Bouchey Financial Group’s JPMorgan Chase JPM Stock Holding History

Bouchey Financial Group’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	$2.78M	Buy	8,495 +172	+2%	+$53.4K	0.18%	37
2026 Q1	$2.59M	Sell	8,323 -417	-5%	-$127K	0.19%	35
2025 Q4	$2.82M	Buy	8,740 +37	+0.4%	+$11.5K	0.21%	37
2025 Q3	$2.75M	Buy	8,703 +7	+0.1%	+$2.08K	0.21%	32
2025 Q2	$2.52M	Buy	8,696 +174	+2%	+$44.4K	0.21%	32
2025 Q1	$2.09M	Buy	8,522 +100	+1%	+$25.5K	0.19%	35
2024 Q4	$2.02M	Buy	8,422 +57	+0.7%	+$13.3K	0.18%	35
2024 Q3	$1.76M	Buy	8,365 +111	+1%	+$23.4K	0.16%	36
2024 Q2	$1.67M	Sell	8,254 -110	-1%	-$21.5K	0.16%	37
2024 Q1	$1.68M	Sell	8,364 -64	-0.8%	-$11.5K	0.16%	38
2023 Q4	$1.43M	Sell	8,428 -307	-4%	-$46.5K	0.15%	41
2023 Q3	$1.27M	Buy	8,735 +905	+12%	+$136K	0.16%	38
2023 Q2	$1.14M	Sell	7,830 -471	-6%	-$64.8K	0.14%	39
2023 Q1	$1.08M	Buy	8,301 +164	+2%	+$22.5K	0.14%	40
2022 Q4	$1.09M	Hold	8,137	–	–	0.16%	38
2022 Q3	$850K	Buy	8,137 +2	+0%	+$230	0.12%	43
2022 Q2	$916K	Buy	8,135 +2	+0%	+$248	0.15%	38
2022 Q1	$1.11M	Sell	8,133 -240	-3%	-$35.4K	0.15%	36
2021 Q4	$1.33M	Buy	8,373 +1,041	+14%	+$171K	0.18%	38
2021 Q3	$1.2M	Buy	7,332 +1,195	+19%	+$187K	0.17%	38
2021 Q2	$954K	Sell	6,137 -51	-0.8%	-$8.01K	0.15%	34
2021 Q1	$942K	Buy	6,188 +985	+19%	+$142K	0.15%	35
2020 Q4	$661K	Hold	5,203	–	–	0.11%	39
2020 Q3	$501K	Buy	5,203 +170	+3%	+$16.7K	0.1%	41
2020 Q2	$473K	Buy	5,033 +158	+3%	+$15K	0.1%	41
2020 Q1	$439K	Sell	4,875 -43	-0.9%	-$5.22K	0.12%	41
2019 Q4	$686K	Buy	4,918 +43	+0.9%	+$5.51K	0.16%	44
2019 Q3	$574K	Hold	4,875	–	–	0.14%	45
2019 Q2	$545K	Hold	4,875	–	–	0.13%	44
2019 Q1	$493K	Hold	4,875	–	–	0.12%	47
2018 Q4	$476K	Buy	4,875 +1,750	+56%	+$186K	0.14%	44
2018 Q3	$353K	Sell	3,125 -173	-5%	-$19.6K	0.09%	52
2018 Q2	$344K	Hold	3,298	–	–	0.09%	49
2018 Q1	$363K	Sell	3,298 -774	-19%	-$87.6K	0.1%	47
2017 Q4	$435K	Buy	+4,072	New	+$412K	0.13%	51

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Bouchey Financial Group's JPM Position: Q2 2026 in Review

Bouchey Financial Group increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $53.4K and bringing the position to 8,495 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #37.

Bouchey Financial Group first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.82M in Q4 2025. 1,922 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bouchey Financial Group held 8,495 shares of JPMorgan Chase worth $2.78M as of Q2 2026.
Bouchey Financial Group bought 172 JPMorgan Chase shares in Q2 2026, an estimated $53.4K.
JPMorgan Chase made up 0.18% of Bouchey Financial Group's portfolio in Q2 2026, its #37 holding.
Bouchey Financial Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
Bouchey Financial Group's JPMorgan Chase position peaked at $2.82M in Q4 2025.
1,922 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.