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Fairvoy Private Wealth’s JPMorgan Chase JPM Stock Holding History

Fairvoy Private Wealth’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 		$1.86M Buy
5,679
+500
+10% +$155K 0.38% 58
2026
Q1 		$1.52M Sell
5,179
-39
-0.7% -$11.8K 0.36% 69
2025
Q4 		$1.68M Sell
5,218
-4
-0.1% -$1.24K 0.38% 58
2025
Q3 		$1.65M Sell
5,222
-167
-3% -$49.7K 0.38% 60
2025
Q2 		$1.56M Buy
5,389
+676
+14% +$173K 0.39% 60
2025
Q1 		$1.16M Sell
4,713
-7
-0.1% -$1.78K 0.32% 70
2024
Q4 		$1.13M Buy
+4,720
New +$1.1M 0.3% 69

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fairvoy Private Wealth's JPM Position: Q2 2026 in Review

Fairvoy Private Wealth increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $155K and bringing the position to 5,679 shares worth $1.86M. The position accounts for 0.38% of the portfolio, ranked #58.

Fairvoy Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fairvoy Private Wealth held 5,679 shares of JPMorgan Chase worth $1.86M as of Q2 2026.
  • Fairvoy Private Wealth bought 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 0.38% of Fairvoy Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Fairvoy Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.