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Fairman Group’s JPMorgan Chase JPM Stock Holding History

Fairman 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 		$25.7K Hold
78
– – 0.02% 131
2026
Q1 		$23K Hold
78
– – 0.02% 123
2025
Q4 		$25.1K Hold
78
– – 0.02% 121
2025
Q3 		$24.5K Hold
78
– – 0.02% 129
2025
Q2 		$22.5K Buy
78
+1
+1% +$255 0.02% 130
2025
Q1 		$18.5K Sell
77
-811
-91% -$207K 0.02% 127
2024
Q4 		$213K Sell
888
-12
-1% -$2.79K 0.18% 57
2024
Q3 		$190K Hold
900
– – 0.17% 58
2024
Q2 		$182K Buy
900
+1
+0.1% +$196 0.18% 57
2024
Q1 		$180K Hold
899
– – 0.17% 54
2023
Q4 		$153K Buy
+899
New +$136K 0.15% 60

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fairman Group's JPM Position: Q2 2026 in Review

Fairman Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 78 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #131.

Fairman Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $213K in Q4 2024. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fairman Group held 78 shares of JPMorgan Chase worth $25.7K as of Q2 2026.
  • Fairman Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.02% of Fairman Group's portfolio in Q2 2026, its #131 holding.
  • Fairman Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's JPMorgan Chase position peaked at $213K in Q4 2024.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.