Uptown Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Uptown 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	$314K	Hold	958	–	–	0.21%	62
2026 Q1	$282K	Hold	958	–	–	0.22%	58
2025 Q4	$309K	Sell	958 -500	-34%	-$155K	0.22%	59
2025 Q3	$460K	Hold	1,458	–	–	0.38%	39
2025 Q2	$423K	Hold	1,458	–	–	0.36%	42
2025 Q1	$358K	Hold	1,458	–	–	0.37%	41
2024 Q4	$349K	Buy	+1,458	New	+$340K	0.38%	40

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Uptown Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 958 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #62.

Uptown Financial Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q3 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Uptown Financial Advisors held 958 shares of JPMorgan Chase worth $314K as of Q2 2026.
Uptown Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.21% of Uptown Financial Advisors's portfolio in Q2 2026, its #62 holding.
Uptown Financial Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's JPMorgan Chase position peaked at $460K in Q3 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.