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Advus Financial Partners, LLC’s JPMorgan Chase JPM Stock Holding History

Advus Financial Partners, LLC’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 		$4.27M Sell
13,032
-327
-2% -$102K 0.97% 21
2026
Q1 		$3.93M Buy
13,359
+253
+2% +$76.8K 0.98% 22
2025
Q4 		$4.22M Sell
13,106
-901
-6% -$279K 1.02% 20
2025
Q3 		$4.42M Sell
14,007
-426
-3% -$127K 1.06% 19
2025
Q2 		$4.18M Sell
14,433
-540
-4% -$138K 1.07% 19
2025
Q1 		$3.67M Buy
14,973
+51
+0.3% +$13K 1.03% 22
2024
Q4 		$3.58M Buy
14,922
+630
+4% +$147K 1.01% 22
2024
Q3 		$3.01M Sell
14,292
-53
-0.4% -$11.2K 0.86% 25
2024
Q2 		$2.9M Buy
14,345
+207
+1% +$40.5K 0.88% 24
2024
Q1 		$2.83M Sell
14,138
-345
-2% -$62.3K 0.88% 24
2023
Q4 		$2.46M Buy
14,483
+278
+2% +$42.1K 0.85% 26
2023
Q3 		$2.06M Buy
14,205
+228
+2% +$34.2K 0.81% 26
2023
Q2 		$2.03M Buy
13,977
+535
+4% +$73.6K 0.78% 28
2023
Q1 		$1.75M Buy
13,442
+286
+2% +$39.2K 0.72% 29
2022
Q4 		$1.76M Sell
13,156
-463
-3% -$58.7K 0.77% 28
2022
Q3 		$1.42M Buy
13,619
+2,326
+21% +$267K 0.76% 28
2022
Q2 		$1.27M Buy
11,293
+1,964
+21% +$243K 0.67% 28
2022
Q1 		$1.27M Buy
+9,329
New +$1.38M 0.65% 30
2021
Q3 		$1.22M Buy
+7,696
New +$1.21M 0.67% 26

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 $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's JPM Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $102K and leaving 13,032 shares worth $4.27M. The position accounts for 0.97% of the portfolio, ranked #21.

Advus Financial Partners, LLC first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q3 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Advus Financial Partners, LLC held 13,032 shares of JPMorgan Chase worth $4.27M as of Q2 2026.
  • Advus Financial Partners, LLC sold 327 JPMorgan Chase shares in Q2 2026, an estimated $102K.
  • JPMorgan Chase made up 0.97% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #21 holding.
  • Advus Financial Partners, LLC first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's JPMorgan Chase position peaked at $4.42M in Q3 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.