Sound Portfolio Advisors’s JPMorgan Chase JPM Stock Holding History

Sound Portfolio 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	$876K	Hold	2,677	–	–	0.62%	23
2026 Q1	$787K	Buy	+2,677	New	+$812K	0.64%	17

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sound Portfolio Advisors's JPM Position: Q2 2026 in Review

Sound Portfolio Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,677 shares worth $876K. The position accounts for 0.62% of the portfolio, ranked #23.

Sound Portfolio Advisors first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sound Portfolio Advisors held 2,677 shares of JPMorgan Chase worth $876K as of Q2 2026.
Sound Portfolio Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.62% of Sound Portfolio Advisors's portfolio in Q2 2026, its #23 holding.
Sound Portfolio Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.