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Fi3 Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Fi3 Financial 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
Q2 		$506K Sell
3,451
-4,150
-55% -$1.29M 0.12% 99
2026
Q1 		$2.24M Buy
7,601
+1,001
+15% +$304K 0.65% 19
2025
Q4 		$2.13M Buy
6,600
+291
+5% +$90.1K 0.65% 23
2025
Q3 		$1.99M Sell
6,309
-155
-2% -$46.1K 0.67% 21
2025
Q2 		$1.87M Buy
6,464
+160
+3% +$40.8K 0.68% 19
2025
Q1 		$1.55M Sell
6,304
-153
-2% -$39K 0.63% 21
2024
Q4 		$1.55M Buy
6,457
+597
+10% +$139K 0.58% 24
2024
Q3 		$1.24M Buy
5,860
+106
+2% +$22.3K 0.49% 23
2024
Q2 		$1.16M Sell
5,754
-46
-0.8% -$8.99K 0.51% 21
2024
Q1 		$1.1M Sell
5,800
-152
-3% -$27.4K 0.51% 21
2023
Q4 		$1.01M Sell
5,952
-607
-9% -$92K 0.48% 23
2023
Q3 		$951K Buy
6,559
+713
+12% +$107K 0.51% 24
2023
Q2 		$850K Sell
5,846
-289
-5% -$39.7K 0.44% 23
2023
Q1 		$800K Buy
6,135
+201
+3% +$27.5K 0.43% 27
2022
Q4 		$796K Buy
5,934
+1,425
+32% +$181K 0.46% 26
2022
Q3 		$471K Buy
4,509
+123
+3% +$14.1K 0.43% 26
2022
Q2 		$491K Buy
4,386
+199
+5% +$24.7K 0.41% 28
2022
Q1 		$571K Buy
4,187
+73
+2% +$10.8K 0.44% 23
2021
Q4 		$651K Buy
4,114
+367
+10% +$60.3K 0.43% 23
2021
Q3 		$613K Hold
3,747
– – 0.41% 24
2021
Q2 		$573K Sell
3,747
-49
-1% -$7.7K 0.39% 24
2021
Q1 		$578K Buy
+3,796
New +$546K 0.5% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fi3 Financial Advisors's JPM Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its JPMorgan Chase (JPM) stake by 55% in Q2 2026, selling an estimated $1.29M and leaving 3,451 shares worth $506K. The position accounts for 0.12% of the portfolio, ranked #99.

Fi3 Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.24M in Q1 2026. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fi3 Financial Advisors held 3,451 shares of JPMorgan Chase worth $506K as of Q2 2026.
  • Fi3 Financial Advisors sold 4,150 JPMorgan Chase shares in Q2 2026, an estimated $1.29M.
  • JPMorgan Chase made up 0.12% of Fi3 Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Fi3 Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Fi3 Financial Advisors's JPMorgan Chase position peaked at $2.24M in Q1 2026.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.