Abound Financial’s JPMorgan Chase JPM Stock Holding History

Abound Financial’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	$129K	Hold	395	–	–	0.05%	79
2026 Q1	$116K	Buy	395 +1	+0.3%	+$303	0.05%	77
2025 Q4	$127K	Buy	+394	New	+$122K	0.05%	74
2025 Q2	–	Sell	-440	Closed	-$108K	–	163
2025 Q1	$108K	Buy	+440	New	+$112K	0.05%	89

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

Abound Financial's JPM Position: Q2 2026 in Review

Abound Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 395 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #79.

Abound Financial first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Abound Financial held 395 shares of JPMorgan Chase worth $129K as of Q2 2026.
Abound Financial left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.05% of Abound Financial's portfolio in Q2 2026, its #79 holding.
Abound Financial first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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