72,223
Closed -$3.73M – 60
2013
Q3 		$3.73M Buy
72,223
+7,142
+11% +$383K 2.15% 21
2013
Q2 		$3.44M Buy
+65,081
New +$3.31M 2.47% 12

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Signature Estate & Investment Advisors's JPM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $1.16M and leaving 20,882 shares worth $6.84M. The position accounts for 0.12% of the portfolio, ranked #81.

Signature Estate & Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $40M in Q4 2021. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Signature Estate & Investment Advisors held 20,882 shares of JPMorgan Chase worth $6.84M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 3,725 JPMorgan Chase shares in Q2 2026, an estimated $1.16M.
  • JPMorgan Chase made up 0.12% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Signature Estate & Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
  • Signature Estate & Investment Advisors's JPMorgan Chase position peaked at $40M in Q4 2021.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.