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Tactive Advisors’s JPMorgan Chase JPM Stock Holding History

Tactive 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 		$807K Sell
2,465
-50
-2% -$15.5K 0.2% 103
2026
Q1 		$740K Sell
2,515
-27
-1% -$8.19K 0.21% 109
2025
Q4 		$819K Sell
2,542
-80
-3% -$24.8K 0.24% 99
2025
Q3 		$827K Buy
2,622
+145
+6% +$43.1K 0.23% 101
2025
Q2 		$718K Buy
+2,477
New +$632K 0.23% 100
2024
Q1 		$678K Buy
+3,386
New +$611K 0.36% 57

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Tactive Advisors's JPM Position: Q2 2026 in Review

Tactive Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $15.5K and leaving 2,465 shares worth $807K. The position accounts for 0.2% of the portfolio, ranked #103.

Tactive Advisors first reported a position in JPM in Q1 2024 and has held it in 6 quarters since. The position peaked at $827K in Q3 2025. 918 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tactive Advisors held 2,465 shares of JPMorgan Chase worth $807K as of Q2 2026.
  • Tactive Advisors sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 0.2% of Tactive Advisors's portfolio in Q2 2026, its #103 holding.
  • Tactive Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 6 quarters since.
  • Tactive Advisors's JPMorgan Chase position peaked at $827K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.