Farther Finance Advisors’s JPMorgan Chase JPM Stock Holding History

Farther Finance 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	$54.8M	Buy	167,272 +24,292	+17%	+$7.54M	0.43%	38
2026 Q1	$42.2M	Sell	142,980 -2,065	-1%	-$627K	0.4%	46
2025 Q4	$46.7M	Buy	145,045 +52,037	+56%	+$16.1M	0.5%	35
2025 Q3	$29.3M	Buy	93,008 +12,443	+15%	+$3.7M	0.44%	45
2025 Q2	$23.4M	Buy	80,565 +28,138	+54%	+$7.18M	0.47%	33
2025 Q1	$12.8M	Buy	52,427 +11,429	+28%	+$2.91M	0.33%	57
2024 Q4	$9.83M	Sell	40,998 -2,897	-7%	-$675K	0.36%	60
2024 Q3	$9.26M	Buy	43,895 +3,604	+9%	+$759K	0.35%	56
2024 Q2	$8.28M	Buy	40,291 +9,308	+30%	+$1.82M	0.4%	41
2024 Q1	$6.16M	Buy	30,983 +3,884	+14%	+$701K	0.38%	52
2023 Q4	$4.61M	Buy	27,099 +8,884	+49%	+$1.35M	0.33%	61
2023 Q3	$2.64M	Buy	18,215 +3,694	+25%	+$554K	0.41%	44
2023 Q2	$2.11M	Buy	14,521 +1,745	+14%	+$240K	0.46%	44
2023 Q1	$1.66M	Buy	12,776 +7,206	+129%	+$987K	0.49%	38
2022 Q4	$747K	Buy	+5,570	New	+$706K	0.29%	68

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Farther Finance Advisors's JPM Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $7.54M and bringing the position to 167,272 shares worth $54.8M. The position accounts for 0.43% of the portfolio, ranked #38.

Farther Finance Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Farther Finance Advisors held 167,272 shares of JPMorgan Chase worth $54.8M as of Q2 2026.
Farther Finance Advisors bought 24,292 JPMorgan Chase shares in Q2 2026, an estimated $7.54M.
JPMorgan Chase made up 0.43% of Farther Finance Advisors's portfolio in Q2 2026, its #38 holding.
Farther Finance Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.