Curran Financial Partners’s JPMorgan Chase JPM Stock Holding History

Curran 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	$343K	Sell	1,049 -245	-19%	-$76.1K	0.05%	103
2026 Q1	$381K	Buy	1,294 +364	+39%	+$110K	0.07%	88
2025 Q4	$300K	Sell	930 -177	-16%	-$54.8K	0.06%	104
2025 Q3	$349K	Sell	1,107 -188	-15%	-$55.9K	0.07%	105
2025 Q2	$375K	Buy	1,295 +211	+19%	+$53.8K	0.08%	92
2025 Q1	$266K	Buy	+1,084	New	+$276K	0.07%	83
2022 Q4	–	Sell	-2,299	Closed	-$240K	–	68
2022 Q3	$240K	Sell	2,299 -105	-4%	-$12.1K	0.12%	58
2022 Q2	$271K	Buy	2,404 +11	+0.5%	+$1.36K	0.13%	52
2022 Q1	$326K	Buy	2,393 +1	+0%	+$148	0.13%	62
2021 Q4	$379K	Buy	+2,392	New	+$393K	0.16%	54

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 $3.37T AUM 44.26% 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

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

Curran Financial Partners reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $76.1K and leaving 1,049 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #103.

Curran Financial Partners first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $381K in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Curran Financial Partners held 1,049 shares of JPMorgan Chase worth $343K as of Q2 2026.
Curran Financial Partners sold 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
JPMorgan Chase made up 0.05% of Curran Financial Partners's portfolio in Q2 2026, its #103 holding.
Curran Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
Curran Financial Partners's JPMorgan Chase position peaked at $381K in Q1 2026.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.