Spectrum Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Spectrum Investment 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	$487K	Buy	1,489 +784	+111%	+$243K	0.2%	37
2026 Q1	$207K	Sell	705 -332	-32%	-$101K	0.1%	45
2025 Q4	$334K	Buy	1,037 +361	+53%	+$112K	0.17%	34
2025 Q3	$213K	Buy	+676	New	+$201K	0.12%	28
2025 Q1	–	Sell	-878	Closed	-$210K	–	27
2024 Q4	$210K	Buy	+878	New	+$204K	0.14%	27
2024 Q2	–	Sell	-1,097	Closed	-$220K	–	29
2024 Q1	$220K	Buy	+1,097	New	+$198K	0.16%	31

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

Spectrum Investment Advisors's JPM Position: Q2 2026 in Review

Spectrum Investment Advisors increased its JPMorgan Chase (JPM) stake by 111% in Q2 2026, buying an estimated $243K and bringing the position to 1,489 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #37.

Spectrum Investment Advisors first reported a position in JPM in Q1 2024 and has held it in 6 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spectrum Investment Advisors held 1,489 shares of JPMorgan Chase worth $487K as of Q2 2026.
Spectrum Investment Advisors bought 784 JPMorgan Chase shares in Q2 2026, an estimated $243K.
JPMorgan Chase made up 0.2% of Spectrum Investment Advisors's portfolio in Q2 2026, its #37 holding.
Spectrum Investment Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 6 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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