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Fairway Wealth’s JPMorgan Chase JPM Stock Holding History

Fairway 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 		$286K Buy
874
+55
+7% +$17.1K 0.07% 64
2026
Q1 		$241K Sell
819
-44
-5% -$13.4K 0.06% 67
2025
Q4 		$278K Buy
863
+44
+5% +$13.6K 0.08% 60
2025
Q3 		$258K Buy
819
+748
+1,054% +$222K 0.07% 57
2025
Q2 		$20.6K Sell
71
-73
-51% -$18.6K 0.01% 105
2025
Q1 		$35.3K Sell
144
-250
-63% -$63.7K 0.01% 106
2024
Q4 		$94.4K Buy
+394
New +$91.8K 0.04% 76
2024
Q3 		– Sell
-158
Closed -$32K – 247
2024
Q2 		$32K Buy
+158
New +$30.9K 0.02% 78

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

Fairway Wealth's JPM Position: Q2 2026 in Review

Fairway Wealth increased its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 874 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #64.

Fairway Wealth first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fairway Wealth held 874 shares of JPMorgan Chase worth $286K as of Q2 2026.
  • Fairway Wealth bought 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 0.07% of Fairway Wealth's portfolio in Q2 2026, its #64 holding.
  • Fairway Wealth first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.