SCA
JPM icon

Stokes Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Stokes 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 		$14.8M Sell
45,335
-753
-2% -$234K 3.18% 4
2026
Q1 		$13.6M Buy
46,088
+117
+0.3% +$35.5K 3.04% 6
2025
Q4 		$14.8M Sell
45,971
-1,000
-2% -$310K 3.38% 5
2025
Q3 		$14.8M Sell
46,971
-341
-0.7% -$101K 3.45% 4
2025
Q2 		$13.7M Buy
47,312
+1,223
+3% +$312K 3.36% 4
2025
Q1 		$11.3M Buy
46,089
+398
+0.9% +$101K 2.87% 7
2024
Q4 		$11M Sell
45,691
-182
-0.4% -$42.4K 2.83% 7
2024
Q3 		$9.67M Buy
45,873
+1,574
+4% +$332K 2.48% 11
2024
Q2 		$8.96M Sell
44,299
-920
-2% -$180K 2.49% 9
2024
Q1 		$9.06M Sell
45,219
-378
-0.8% -$68.2K 2.63% 9
2023
Q4 		$7.76M Sell
45,597
-442
-1% -$67K 2.45% 13
2023
Q3 		$6.68M Buy
46,039
+544
+1% +$81.5K 2.33% 11
2023
Q2 		$6.62M Buy
45,495
+37
+0.1% +$5.09K 2.23% 13
2023
Q1 		$5.92M Buy
45,458
+236
+0.5% +$32.3K 2.01% 20
2022
Q4 		$6.06M Buy
45,222
+95
+0.2% +$12K 2.09% 18
2022
Q3 		$4.72M Buy
45,127
+2,883
+7% +$331K 1.75% 28
2022
Q2 		$4.76M Buy
42,244
+417
+1% +$51.7K 1.66% 31
2022
Q1 		$5.7M Buy
41,827
+4,009
+11% +$592K 1.66% 30
2021
Q4 		$5.99M Buy
37,818
+596
+2% +$97.9K 1.78% 27
2021
Q3 		$6.09M Buy
37,222
+1,642
+5% +$257K 1.97% 18
2021
Q2 		$5.53M Buy
35,580
+8,284
+30% +$1.3M 1.81% 23
2021
Q1 		$4.16M Buy
27,296
+893
+3% +$128K 1.7% 33
2020
Q4 		$3.35M Buy
26,403
+610
+2% +$68.2K 1.46% 38
2020
Q3 		$2.48M Buy
25,793
+22,028
+585% +$2.16M 1.19% 41
2020
Q2 		$354K Buy
+3,765
New +$357K 0.19% 63

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Stokes Capital Advisors's JPM Position: Q2 2026 in Review

Stokes Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $234K and leaving 45,335 shares worth $14.8M. The position accounts for 3.18% of the portfolio, ranked #4.

Stokes Capital Advisors first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stokes Capital Advisors held 45,335 shares of JPMorgan Chase worth $14.8M as of Q2 2026.
  • Stokes Capital Advisors sold 753 JPMorgan Chase shares in Q2 2026, an estimated $234K.
  • JPMorgan Chase made up 3.18% of Stokes Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Stokes Capital Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.