Financial Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Financial Advisory 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	$5.97M	Sell	18,233 -210	-1%	-$65.2K	1.56%	17
2026 Q1	$5.43M	Sell	18,443 -62	-0.3%	-$18.8K	1.53%	18
2025 Q4	$5.96M	Sell	18,505 -556	-3%	-$172K	1.68%	14
2025 Q3	$6.01M	Sell	19,061 -202	-1%	-$60.1K	1.76%	13
2025 Q2	$5.58M	Sell	19,263 -1,100	-5%	-$281K	1.76%	15
2025 Q1	$5M	Sell	20,363 -355	-2%	-$90.5K	1.67%	18
2024 Q4	$4.97M	Sell	20,718 -799	-4%	-$186K	1.65%	13
2024 Q3	$4.54M	Buy	21,517 +506	+2%	+$107K	1.51%	19
2024 Q2	$4.25M	Sell	21,011 -537	-2%	-$105K	1.59%	16
2024 Q1	$4.32M	Sell	21,548 -3,568	-14%	-$644K	1.67%	12
2023 Q4	$4.27M	Sell	25,116 -291	-1%	-$44.1K	1.55%	22
2023 Q3	$3.68M	Sell	25,407 -14	-0.1%	-$2.1K	1.49%	29
2023 Q2	$3.7M	Buy	25,421 +994	+4%	+$137K	1.42%	36
2023 Q1	$3.18M	Sell	24,427 -515	-2%	-$70.6K	1.26%	40
2022 Q4	$3.34M	Sell	24,942 -7,594	-23%	-$962K	1.38%	38
2022 Q3	$3.4M	Buy	32,536 +317	+1%	+$36.4K	1.48%	35
2022 Q2	$3.63M	Buy	32,219 +6,162	+24%	+$763K	1.5%	31
2022 Q1	$3.55M	Buy	26,057 +426	+2%	+$62.9K	1.31%	40
2021 Q4	$4.06M	Buy	+25,631	New	+$4.21M	1.48%	30

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

Financial Advisory Partners's JPM Position: Q2 2026 in Review

Financial Advisory Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $65.2K and leaving 18,233 shares worth $5.97M. The position accounts for 1.56% of the portfolio, ranked #17.

Financial Advisory Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.01M in Q3 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Financial Advisory Partners held 18,233 shares of JPMorgan Chase worth $5.97M as of Q2 2026.
Financial Advisory Partners sold 210 JPMorgan Chase shares in Q2 2026, an estimated $65.2K.
JPMorgan Chase made up 1.56% of Financial Advisory Partners's portfolio in Q2 2026, its #17 holding.
Financial Advisory Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's JPMorgan Chase position peaked at $6.01M in Q3 2025.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.