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Farrow Financial’s JPMorgan Chase JPM Stock Holding History

Farrow Financial’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 		$2.7M Buy
8,252
+110
+1% +$34.2K 1.44% 28
2026
Q1 		$2.4M Sell
8,142
-2,158
-21% -$655K 1.36% 32
2025
Q4 		$3.32M Buy
10,300
+57
+0.6% +$17.6K 1.91% 16
2025
Q3 		$3.23M Buy
10,243
+19
+0.2% +$5.65K 1.87% 16
2025
Q2 		$2.96M Sell
10,224
-461
-4% -$118K 1.8% 18
2025
Q1 		$2.62M Buy
10,685
+400
+4% +$102K 1.76% 18
2024
Q4 		$2.46M Sell
10,285
-433
-4% -$101K 1.6% 20
2024
Q3 		$2.26M Sell
10,718
-210
-2% -$44.2K 1.42% 29
2024
Q2 		$2.21M Buy
10,928
+101
+0.9% +$19.7K 1.51% 24
2024
Q1 		$2.17M Sell
10,827
-2,173
-17% -$392K 1.52% 21
2023
Q4 		$2.21M Buy
+13,000
New +$1.97M 1.66% 20

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

Farrow Financial's JPM Position: Q2 2026 in Review

Farrow Financial increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 8,252 shares worth $2.7M. The position accounts for 1.44% of the portfolio, ranked #28.

Farrow Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Farrow Financial held 8,252 shares of JPMorgan Chase worth $2.7M as of Q2 2026.
  • Farrow Financial bought 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 1.44% of Farrow Financial's portfolio in Q2 2026, its #28 holding.
  • Farrow Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Farrow Financial's JPMorgan Chase position peaked at $3.32M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.