FFT Wealth Management’s JPMorgan Chase JPM Stock Holding History

FFT Wealth Management’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	$320K	Hold	979	–	–	0.05%	76
2026 Q1	$288K	Buy	+979	New	+$297K	0.05%	85
2025 Q1	–	Sell	-2,343	Closed	-$562K	–	146
2024 Q4	$562K	Sell	2,343 -115	-5%	-$26.8K	0.04%	87
2024 Q3	$518K	Buy	2,458 +1,132	+85%	+$238K	0.04%	85
2024 Q2	$268K	Sell	1,326 -164	-11%	-$32.1K	0.02%	131
2024 Q1	$298K	Buy	1,490 +57	+4%	+$10.3K	0.03%	121
2023 Q4	$244K	Buy	+1,433	New	+$217K	0.02%	115
2022 Q1	–	Sell	-2,931	Closed	-$464K	–	62
2021 Q4	$464K	Sell	2,931 -865	-23%	-$142K	0.04%	41
2021 Q3	$621K	Buy	3,796 +351	+10%	+$55K	0.06%	46
2021 Q2	$536K	Buy	+3,445	New	+$541K	0.12%	22
2017 Q3	–	Sell	-2,386	Closed	-$218K	–	57
2017 Q2	$218K	Hold	2,386	–	–	0.07%	80
2017 Q1	$210K	Buy	+2,386	New	+$210K	0.07%	81

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FFT Wealth Management's JPM Position: Q2 2026 in Review

FFT Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 979 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #76.

FFT Wealth Management first reported a position in JPM in Q1 2017 and has held it in 12 quarters since. The position peaked at $621K in Q3 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

FFT Wealth Management held 979 shares of JPMorgan Chase worth $320K as of Q2 2026.
FFT Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.05% of FFT Wealth Management's portfolio in Q2 2026, its #76 holding.
FFT Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 12 quarters since.
FFT Wealth Management's JPMorgan Chase position peaked at $621K in Q3 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.