URS Advisory’s JPMorgan Chase JPM Stock Holding History

URS Advisory’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	$359K	Buy	1,096 +36	+3%	+$11.2K	0.2%	46
2026 Q1	$312K	Buy	1,060 +60	+6%	+$18.2K	0.23%	42
2025 Q4	$322K	Buy	+1,000	New	+$310K	0.27%	34

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

URS Advisory's JPM Position: Q2 2026 in Review

URS Advisory increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,096 shares worth $359K. The position accounts for 0.2% of the portfolio, ranked #46.

URS Advisory first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

URS Advisory held 1,096 shares of JPMorgan Chase worth $359K as of Q2 2026.
URS Advisory bought 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
JPMorgan Chase made up 0.2% of URS Advisory's portfolio in Q2 2026, its #46 holding.
URS Advisory first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on URS Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.