FCG Investment Company’s JPMorgan Chase JPM Stock Holding History

FCG Investment Company’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	$5.44M	Buy	16,630 +1,596	+11%	+$496K	1.88%	12
2026 Q1	$4.42M	Buy	+15,034	New	+$4.56M	1.94%	13
2025 Q3	$6.16M	Buy	19,539 +141	+0.7%	+$41.9K	2.89%	9
2025 Q2	$5.62M	Buy	19,398 +253	+1%	+$64.6K	2.93%	9
2025 Q1	$4.7M	Sell	19,145 -83	-0.4%	-$21.2K	2.95%	7
2024 Q4	$4.61M	Buy	19,228 +1,021	+6%	+$238K	2.8%	9
2024 Q3	$3.84M	Sell	18,207 -2,563	-12%	-$540K	2.52%	8
2024 Q2	$4.2M	Buy	20,770 +4,338	+26%	+$848K	3.19%	6
2024 Q1	$3.29M	Sell	16,432 -75	-0.5%	-$13.5K	2.63%	7
2023 Q4	$2.81M	Buy	+16,507	New	+$2.5M	2.75%	6

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCG Investment Company's JPM Position: Q2 2026 in Review

FCG Investment Company increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $496K and bringing the position to 16,630 shares worth $5.44M. The position accounts for 1.88% of the portfolio, ranked #12.

FCG Investment Company first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.16M in Q3 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

FCG Investment Company held 16,630 shares of JPMorgan Chase worth $5.44M as of Q2 2026.
FCG Investment Company bought 1,596 JPMorgan Chase shares in Q2 2026, an estimated $496K.
JPMorgan Chase made up 1.88% of FCG Investment Company's portfolio in Q2 2026, its #12 holding.
FCG Investment Company first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
FCG Investment Company's JPMorgan Chase position peaked at $6.16M in Q3 2025.
2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.