FA
JPM icon

Financial Avengers’s JPMorgan Chase JPM Stock Holding History

Financial Avengers’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 		$259K Buy
791
+3
+0.4% +$932 0.11% 34
2026
Q1 		$232K Sell
788
-21
-3% -$6.37K 0.11% 31
2025
Q4 		$261K Buy
809
+3
+0.4% +$929 0.11% 31
2025
Q3 		$254K Sell
806
-11
-1% -$3.27K 0.11% 31
2025
Q2 		$237K Buy
817
+3
+0.4% +$766 0.11% 32
2025
Q1 		$200K Sell
814
-58
-7% -$14.8K 0.1% 33
2024
Q4 		$209K Buy
872
+4
+0.5% +$932 0.1% 32
2024
Q3 		$183K Buy
868
+43
+5% +$9.06K 0.09% 34
2024
Q2 		$167K Buy
825
+4
+0.5% +$782 0.09% 32
2024
Q1 		$163K Buy
821
+68
+9% +$12.3K 0.09% 34
2023
Q4 		$128K Buy
753
+5
+0.7% +$758 0.08% 38
2023
Q3 		$108K Buy
748
+29
+4% +$4.35K 0.07% 40
2023
Q2 		$105K Buy
719
+4
+0.6% +$550 0.07% 41
2023
Q1 		$93.2K Buy
715
+4
+0.6% +$548 0.07% 41
2022
Q4 		$95.4K Buy
711
+4
+0.6% +$507 0.08% 38
2022
Q3 		$74K Sell
707
-11
-2% -$1.26K 0.06% 42
2022
Q2 		$81K Buy
718
+5
+0.7% +$619 0.07% 42
2022
Q1 		$97K Buy
713
+3
+0.4% +$443 0.06% 43
2021
Q4 		$112K Buy
710
+153
+27% +$25.1K 0.07% 44
2021
Q3 		$91K Buy
557
+2
+0.4% +$314 0.06% 46
2021
Q2 		$86K Buy
555
+3
+0.5% +$471 0.06% 47
2021
Q1 		$84K Buy
552
+98
+22% +$14.1K 0.06% 45
2020
Q4 		$58K Buy
+454
New +$50.7K 0.05% 49

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

Financial Avengers's JPM Position: Q2 2026 in Review

Financial Avengers increased its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, buying an estimated $932 and bringing the position to 791 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #34.

Financial Avengers first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $261K in Q4 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Avengers held 791 shares of JPMorgan Chase worth $259K as of Q2 2026.
  • Financial Avengers bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.11% of Financial Avengers's portfolio in Q2 2026, its #34 holding.
  • Financial Avengers first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Financial Avengers's JPMorgan Chase position peaked at $261K in Q4 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.