FMI
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F/M Investments’s JPMorgan Chase JPM Stock Holding History

F/M Investments’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 		$14.1M Buy
43,065
+1,690
+4% +$525K 0.72% 28
2026
Q1 		$12.2M Sell
41,375
-62,613
-60% -$19M 0.81% 30
2025
Q4 		$33.5M Sell
103,988
-5,991
-5% -$1.85M 1.27% 12
2025
Q3 		$34.7M Sell
109,979
-2,794
-2% -$831K 1.34% 12
2025
Q2 		$32.7M Sell
112,773
-879
-0.8% -$224K 1.19% 15
2025
Q1 		$27.9M Sell
113,652
-11,176
-9% -$2.85M 1.11% 19
2024
Q4 		$29.9M Buy
124,828
+22,666
+22% +$5.28M 1.1% 19
2024
Q3 		$21.5M Buy
102,162
+812
+0.8% +$171K 0.68% 24
2024
Q2 		$20.5M Buy
101,350
+95,729
+1,703% +$18.7M 0.74% 25
2024
Q1 		$1.13M Sell
5,621
-80
-1% -$14.4K 0.76% 36
2023
Q4 		$970K Buy
5,701
+3
+0.1% +$455 0.55% 48
2023
Q3 		$826K Buy
5,698
+166
+3% +$24.9K 0.62% 42
2023
Q2 		$805K Buy
5,532
+243
+5% +$33.4K 0.59% 42
2023
Q1 		$689K Sell
5,289
-12,425
-70% -$1.7M 0.7% 35
2022
Q4 		$2.38M Buy
+17,714
New +$2.24M 2.88% 9
2022
Q3 		– Sell
-4,188
Closed -$651K – 61
2022
Q2 		$651K Sell
4,188
-400
-9% -$49.6K 0.51% 38
2022
Q1 		$625K Buy
4,588
+80
+2% +$11.8K 0.5% 37
2021
Q4 		$714K Hold
4,508
– – 0.52% 39
2021
Q3 		$738K Buy
4,508
+320
+8% +$50.2K 0.53% 43
2021
Q2 		$651K Sell
4,188
-1,523
-27% -$239K 0.51% 38
2021
Q1 		$869K Sell
5,711
-30
-0.5% -$4.32K 0.69% 37
2020
Q4 		$729K Buy
+5,741
New +$642K 0.64% 34

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

F/M Investments's JPM Position: Q2 2026 in Review

F/M Investments increased its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, buying an estimated $525K and bringing the position to 43,065 shares worth $14.1M. The position accounts for 0.72% of the portfolio, ranked #28.

F/M Investments first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.7M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • F/M Investments held 43,065 shares of JPMorgan Chase worth $14.1M as of Q2 2026.
  • F/M Investments bought 1,690 JPMorgan Chase shares in Q2 2026, an estimated $525K.
  • JPMorgan Chase made up 0.72% of F/M Investments's portfolio in Q2 2026, its #28 holding.
  • F/M Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • F/M Investments's JPMorgan Chase position peaked at $34.7M in Q3 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.