FFA
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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
Q3 		$66.4M Buy
200,767
+33,495
+20% +$11.7M 0.47% 37
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors's JPM Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $11.7M and bringing the position to 200,767 shares worth $66.4M. The position accounts for 0.47% of the portfolio, ranked #37.

Farther Finance Advisors first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 175 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Farther Finance Advisors held 200,767 shares of JPMorgan Chase worth $66.4M as of Q3 2026.
  • Farther Finance Advisors bought 33,495 JPMorgan Chase shares in Q3 2026, an estimated $11.7M.
  • JPMorgan Chase made up 0.47% of Farther Finance Advisors's portfolio in Q3 2026, its #37 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.