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FAS Wealth Partners’s JPMorgan Chase JPM Stock Holding History

FAS Wealth Partners’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 		$15.1M Buy
46,254
+2,727
+6% +$847K 0.79% 34
2026
Q1 		$12.8M Buy
43,527
+1,794
+4% +$544K 0.8% 32
2025
Q4 		$13.4M Buy
41,733
+2,095
+5% +$649K 0.87% 29
2025
Q3 		$12.5M Buy
39,638
+656
+2% +$195K 0.85% 31
2025
Q2 		$11.3M Buy
38,982
+2,770
+8% +$707K 0.84% 31
2025
Q1 		$8.88M Buy
36,212
+770
+2% +$196K 0.72% 31
2024
Q4 		$8.5M Buy
35,442
+579
+2% +$135K 0.71% 36
2024
Q3 		$7.35M Buy
34,863
+1,614
+5% +$340K 0.58% 39
2024
Q2 		$6.72M Buy
33,249
+978
+3% +$191K 0.58% 40
2024
Q1 		$6.46M Buy
32,271
+562
+2% +$101K 0.57% 38
2023
Q4 		$5.39M Buy
31,709
+3,724
+13% +$564K 0.51% 43
2023
Q3 		$4.06M Buy
27,985
+1,472
+6% +$221K 0.43% 52
2023
Q2 		$3.86M Buy
26,513
+2,080
+9% +$286K 0.49% 43
2023
Q1 		$3.18M Sell
24,433
-171
-0.7% -$23.4K 0.35% 61
2022
Q4 		$3.3M Buy
24,604
+2,159
+10% +$274K 0.37% 60
2022
Q3 		$2.35M Buy
22,445
+3,078
+16% +$353K 0.26% 62
2022
Q2 		$2.18M Buy
19,367
+2,355
+14% +$292K 0.23% 74
2022
Q1 		$2.32M Buy
17,012
+2,339
+16% +$345K 0.22% 72
2021
Q4 		$2.32M Buy
14,673
+2,206
+18% +$362K 0.21% 74
2021
Q3 		$2.04M Buy
12,467
+1,592
+15% +$250K 0.19% 79
2021
Q2 		$1.69M Buy
10,875
+1,278
+13% +$201K 0.16% 87
2021
Q1 		$1.46M Buy
9,597
+508
+6% +$73.1K 0.15% 96
2020
Q4 		$1.16M Sell
9,089
-190
-2% -$21.2K 0.13% 105
2020
Q3 		$893K Buy
9,279
+558
+6% +$54.8K 0.12% 120
2020
Q2 		$820K Buy
8,721
+1,108
+15% +$105K 0.12% 117
2020
Q1 		$685K Buy
7,613
+862
+13% +$105K 0.12% 115
2019
Q4 		$941K Buy
6,751
+110
+2% +$14.1K 0.16% 97
2019
Q3 		$782K Buy
6,641
+1,657
+33% +$187K 0.14% 103
2019
Q2 		$557K Buy
4,984
+791
+19% +$87.2K 0.1% 120
2019
Q1 		$424K Sell
4,193
-1,700
-29% -$175K 0.08% 141
2018
Q4 		$575K Buy
5,893
+10
+0.2% +$1.06K 0.13% 114
2018
Q3 		$664K Buy
5,883
+156
+3% +$17.7K 0.15% 87
2018
Q2 		$597K Buy
5,727
+6
+0.1% +$658 0.16% 90
2018
Q1 		$629K Buy
5,721
+534
+10% +$60.5K 0.18% 89
2017
Q4 		$555K Buy
5,187
+5
+0.1% +$506 0.15% 103
2017
Q3 		$495K Buy
5,182
+50
+1% +$4.61K 0.14% 102
2017
Q2 		$469K Buy
5,132
+104
+2% +$8.97K 0.14% 98
2017
Q1 		$442K Buy
5,028
+36
+0.7% +$3.18K 0.14% 105
2016
Q4 		$431K Buy
+4,992
New +$381K 0.13% 99
2016
Q2 		– Sell
-3,511
Closed -$208K – 150
2016
Q1 		$208K Buy
3,511
+253
+8% +$14.8K 0.11% 115
2015
Q4 		$215K Buy
+3,258
New +$212K 0.11% 115

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FAS Wealth Partners's JPM Position: Q2 2026 in Review

FAS Wealth Partners increased its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, buying an estimated $847K and bringing the position to 46,254 shares worth $15.1M. The position accounts for 0.79% of the portfolio, ranked #34.

FAS Wealth Partners first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. 2,965 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FAS Wealth Partners held 46,254 shares of JPMorgan Chase worth $15.1M as of Q2 2026.
  • FAS Wealth Partners bought 2,727 JPMorgan Chase shares in Q2 2026, an estimated $847K.
  • JPMorgan Chase made up 0.79% of FAS Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • FAS Wealth Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
  • 2,965 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.