Sovran Advisors’s JPMorgan Chase JPM Stock Holding History

Sovran 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	$6.22M	Sell	17,417 -1,422	-8%	-$442K	0.46%	53
2026 Q1	$5.9M	Buy	18,839 +4,943	+36%	+$1.5M	0.46%	58
2025 Q4	$4.3M	Buy	13,896 +3,894	+39%	+$1.21M	0.37%	76
2025 Q3	$3.09M	Buy	10,002 +2,477	+33%	+$737K	0.27%	100
2025 Q2	$2.13M	Buy	7,525 +946	+14%	+$241K	0.22%	116
2025 Q1	$1.53M	Sell	6,579 -3,323	-34%	-$847K	0.2%	125
2024 Q4	$2.45M	Buy	+9,902	New	+$2.31M	0.35%	74

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

Sovran Advisors's JPM Position: Q2 2026 in Review

Sovran Advisors reduced its JPMorgan Chase (JPM) stake by 7.5% in Q2 2026, selling an estimated $442K and leaving 17,417 shares worth $6.22M. The position accounts for 0.46% of the portfolio, ranked #53.

Sovran Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sovran Advisors held 17,417 shares of JPMorgan Chase worth $6.22M as of Q2 2026.
Sovran Advisors sold 1,422 JPMorgan Chase shares in Q2 2026, an estimated $442K.
JPMorgan Chase made up 0.46% of Sovran Advisors's portfolio in Q2 2026, its #53 holding.
Sovran Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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