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Family Investment Center’s JPMorgan Chase JPM Stock Holding History

Family Investment Center’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 		$341K Sell
1,041
-83
-7% -$25.8K 0.06% 80
2026
Q1 		$331K Sell
1,124
-696
-38% -$211K 0.06% 61
2025
Q4 		$586K Buy
1,820
+2
+0.1% +$619 0.12% 46
2025
Q3 		$574K Sell
1,818
-292
-14% -$86.8K 0.12% 47
2025
Q2 		$612K Buy
2,110
+1,031
+96% +$263K 0.14% 45
2025
Q1 		$265K Sell
1,079
-1,208
-53% -$308K 0.06% 64
2024
Q4 		$548K Sell
2,287
-133
-5% -$31K 0.14% 49
2024
Q3 		$510K Buy
2,420
+936
+63% +$197K 0.13% 45
2024
Q2 		$300K Hold
1,484
– – 0.09% 61
2024
Q1 		$297K Hold
1,484
– – 0.1% 61
2023
Q4 		$252K Hold
1,484
– – 0.13% 58
2023
Q3 		$215K Sell
1,484
-210
-12% -$31.5K 0.13% 49
2023
Q2 		$246K Hold
1,694
– – 0.16% 43
2023
Q1 		$221K Buy
+1,694
New +$232K 0.15% 46

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

Family Investment Center's JPM Position: Q2 2026 in Review

Family Investment Center reduced its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, selling an estimated $25.8K and leaving 1,041 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #80.

Family Investment Center first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $612K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Family Investment Center held 1,041 shares of JPMorgan Chase worth $341K as of Q2 2026.
  • Family Investment Center sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.06% of Family Investment Center's portfolio in Q2 2026, its #80 holding.
  • Family Investment Center first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Family Investment Center's JPMorgan Chase position peaked at $612K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.