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Ulland Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Ulland Investment 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 		$83K Hold
253
– – 0.06% 107
2026
Q1 		$74K Sell
253
-5
-2% -$1.52K 0.06% 102
2025
Q4 		$83K Sell
258
-38
-13% -$11.8K 0.07% 100
2025
Q3 		$93K Buy
296
+87
+42% +$25.9K 0.07% 94
2025
Q2 		$61K Sell
209
-175
-46% -$44.7K 0.05% 103
2025
Q1 		$94K Buy
384
+175
+84% +$44.6K 0.08% 88
2024
Q4 		$50K Hold
209
– – 0.03% 114
2024
Q3 		$44K Hold
209
– – 0.03% 110
2024
Q2 		$42K Hold
209
– – 0.03% 116
2024
Q1 		$42K Hold
209
– – 0.03% 117
2023
Q4 		$36K Sell
209
-55
-21% -$8.34K 0.04% 112
2023
Q3 		$38K Sell
264
-86
-25% -$12.9K 0.04% 112
2023
Q2 		$51K Hold
350
– – 0.05% 101
2023
Q1 		$46K Hold
350
– – 0.05% 96
2022
Q4 		$47K Sell
350
-100
-22% -$12.7K 0.06% 95
2022
Q3 		$47K Sell
450
-723
-62% -$83K 0.05% 95
2022
Q2 		$132K Hold
1,173
– – 0.14% 63
2022
Q1 		$160K Sell
1,173
-1,870
-61% -$276K 0.12% 65
2021
Q4 		$482K Buy
+3,043
New +$500K 0.31% 49

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

Ulland Investment Advisors's JPM Position: Q2 2026 in Review

Ulland Investment Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 253 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #107.

Ulland Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ulland Investment Advisors held 253 shares of JPMorgan Chase worth $83K as of Q2 2026.
  • Ulland Investment Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.06% of Ulland Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Ulland Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's JPMorgan Chase position peaked at $482K in Q4 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.