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Tobias Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Tobias 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 		$1.02M Sell
3,108
-1
-0% -$311 0.13% 70
2026
Q1 		$914K Sell
3,109
-425
-12% -$129K 0.13% 73
2025
Q4 		$1.14M Buy
3,534
+1,137
+47% +$352K 0.16% 68
2025
Q3 		$756K Buy
2,397
+324
+16% +$96.4K 0.11% 78
2025
Q2 		$601K Buy
2,073
+631
+44% +$161K 0.1% 80
2025
Q1 		$354K Hold
1,442
– – 0.07% 84
2024
Q4 		$346K Buy
1,442
+161
+13% +$37.5K 0.07% 81
2024
Q3 		$270K Buy
1,281
+100
+8% +$21.1K 0.05% 87
2024
Q2 		$239K Buy
+1,181
New +$231K 0.05% 91
2020
Q1 		– Sell
-83
Closed -$11K – 170
2019
Q4 		$11K Buy
+83
New +$10.6K 0.01% 183

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's JPM Position: Q2 2026 in Review

Tobias Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $311 and leaving 3,108 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #70.

Tobias Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tobias Financial Advisors held 3,108 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Tobias Financial Advisors sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.13% of Tobias Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Tobias Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
  • Tobias Financial Advisors's JPMorgan Chase position peaked at $1.14M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.