FFA
JPM icon

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
Q1 		– Sell
-2,500
Closed -$806K – 5831
2025
Q4 		$806K Buy
+2,500
New +$774K 0.01% 1014

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.