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Financial Council’s JPMorgan Chase JPM Stock Holding History

Financial Council’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 		$1.8M Sell
5,509
-16
-0.3% -$4.97K 0.58% 28
2026
Q1 		$1.63M Sell
5,525
-31
-0.6% -$9.41K 0.63% 28
2025
Q4 		$1.79M Sell
5,556
-15
-0.3% -$4.64K 0.71% 27
2025
Q3 		$1.76M Buy
5,571
+15
+0.3% +$4.46K 0.78% 23
2025
Q2 		$1.61M Hold
5,556
– – 0.78% 24
2025
Q1 		$1.36M Sell
5,556
-53
-0.9% -$13.5K 0.73% 26
2024
Q4 		$1.34M Hold
5,609
– – 0.69% 26
2024
Q3 		$1.18M Sell
5,609
-289
-5% -$60.9K 0.62% 27
2024
Q2 		$1.19M Sell
5,898
-250
-4% -$48.9K 0.67% 28
2024
Q1 		$1.23M Sell
6,148
-291
-5% -$52.5K 0.73% 25
2023
Q4 		$1.1M Buy
6,439
+603
+10% +$91.4K 0.73% 23
2023
Q3 		$846K Sell
5,836
-220
-4% -$33K 0.67% 23
2023
Q2 		$881K Sell
6,056
-150
-2% -$20.6K 0.67% 22
2023
Q1 		$809K Sell
6,206
-454
-7% -$62.2K 0.66% 25
2022
Q4 		$893K Hold
6,660
– – 0.56% 27
2022
Q3 		$696K Buy
6,660
+2,215
+50% +$254K 0.8% 26
2022
Q2 		$501K Buy
4,445
+1,670
+60% +$207K 0.63% 29
2022
Q1 		$378K Hold
2,775
– – 0.46% 29
2021
Q4 		$439K Sell
2,775
-69
-2% -$11.3K 0.52% 28
2021
Q3 		$466K Buy
+2,844
New +$446K 0.66% 25

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 Council's JPM Position: Q2 2026 in Review

Financial Council reduced its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, selling an estimated $4.97K and leaving 5,509 shares worth $1.8M. The position accounts for 0.58% of the portfolio, ranked #28.

Financial Council first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Council held 5,509 shares of JPMorgan Chase worth $1.8M as of Q2 2026.
  • Financial Council sold 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.58% of Financial Council's portfolio in Q2 2026, its #28 holding.
  • Financial Council first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.