Stelac Advisory Services’s JPMorgan Chase JPM Stock Holding History

Stelac Advisory Services’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	$211K	Sell	644 -207	-24%	-$64.3K	0.04%	127
2026 Q1	$250K	Buy	851 +261	+44%	+$79.2K	0.05%	115
2025 Q4	$190K	Sell	590 -3	-0.5%	-$929	0.07%	82
2025 Q3	$187K	Sell	593 -1,454	-71%	-$432K	0.06%	88
2025 Q2	$595K	Sell	2,047 -1,333	-39%	-$340K	0.23%	57
2025 Q1	$830K	Buy	3,380 +2,945	+677%	+$751K	0.34%	48
2024 Q4	$104K	Buy	+435	New	+$101K	0.04%	105
2023 Q3	–	Sell	-3,478	Closed	-$506K	–	135
2023 Q2	$506K	Sell	3,478 -403	-10%	-$55.4K	0.23%	86
2023 Q1	$506K	Buy	3,881 +90	+2%	+$12.3K	0.22%	81
2022 Q4	$508K	Sell	3,791 -808	-18%	-$102K	0.23%	72
2022 Q3	$482K	Hold	4,599	–	–	0.22%	78
2022 Q2	$518K	Buy	4,599 +2,963	+181%	+$367K	0.21%	77
2022 Q1	$223K	Sell	1,636 -2,985	-65%	-$441K	0.08%	94
2021 Q4	$732K	Sell	4,621 -1,501	-25%	-$246K	0.2%	70
2021 Q3	$1M	Sell	6,122 -3,802	-38%	-$596K	0.27%	58
2021 Q2	$1.54M	Buy	9,924 +500	+5%	+$78.5K	0.35%	55
2021 Q1	$1.43M	Sell	9,424 -7,736	-45%	-$1.11M	0.53%	44
2020 Q4	$2.18M	Buy	17,160 +3,947	+30%	+$441K	0.56%	37
2020 Q3	$1.27M	Buy	13,213 +1,854	+16%	+$182K	0.43%	39
2020 Q2	$1.07M	Buy	11,359 +899	+9%	+$85.3K	0.41%	41
2020 Q1	$942K	Buy	+10,460	New	+$1.27M	0.45%	38
2018 Q3	–	Sell	-1,475	Closed	-$154K	–	156
2018 Q2	$154K	Hold	1,475	–	–	0.04%	103
2018 Q1	$162K	Buy	+1,475	New	+$167K	0.05%	83
2016 Q3	–	Sell	-9,285	Closed	-$577K	–	60
2016 Q2	$577K	Buy	+9,285	New	+$580K	0.18%	28
2016 Q1	–	Sell	-10,095	Closed	-$667K	–	54
2015 Q4	$667K	Sell	10,095 -793	-7%	-$51.6K	0.21%	25
2015 Q3	$664K	Buy	+10,888	New	+$713K	0.18%	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

Stelac Advisory Services's JPM Position: Q2 2026 in Review

Stelac Advisory Services reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $64.3K and leaving 644 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #127.

Stelac Advisory Services first reported a position in JPM in Q3 2015 and has held it in 26 quarters since. The position peaked at $2.18M in Q4 2020. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Stelac Advisory Services held 644 shares of JPMorgan Chase worth $211K as of Q2 2026.
Stelac Advisory Services sold 207 JPMorgan Chase shares in Q2 2026, an estimated $64.3K.
JPMorgan Chase made up 0.04% of Stelac Advisory Services's portfolio in Q2 2026, its #127 holding.
Stelac Advisory Services first reported a position in JPMorgan Chase in Q3 2015 and has held it in 26 quarters since.
Stelac Advisory Services's JPMorgan Chase position peaked at $2.18M in Q4 2020.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.