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Transcend Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Transcend 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 		$14M Sell
42,904
-548
-1% -$170K 0.95% 16
2026
Q1 		$12.8M Sell
43,452
-2,263
-5% -$687K 1.02% 18
2025
Q4 		$14.7M Sell
45,715
-5,035
-10% -$1.56M 1.14% 16
2025
Q3 		$16M Sell
50,750
-1,411
-3% -$420K 1.13% 14
2025
Q2 		$15.1M Sell
52,161
-16,385
-24% -$4.18M 1.17% 14
2025
Q1 		$16.8M Sell
68,546
-1,173
-2% -$299K 1.21% 11
2024
Q4 		$16.7M Sell
69,719
-10,019
-13% -$2.33M 1.21% 11
2024
Q3 		$16.8M Sell
79,738
-3,121
-4% -$657K 1.13% 11
2024
Q2 		$16.8M Buy
82,859
+2,796
+3% +$547K 1.22% 11
2024
Q1 		$16M Sell
80,063
-2,518
-3% -$454K 1.29% 11
2023
Q4 		$14M Buy
82,581
+3,309
+4% +$501K 1.25% 11
2023
Q3 		$11.5M Sell
79,272
-1,345
-2% -$202K 1.12% 11
2023
Q2 		$11.7M Sell
80,617
-1,356
-2% -$187K 1.12% 10
2023
Q1 		$10.7M Sell
81,973
-3,083
-4% -$422K 1.12% 12
2022
Q4 		$11.4M Sell
85,056
-13,197
-13% -$1.67M 1.24% 7
2022
Q3 		$10.3M Buy
98,253
+9,200
+10% +$1.06M 1.14% 9
2022
Q2 		$10M Buy
89,053
+53
+0.1% +$6.57K 1.04% 11
2022
Q1 		$12.1M Buy
89,000
+1,858
+2% +$274K 1.09% 10
2021
Q4 		$13.8M Sell
87,142
-11,501
-12% -$1.89M 1.22% 10
2021
Q3 		$16.9M Buy
+98,643
New +$15.5M 1.52% 8
2021
Q2 		– Sell
-84,945
Closed -$12.9M – 365
2021
Q1 		$12.9M Sell
84,945
-2,757
-3% -$397K 1.56% 8
2020
Q4 		$11.1M Buy
87,702
+21,140
+32% +$2.36M 1.46% 9
2020
Q3 		$6.41M Buy
66,562
+18,249
+38% +$1.79M 1.17% 13
2020
Q2 		$4.54M Sell
48,313
-4,652
-9% -$441K 1.48% 10
2020
Q1 		$4.78M Buy
52,965
+8,792
+20% +$1.07M 1.43% 10
2019
Q4 		$6.16M Buy
+44,173
New +$5.67M 1.66% 7

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 $3.37T AUM 44.26% 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

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

Transcend Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $170K and leaving 42,904 shares worth $14M. The position accounts for 0.95% of the portfolio, ranked #16.

Transcend Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.9M in Q3 2021. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Transcend Capital Advisors held 42,904 shares of JPMorgan Chase worth $14M as of Q2 2026.
  • Transcend Capital Advisors sold 548 JPMorgan Chase shares in Q2 2026, an estimated $170K.
  • JPMorgan Chase made up 0.95% of Transcend Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Transcend Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Transcend Capital Advisors's JPMorgan Chase position peaked at $16.9M in Q3 2021.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.