FA
JPM icon

Faithward Advisors’s JPMorgan Chase JPM Stock Holding History

Faithward Advisors’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 		$2.91M Sell
8,883
-435
-5% -$135K 0.35% 76
2026
Q1 		$2.74M Sell
9,318
-120
-1% -$36.4K 0.39% 71
2025
Q4 		$3.04M Buy
9,438
+33
+0.4% +$10.2K 0.45% 61
2025
Q3 		$2.97M Sell
9,405
-126
-1% -$37.5K 0.44% 70
2025
Q2 		$2.76M Sell
9,531
-836
-8% -$213K 0.43% 66
2025
Q1 		$2.54M Sell
10,367
-222
-2% -$56.6K 0.44% 67
2024
Q4 		$2.54M Sell
10,589
-702
-6% -$164K 0.43% 68
2024
Q3 		$2.38M Sell
11,291
-546
-5% -$115K 0.41% 67
2024
Q2 		$2.39M Buy
11,837
+444
+4% +$86.8K 0.43% 66
2024
Q1 		$2.28M Buy
11,393
+3,637
+47% +$656K 0.41% 61
2023
Q4 		$1.35M Buy
7,756
+11
+0.1% +$1.67K 0.3% 70
2023
Q3 		$1.13M Buy
7,745
+14
+0.2% +$2.1K 0.28% 71
2023
Q2 		$1.19M Buy
7,731
+406
+6% +$55.8K 0.28% 70
2023
Q1 		$997K Buy
7,325
+3,316
+83% +$454K 0.23% 72
2022
Q4 		$538K Buy
4,009
+227
+6% +$28.8K 0.12% 91
2022
Q3 		$395K Sell
3,782
-1,198
-24% -$137K 0.09% 93
2022
Q2 		$561K Sell
4,980
-388
-7% -$48.1K 0.13% 83
2022
Q1 		$732K Buy
5,368
+1
+0% +$148 0.14% 76
2021
Q4 		$850K Buy
5,367
+100
+2% +$16.4K 0.16% 77
2021
Q3 		$862K Sell
5,267
-30
-0.6% -$4.7K 0.17% 74
2021
Q2 		$824K Sell
5,297
-600
-10% -$94.2K 0.16% 69
2021
Q1 		$898K Buy
5,897
+700
+13% +$101K 0.2% 77
2020
Q4 		$660K Sell
5,197
-255
-5% -$28.5K 0.29% 35
2020
Q3 		$525K Sell
5,452
-620
-10% -$60.9K 0.13% 78
2020
Q2 		$571K Sell
6,072
-1,258
-17% -$119K 0.15% 76
2020
Q1 		$660K Sell
7,330
-1,601
-18% -$195K 0.19% 78
2019
Q4 		$1.25M Sell
8,931
-200
-2% -$25.7K 0.29% 65
2019
Q3 		$1.07M Buy
+9,131
New +$1.03M 0.24% 45

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

Faithward Advisors's JPM Position: Q2 2026 in Review

Faithward Advisors reduced its JPMorgan Chase (JPM) stake by 4.7% in Q2 2026, selling an estimated $135K and leaving 8,883 shares worth $2.91M. The position accounts for 0.35% of the portfolio, ranked #76.

Faithward Advisors first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.04M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Faithward Advisors held 8,883 shares of JPMorgan Chase worth $2.91M as of Q2 2026.
  • Faithward Advisors sold 435 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 0.35% of Faithward Advisors's portfolio in Q2 2026, its #76 holding.
  • Faithward Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Faithward Advisors's JPMorgan Chase position peaked at $3.04M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.