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Alpha Financial Partners’s JPMorgan Chase JPM Stock Holding History

Alpha Financial Partners’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 		$4.05M Buy
12,364
+13
+0.1% +$4.04K 2.13% 11
2026
Q1 		$3.63M Buy
12,351
+63
+0.5% +$19.1K 2.15% 11
2025
Q4 		$3.96M Buy
12,288
+9,532
+346% +$2.95M 2.42% 10
2025
Q3 		$869K Sell
2,756
-14
-0.5% -$4.16K 0.57% 30
2025
Q2 		$803K Sell
2,770
-46
-2% -$11.7K 0.58% 29
2025
Q1 		$691K Sell
2,816
-47
-2% -$12K 0.55% 29
2024
Q4 		$686K Sell
2,863
-466
-14% -$109K 0.54% 26
2024
Q3 		$702K Buy
3,329
+343
+11% +$72.2K 0.5% 42
2024
Q2 		$604K Buy
2,986
+257
+9% +$50.2K 0.52% 29
2024
Q1 		$547K Buy
2,729
+87
+3% +$15.7K 0.5% 32
2023
Q4 		$449K Buy
2,642
+79
+3% +$12K 0.44% 31
2023
Q3 		$372K Sell
2,563
-1,268
-33% -$190K 0.43% 39
2023
Q2 		$557K Sell
3,831
-120
-3% -$16.5K 0.59% 33
2023
Q1 		$515K Sell
3,951
-372
-9% -$51K 0.58% 34
2022
Q4 		$580K Buy
+4,323
New +$548K 0.7% 28

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

Alpha Financial Partners's JPM Position: Q2 2026 in Review

Alpha Financial Partners increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $4.04K and bringing the position to 12,364 shares worth $4.05M. The position accounts for 2.13% of the portfolio, ranked #11.

Alpha Financial Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Alpha Financial Partners held 12,364 shares of JPMorgan Chase worth $4.05M as of Q2 2026.
  • Alpha Financial Partners bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 2.13% of Alpha Financial Partners's portfolio in Q2 2026, its #11 holding.
  • Alpha Financial Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.