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Skyline Advisors’s JPMorgan Chase JPM Stock Holding History

Skyline 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 		$291K Sell
888
-141
-14% -$43.8K 0.09% 101
2026
Q1 		$303K Hold
1,029
– – 0.11% 94
2025
Q4 		$331K Sell
1,029
-57
-5% -$17.6K 0.11% 76
2025
Q3 		$343K Hold
1,086
– – 0.12% 71
2025
Q2 		$315K Sell
1,086
-28
-3% -$7.14K 0.12% 74
2025
Q1 		$273K Sell
1,114
-299
-21% -$76.2K 0.11% 75
2024
Q4 		$339K Sell
1,413
-421
-23% -$98.1K 0.13% 64
2024
Q3 		$387K Buy
1,834
+28
+2% +$5.9K 0.16% 58
2024
Q2 		$365K Sell
1,806
-250
-12% -$48.9K 0.16% 57
2024
Q1 		$412K Buy
2,056
+1
+0% +$180 0.18% 48
2023
Q4 		$350K Buy
+2,055
New +$311K 0.17% 53

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

Skyline Advisors's JPM Position: Q2 2026 in Review

Skyline Advisors reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $43.8K and leaving 888 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #101.

Skyline Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $412K in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Skyline Advisors held 888 shares of JPMorgan Chase worth $291K as of Q2 2026.
  • Skyline Advisors sold 141 JPMorgan Chase shares in Q2 2026, an estimated $43.8K.
  • JPMorgan Chase made up 0.09% of Skyline Advisors's portfolio in Q2 2026, its #101 holding.
  • Skyline Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Skyline Advisors's JPMorgan Chase position peaked at $412K in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.