FWI
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Facet Wealth Inc’s JPMorgan Chase JPM Stock Holding History

Facet Wealth Inc’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 		$4.48M Buy
13,688
+3,313
+32% +$1.03M 0.06% 60
2026
Q1 		$3.05M Buy
10,375
+1,929
+23% +$585K 0.05% 65
2025
Q4 		$2.54M Buy
8,446
+2,448
+41% +$758K 0.05% 66
2025
Q3 		$1.89M Buy
5,998
+938
+19% +$279K 0.04% 65
2025
Q2 		$1.5M Buy
5,060
+1,529
+43% +$390K 0.03% 66
2025
Q1 		$892K Buy
3,531
+455
+15% +$116K 0.02% 69
2024
Q4 		$848K Buy
3,076
+56
+2% +$13K 0.02% 69
2024
Q3 		$673K Buy
3,020
+691
+30% +$146K 0.02% 76
2024
Q2 		$501K Buy
2,329
+244
+12% +$47.7K 0.02% 83
2024
Q1 		$400K Sell
2,085
-125
-6% -$22.6K 0.01% 80
2023
Q4 		$387K Buy
2,210
+325
+17% +$49.3K 0.01% 76
2023
Q3 		$262K Buy
+1,885
New +$283K 0.01% 80

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

Facet Wealth Inc's JPM Position: Q2 2026 in Review

Facet Wealth Inc increased its JPMorgan Chase (JPM) stake by 32% in Q2 2026, buying an estimated $1.03M and bringing the position to 13,688 shares worth $4.48M. The position accounts for 0.06% of the portfolio, ranked #60.

Facet Wealth Inc first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Facet Wealth Inc held 13,688 shares of JPMorgan Chase worth $4.48M as of Q2 2026.
  • Facet Wealth Inc bought 3,313 JPMorgan Chase shares in Q2 2026, an estimated $1.03M.
  • JPMorgan Chase made up 0.06% of Facet Wealth Inc's portfolio in Q2 2026, its #60 holding.
  • Facet Wealth Inc first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.