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Bill Few Associates’s JPMorgan Chase JPM Stock Holding History

Bill Few Associates’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 		$11M Sell
33,603
-615
-2% -$191K 2.34% 7
2026
Q1 		$10.1M Buy
34,218
+734
+2% +$223K 2.41% 6
2025
Q4 		$10.8M Buy
33,484
+614
+2% +$190K 2.65% 6
2025
Q3 		$10.4M Buy
32,870
+26
+0.1% +$7.73K 2.67% 6
2025
Q2 		$9.52M Sell
32,844
-491
-1% -$125K 2.7% 6
2025
Q1 		$8.18M Sell
33,335
-283
-0.8% -$72.1K 2.92% 4
2024
Q4 		$8.06M Sell
33,618
-372
-1% -$86.6K 2.83% 4
2024
Q3 		$7.17M Buy
33,990
+25
+0.1% +$5.27K 2.54% 5
2024
Q2 		$6.87M Sell
33,965
-918
-3% -$179K 2.64% 5
2024
Q1 		$6.99M Buy
34,883
+974
+3% +$176K 2.83% 4
2023
Q4 		$5.77M Buy
33,909
+311
+0.9% +$47.1K 2.63% 4
2023
Q3 		$4.87M Buy
33,598
+810
+2% +$121K 2.55% 9
2023
Q2 		$4.77M Buy
32,788
+91
+0.3% +$12.5K 2.46% 7
2023
Q1 		$4.26M Buy
32,697
+936
+3% +$128K 2.37% 7
2022
Q4 		$4.26M Sell
31,761
-685
-2% -$86.8K 2.52% 9
2022
Q3 		$3.39M Buy
32,446
+185
+0.6% +$21.2K 2.29% 13
2022
Q2 		$3.63M Buy
32,261
+693
+2% +$85.9K 2.32% 14
2022
Q1 		$4.3M Buy
31,568
+316
+1% +$46.6K 2.34% 9
2021
Q4 		$4.95M Buy
+31,252
New +$5.13M 2.56% 9

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Bill Few Associates's JPM Position: Q2 2026 in Review

Bill Few Associates reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $191K and leaving 33,603 shares worth $11M. The position accounts for 2.34% of the portfolio, ranked #7.

Bill Few Associates first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bill Few Associates held 33,603 shares of JPMorgan Chase worth $11M as of Q2 2026.
  • Bill Few Associates sold 615 JPMorgan Chase shares in Q2 2026, an estimated $191K.
  • JPMorgan Chase made up 2.34% of Bill Few Associates's portfolio in Q2 2026, its #7 holding.
  • Bill Few Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.