JPM · News · 20260920N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-20 · Importance 31 · Surprise 46

Peak Asset Management increased its JPMorgan stake by 7% during Q2, making JPMorgan its seventh-largest position. Manning & Napier Advisors reduced its position by 6.3% and held 94,965 shares after selling 6,365 shares. Investor’s Fiduciary Advisor Network cut its stake by 55.8% to 1,950 shares after selling 2,461 shares, while Park Place Capital reduced its position by 17.7% to 14,001 shares. TCM Advisors reduced its position by 96.5% to 100 shares, whereas Whalen Wealth Management increased its holdings by 33.0% to 10,708 shares and Fiduciary Financial Advisors purchased 6,411 shares valued at approximately $2.1 million.

Key facts

• Investor s Fiduciary Advisor Network LLC lowered its stake in JPMorgan Chase and Co. by 55.8% and owned 1,950 shares after selling 2,461 shares during the period. source
• TCM Advisors LLC decreased its stake in shares of JPMorgan Chase and Co. by 96.5% during the second quarter and owned 100 shares after selling 2,731 shares during the quarter. source
• Vega Investment Solutions reduced its stake in JPMorgan Chase & Co. by 51.7% in the second quarter, selling over 7,000 shares. source
• Park Place Capital Corp lowered its stake in JPMorgan Chase and Co. by 17.7% during the second quarter and owned 14,001 shares after selling 3,017 shares during the quarter. source
• Fiduciary Financial Advisors purchased 6,411 shares of JPMorgan Chase & Co. valued at approximately $2.1 million. source
• Peak Asset Management LLC increased its stake in JPMorgan Chase & Co. (JPM) by 7% during Q2, making it their seventh-largest holding. source
• Manning and Napier Advisors LLC decreased its position in shares of JPMorgan Chase and Co. by 6.3% and owned 94,965 shares after selling 6,365 shares during the quarter. source