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Souders Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Souders Financial 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 		$6.79M Sell
20,730
-95
-0.5% -$29.5K 0.68% 39
2026
Q1 		$6.13M Sell
20,825
-2
-0% -$607 0.7% 36
2025
Q4 		$6.71M Buy
20,827
+5
+0% +$1.55K 0.77% 35
2025
Q3 		$6.57M Sell
20,822
-498
-2% -$148K 0.78% 32
2025
Q2 		$6.18M Sell
21,320
-1,374
-6% -$351K 0.79% 31
2025
Q1 		$5.57M Sell
22,694
-7,034
-24% -$1.79M 0.78% 29
2024
Q4 		$7.13M Sell
29,728
-7,169
-19% -$1.67M 1% 28
2024
Q3 		$7.78M Sell
36,897
-1,013
-3% -$213K 1.08% 21
2024
Q2 		$7.67M Buy
37,910
+1,792
+5% +$350K 1.16% 23
2024
Q1 		$7.23M Sell
36,118
-4,504
-11% -$813K 1.14% 22
2023
Q4 		$6.91M Sell
40,622
-466
-1% -$70.6K 1.18% 23
2023
Q3 		$5.96M Sell
41,088
-3,182
-7% -$477K 1.14% 23
2023
Q2 		$6.44M Sell
44,270
-1,909
-4% -$263K 1.23% 23
2023
Q1 		$6.02M Sell
46,179
-1,010
-2% -$138K 1.28% 21
2022
Q4 		$6.33M Buy
47,189
+619
+1% +$78.4K 1.45% 20
2022
Q3 		$4.87M Buy
46,570
+2,641
+6% +$303K 1.32% 19
2022
Q2 		$4.95M Buy
43,929
+7,909
+22% +$980K 1.42% 18
2022
Q1 		$4.91M Sell
36,020
-144
-0.4% -$21.3K 1.42% 16
2021
Q4 		$5.73M Buy
36,164
+2,223
+7% +$365K 1.64% 12
2021
Q3 		$5.56M Buy
33,941
+1,175
+4% +$184K 1.79% 11
2021
Q2 		$5.1M Sell
32,766
-576
-2% -$90.5K 1.72% 12
2021
Q1 		$5.08M Sell
33,342
-1,797
-5% -$259K 1.99% 10
2020
Q4 		$4.46M Buy
35,139
+123
+0.4% +$13.7K 1.95% 10
2020
Q3 		$4.08M Sell
35,016
-159
-0.5% -$15.6K 1.93% 10
2020
Q2 		$3.31M Buy
35,175
+5,690
+19% +$540K 1.89% 13
2020
Q1 		$2.65M Buy
+29,485
New +$3.58M 2.34% 9

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

Souders Financial Advisors's JPM Position: Q2 2026 in Review

Souders Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, selling an estimated $29.5K and leaving 20,730 shares worth $6.79M. The position accounts for 0.68% of the portfolio, ranked #39.

Souders Financial Advisors first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.78M in Q3 2024. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Souders Financial Advisors held 20,730 shares of JPMorgan Chase worth $6.79M as of Q2 2026.
  • Souders Financial Advisors sold 95 JPMorgan Chase shares in Q2 2026, an estimated $29.5K.
  • JPMorgan Chase made up 0.68% of Souders Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Souders Financial Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's JPMorgan Chase position peaked at $7.78M in Q3 2024.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.