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Unify Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Unify 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 		$1.52M Sell
4,643
-69
-1% -$21.4K 1.4% 20
2026
Q1 		$1.39M Buy
4,712
+49
+1% +$14.9K 1.44% 17
2025
Q4 		$1.5M Buy
+4,663
New +$1.44M 1.57% 17

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Unify Financial Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $21.4K and leaving 4,643 shares worth $1.52M. The position accounts for 1.4% of the portfolio, ranked #20.

Unify Financial Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 1,447 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Unify Financial Advisors held 4,643 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
  • Unify Financial Advisors sold 69 JPMorgan Chase shares in Q2 2026, an estimated $21.4K.
  • JPMorgan Chase made up 1.4% of Unify Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Unify Financial Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 1,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.