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World Investment Advisors’s JPMorgan Chase JPM Stock Holding History

World 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 		$69.5M Sell
235,534
-5,404
-2% -$1.68M 1.15% 10
2026
Q1 		$70.9M Sell
240,938
-5,080
-2% -$1.54M 1.14% 9
2025
Q4 		$79.3M Buy
246,018
+12,425
+5% +$3.85M 1.29% 9
2025
Q3 		$73.7M Buy
233,593
+2,001
+0.9% +$595K 1.51% 7
2025
Q2 		$67.1M Buy
231,592
+23,437
+11% +$5.98M 1.52% 7
2025
Q1 		$51.1M Buy
208,155
+7,718
+4% +$1.97M 1.33% 7
2024
Q4 		$48M Buy
200,437
+9,685
+5% +$2.26M 1.31% 8
2024
Q3 		$40.2M Buy
190,752
+121,819
+177% +$25.7M 1.26% 8
2024
Q2 		$13.9M Buy
68,933
+59,442
+626% +$11.6M 0.87% 24
2024
Q1 		$3.06M Sell
9,491
-9,791
-51% -$1.77M 0.44% 54
2023
Q4 		$3.28M Buy
19,282
+14,957
+346% +$2.27M 0.43% 52
2023
Q3 		$627K Buy
4,325
+213
+5% +$31.9K 0.12% 124
2023
Q2 		$598K Buy
4,112
+1,139
+38% +$157K 0.12% 120
2023
Q1 		$387K Sell
2,973
-95
-3% -$13K 0.08% 153
2022
Q4 		$411K Buy
3,068
+24
+0.8% +$3.04K 0.09% 148
2022
Q3 		$318K Sell
3,044
-68
-2% -$7.8K 0.08% 177
2022
Q2 		$354K Sell
3,112
-52
-2% -$6.44K 0.07% 178
2022
Q1 		$431K Sell
3,164
-35
-1% -$5.17K 0.09% 161
2021
Q4 		$499K Buy
3,199
+744
+30% +$122K 0.1% 145
2021
Q3 		$402K Sell
2,455
-145
-6% -$22.7K 0.09% 155
2021
Q2 		$404K Buy
2,600
+17
+0.7% +$2.67K 0.09% 150
2021
Q1 		$417K Sell
2,583
-161
-6% -$23.2K 0.1% 134
2020
Q4 		$388K Sell
2,744
-1
-0% -$112 0.1% 143
2020
Q3 		$264K Buy
+2,745
New +$270K 0.09% 133
2019
Q1 		– Sell
-5,322
Closed -$546K – 140
2018
Q4 		$546K Buy
+5,322
New +$567K 0.25% 64

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 $3.38T AUM 44.17% 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

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

World Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $1.68M and leaving 235,534 shares worth $69.5M. The position accounts for 1.15% of the portfolio, ranked #10.

World Investment Advisors first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. The position peaked at $79.3M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • World Investment Advisors held 235,534 shares of JPMorgan Chase worth $69.5M as of Q2 2026.
  • World Investment Advisors sold 5,404 JPMorgan Chase shares in Q2 2026, an estimated $1.68M.
  • JPMorgan Chase made up 1.15% of World Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • World Investment Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • World Investment Advisors's JPMorgan Chase position peaked at $79.3M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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