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Ethos Financial Group’s JPMorgan Chase JPM Stock Holding History

Ethos 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 		$8.34M Sell
24,341
-1,008
-4% -$313K 0.56% 45
2026
Q1 		$7.58M Buy
25,349
+455
+2% +$138K 0.55% 47
2025
Q4 		$8.02M Buy
24,894
+1,195
+5% +$370K 0.59% 43
2025
Q3 		$7.48M Sell
23,699
-176
-0.7% -$52.3K 0.59% 46
2025
Q2 		$6.92M Buy
23,875
+464
+2% +$118K 0.6% 48
2025
Q1 		$5.69M Buy
23,411
+4,646
+25% +$1.18M 0.54% 46
2024
Q4 		$4.55M Buy
18,765
+624
+3% +$145K 0.59% 50
2024
Q3 		$3.83M Sell
18,141
-93
-0.5% -$19.6K 0.63% 39
2024
Q2 		$3.71M Buy
18,234
+3
+0% +$587 0.65% 40
2024
Q1 		$3.65M Sell
18,231
-330
-2% -$59.5K 0.69% 39
2023
Q4 		$3.16M Sell
18,561
-1,749
-9% -$265K 0.67% 39
2023
Q3 		$2.95M Buy
20,310
+3,399
+20% +$510K 0.76% 39
2023
Q2 		$2.2M Hold
16,911
– – 0.74% 33
2023
Q1 		$2.2M Sell
16,911
-291
-2% -$39.9K 0.69% 35
2022
Q4 		$2.32M Buy
+17,202
New +$2.18M 0.79% 33

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 $3.38T AUM 44.17% 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

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

Ethos Financial Group reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $313K and leaving 24,341 shares worth $8.34M. The position accounts for 0.56% of the portfolio, ranked #45.

Ethos Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ethos Financial Group held 24,341 shares of JPMorgan Chase worth $8.34M as of Q2 2026.
  • Ethos Financial Group sold 1,008 JPMorgan Chase shares in Q2 2026, an estimated $313K.
  • JPMorgan Chase made up 0.56% of Ethos Financial Group's portfolio in Q2 2026, its #45 holding.
  • Ethos Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.