Silver Lake Advisory’s JPMorgan Chase JPM Stock Holding History

Silver Lake Advisory’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	$1.06M	Sell	3,245 -23	-0.7%	-$7.14K	0.38%	62
2026 Q1	$961K	Buy	3,268 +14	+0.4%	+$4.25K	0.38%	61
2025 Q4	$1.05M	Buy	3,254 +13	+0.4%	+$4.03K	0.41%	61
2025 Q3	$1.02M	Buy	3,241 +13	+0.4%	+$3.87K	0.41%	60
2025 Q2	$936K	Buy	3,228 +131	+4%	+$33.4K	0.4%	61
2025 Q1	$760K	Buy	3,097 +13	+0.4%	+$3.31K	0.33%	63
2024 Q4	$739K	Buy	3,084 +15	+0.5%	+$3.49K	0.33%	63
2024 Q3	$647K	Buy	3,069 +15	+0.5%	+$3.16K	0.27%	68
2024 Q2	$618K	Buy	3,054 +16	+0.5%	+$3.13K	0.28%	65
2024 Q1	$608K	Buy	+3,038	New	+$548K	0.27%	64
2023 Q3	–	Sell	-3,017	Closed	-$439K	–	74
2023 Q2	$439K	Buy	3,017 +310	+11%	+$42.6K	0.23%	68
2023 Q1	$353K	Buy	+2,707	New	+$371K	0.2%	75
2022 Q4	–	Sell	-2,667	Closed	-$279K	–	75
2022 Q3	$279K	Buy	2,667 +23	+0.9%	+$2.64K	0.16%	83
2022 Q2	$298K	Buy	2,644 +54	+2%	+$6.69K	0.16%	83
2022 Q1	$353K	Sell	2,590 -997	-28%	-$147K	0.17%	86
2021 Q4	$568K	Buy	3,587 +15	+0.4%	+$2.46K	0.26%	72
2021 Q3	$585K	Hold	3,572	–	–	0.29%	70
2021 Q2	$546K	Sell	3,572 -40	-1%	-$6.28K	0.26%	69
2021 Q1	$550K	Buy	3,612 +18	+0.5%	+$2.59K	0.28%	66
2020 Q4	$457K	Buy	3,594 +22	+0.6%	+$2.46K	0.25%	69
2020 Q3	$344K	Buy	3,572 +23	+0.6%	+$2.26K	0.21%	70
2020 Q2	$334K	Buy	3,549 +21	+0.6%	+$1.99K	0.21%	68
2020 Q1	$318K	Sell	3,528 -8	-0.2%	-$972	0.23%	66
2019 Q4	$493K	Buy	3,536 +37	+1%	+$4.75K	0.3%	61
2019 Q3	$412K	Buy	+3,499	New	+$396K	0.27%	65
2018 Q4	–	Sell	-1,809	Closed	-$204K	–	89
2018 Q3	$204K	Buy	+1,809	New	+$205K	0.12%	96

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Silver Lake Advisory's JPM Position: Q2 2026 in Review

Silver Lake Advisory reduced its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, selling an estimated $7.14K and leaving 3,245 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #62.

Silver Lake Advisory first reported a position in JPM in Q3 2018 and has held it in 26 quarters since. 3,054 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Silver Lake Advisory held 3,245 shares of JPMorgan Chase worth $1.06M as of Q2 2026.
Silver Lake Advisory sold 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
JPMorgan Chase made up 0.38% of Silver Lake Advisory's portfolio in Q2 2026, its #62 holding.
Silver Lake Advisory first reported a position in JPMorgan Chase in Q3 2018 and has held it in 26 quarters since.
3,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.