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SS&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History

SS&H 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 		$34.3M Buy
+104,790
New +$32.5M 8.77% 1
2025
Q4 		$33.9M Sell
105,290
-250
-0.2% -$77.4K 9.9% 1
2025
Q3 		$33.3M Hold
105,540
– – 10.12% 1
2025
Q2 		$30.6M Buy
105,540
+142
+0.1% +$36.2K 10.22% 1
2025
Q1 		$25.9M Sell
105,398
-1,134
-1% -$289K 9.65% 1
2024
Q4 		$25.5M Hold
106,532
– – 9.3% 1
2024
Q3 		$22.5M Buy
106,532
+421
+0.4% +$88.7K 8.18% 1
2024
Q2 		$21.5M Buy
106,111
+500
+0.5% +$97.8K 8.38% 1
2024
Q1 		$21.2M Sell
105,611
-1,275
-1% -$230K 8.81% 1
2023
Q4 		$18.2M Sell
106,886
-1
-0% -$152 7.71% 1
2023
Q3 		$15.5M Buy
+106,887
New +$16M 7.26% 1
2023
Q1 		$14.1M Buy
107,820
+4,534
+4% +$621K 6.44% 1
2022
Q4 		$13.9M Hold
103,286
– – 6.6% 1
2022
Q3 		$10.8M Hold
103,286
– – 5.58% 2
2022
Q2 		$11.6M Sell
103,286
-31
-0% -$3.84K 5.37% 3
2022
Q1 		$14.1M Buy
+103,317
New +$15.3M 5.51% 3

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

SS&H Financial Advisors's JPM Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 104,790 shares worth $34.3M. The stake represents 8.77% of the portfolio and ranks #1 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in JPM as recently as Q4 2025.

SS&H Financial Advisors first reported a position in JPM in Q1 2022 and has held it in 16 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SS&H Financial Advisors held 104,790 shares of JPMorgan Chase worth $34.3M as of Q2 2026.
  • JPMorgan Chase was a new SS&H Financial Advisors position in Q2 2026.
  • JPMorgan Chase made up 8.77% of SS&H Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • SS&H Financial Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 16 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.