Toth Financial Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $666K | Buy |
2,034
+86
| +4% | +$26.7K | 0.07% | 163 |
|
|
2026
Q1 | $573K | Buy |
1,948
+118
| +6% | +$35.8K | 0.06% | 153 |
|
|
2025
Q4 | $590K | Buy |
1,830
+40
| +2% | +$12.4K | 0.06% | 159 |
|
|
2025
Q3 | $565K | Buy |
1,790
+3
| +0.2% | +$892 | 0.06% | 161 |
|
|
2025
Q2 | $518K | Buy |
1,787
+72
| +4% | +$18.4K | 0.06% | 159 |
|
|
2025
Q1 | $421K | Hold |
1,715
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $411K | Hold |
1,715
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $362K | Sell |
1,715
-53
| -3% | -$11.2K | 0.04% | 181 |
|
|
2024
Q2 | $358K | Buy |
1,768
+149
| +9% | +$29.1K | 0.05% | 172 |
|
|
2024
Q1 | $324K | Buy |
1,619
+52
| +3% | +$9.38K | 0.04% | 182 |
|
|
2023
Q4 | $267K | Hold |
1,567
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $227K | Buy |
1,567
+57
| +4% | +$8.54K | 0.03% | 187 |
|
|
2023
Q2 | $220K | Sell |
1,510
-44
| -3% | -$6.05K | 0.03% | 190 |
|
|
2023
Q1 | $202K | Buy |
1,554
+113
| +8% | +$15.5K | 0.03% | 185 |
|
|
2022
Q4 | $193K | Sell |
1,441
-173
| -11% | -$21.9K | 0.03% | 188 |
|
|
2022
Q3 | $169K | Buy |
1,614
+207
| +15% | +$23.8K | 0.03% | 175 |
|
|
2022
Q2 | $158K | Buy |
1,407
+21
| +2% | +$2.6K | 0.03% | 183 |
|
|
2022
Q1 | $189K | Buy |
1,386
+1
| +0.1% | +$148 | 0.03% | 191 |
|
|
2021
Q4 | $219K | Hold |
1,385
| – | – | 0.03% | 198 |
|
|
2021
Q3 | $227K | Buy |
1,385
+34
| +3% | +$5.33K | 0.03% | 190 |
|
|
2021
Q2 | $210K | Buy |
1,351
+1
| +0.1% | +$157 | 0.03% | 175 |
|
|
2021
Q1 | $206K | Buy |
1,350
+108
| +9% | +$15.5K | 0.03% | 199 |
|
|
2020
Q4 | $158K | Buy |
1,242
+1
| +0.1% | +$112 | 0.03% | 192 |
|
|
2020
Q3 | $119K | Sell |
1,241
-32
| -3% | -$3.14K | 0.02% | 203 |
|
|
2020
Q2 | $120K | Sell |
1,273
-286
| -18% | -$27.1K | 0.03% | 183 |
|
|
2020
Q1 | $140K | Buy |
1,559
+1
| +0.1% | +$121 | 0.04% | 132 |
|
|
2019
Q4 | $217K | Sell |
1,558
-467
| -23% | -$59.9K | 0.04% | 160 |
|
|
2019
Q3 | $238K | Sell |
2,025
-85
| -4% | -$9.61K | 0.05% | 166 |
|
|
2019
Q2 | $236K | Buy |
2,110
+9
| +0.4% | +$992 | 0.05% | 162 |
|
|
2019
Q1 | $213K | Buy |
2,101
+10
| +0.5% | +$1.03K | 0.05% | 153 |
|
|
2018
Q4 | $204K | Buy |
2,091
+10
| +0.5% | +$1.06K | 0.06% | 127 |
|
|
2018
Q3 | $235K | Sell |
2,081
-54
| -3% | -$6.13K | 0.05% | 145 |
|
|
2018
Q2 | $222K | Sell |
2,135
-293
| -12% | -$32.1K | 0.05% | 145 |
|
|
2018
Q1 | $267K | Buy |
2,428
+7
| +0.3% | +$793 | 0.06% | 141 |
|
|
2017
Q4 | $259K | Buy |
2,421
+327
| +16% | +$33.1K | 0.06% | 139 |
|
|
2017
Q3 | $200K | Buy |
+2,094
| New | +$193K | 0.05% | 136 |
|
Other funds holding JPM
Toth Financial Advisory's JPM Position: Q2 2026 in Review
Toth Financial Advisory increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,034 shares worth $666K. The position accounts for 0.07% of the portfolio, ranked #163.
Toth Financial Advisory first reported a position in JPM in Q3 2017 and has held it in 36 quarters since. 2,986 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Toth Financial Advisory held 2,034 shares of JPMorgan Chase worth $666K as of Q2 2026.
- Toth Financial Advisory bought 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
- JPMorgan Chase made up 0.07% of Toth Financial Advisory's portfolio in Q2 2026, its #163 holding.
- Toth Financial Advisory first reported a position in JPMorgan Chase in Q3 2017 and has held it in 36 quarters since.
- 2,986 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.