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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 		– Hold
0
– – – 355

Other funds holding JPM

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Massachusetts Financial Services
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Boston Partners
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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. 3,011 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.
  • 3,011 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.