South Shore Capital Advisors’s JPMorgan Chase JPM Stock Holding History

South Shore Capital 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	$1.09M	Buy	3,327 +1	+0%	+$311	0.73%	29
2026 Q1	$978K	Sell	3,326 -269	-7%	-$81.6K	0.72%	30
2025 Q4	$1.16M	Buy	+3,595	New	+$1.11M	0.85%	23
2022 Q3	–	Sell	-1,904	Closed	-$214K	–	84
2022 Q2	$214K	Sell	1,904 -47	-2%	-$5.82K	0.45%	79
2022 Q1	$266K	Buy	1,951 +303	+18%	+$44.7K	0.43%	73
2021 Q4	$261K	Buy	+1,648	New	+$271K	0.43%	79
2021 Q2	–	Sell	-6,809	Closed	-$1.04M	–	115
2021 Q1	$1.04M	Sell	6,809 -1,593	-19%	-$229K	1.03%	23
2020 Q4	$1.07M	Buy	+8,402	New	+$939K	1.06%	24

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

South Shore Capital Advisors's JPM Position: Q2 2026 in Review

South Shore Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, buying an estimated $311 and bringing the position to 3,327 shares worth $1.09M. The position accounts for 0.73% of the portfolio, ranked #29.

South Shore Capital Advisors first reported a position in JPM in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

South Shore Capital Advisors held 3,327 shares of JPMorgan Chase worth $1.09M as of Q2 2026.
South Shore Capital Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.73% of South Shore Capital Advisors's portfolio in Q2 2026, its #29 holding.
South Shore Capital Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's JPMorgan Chase position peaked at $1.16M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.