Woodward Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Woodward 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	$1.34M	Buy	4,097 +2	+0%	+$621	0.45%	23
2026 Q1	$1.16M	Sell	4,095 -16	-0.4%	-$4.86K	0.45%	26
2025 Q4	$1.32M	Sell	4,111 -42	-1%	-$13K	0.5%	26
2025 Q3	$1.31M	Hold	4,153	–	–	0.5%	26
2025 Q2	$1.2M	Sell	4,153 -281	-6%	-$71.7K	0.5%	26
2025 Q1	$1.09M	Sell	4,434 -188	-4%	-$47.9K	0.52%	25
2024 Q4	$1.11M	Sell	4,622 -90	-2%	-$21K	0.55%	24
2024 Q3	$994K	Sell	4,712 -395	-8%	-$83.2K	0.5%	26
2024 Q2	$1.05M	Buy	5,107 +3,477	+213%	+$680K	0.6%	25
2024 Q1	$324K	Buy	1,630 +42	+3%	+$7.58K	0.2%	44
2023 Q4	$270K	Buy	+1,588	New	+$241K	0.18%	44
2023 Q3	–	Sell	-1,570	Closed	-$228K	–	50
2023 Q2	$228K	Sell	1,570 -42	-3%	-$5.78K	0.17%	45
2023 Q1	$210K	Buy	+1,612	New	+$221K	0.17%	43
2022 Q2	–	Sell	-1,478	Closed	-$201K	–	49
2022 Q1	$201K	Sell	1,478 -8	-0.5%	-$1.18K	0.21%	40
2021 Q4	$235K	Buy	+1,486	New	+$244K	0.24%	36

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Woodward Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $621 and bringing the position to 4,097 shares worth $1.34M. The position accounts for 0.45% of the portfolio, ranked #23.

Woodward Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Woodward Financial Advisors held 4,097 shares of JPMorgan Chase worth $1.34M as of Q2 2026.
Woodward Financial Advisors bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.45% of Woodward Financial Advisors's portfolio in Q2 2026, its #23 holding.
Woodward Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.