FEG
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Financial Enhancement Group’s JPMorgan Chase JPM Stock Holding History

Financial Enhancement Group’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
Q3 		$986K Sell
2,993
-38
-1% -$13.3K 0.11% 84
2026
Q2 		$992K Buy
3,031
+93
+3% +$28.9K 0.12% 87
2026
Q1 		$912K Buy
2,938
+68
+2% +$20.6K 0.11% 90
2025
Q4 		$867K Buy
2,870
+22
+0.8% +$6.81K 0.11% 96
2025
Q3 		$866K Buy
2,848
+547
+24% +$163K 0.12% 94
2025
Q2 		$660K Sell
2,301
-22
-0.9% -$5.61K 0.09% 98
2025
Q1 		$547K Buy
2,323
+26
+1% +$6.63K 0.09% 92
2024
Q4 		$561K Buy
+2,297
New +$535K 0.09% 92
2024
Q3 		– Sell
-2,387
Closed -$496K – 128
2024
Q2 		$496K Sell
2,387
-78
-3% -$15.2K 0.08% 91
2024
Q1 		$451K Buy
2,465
+52
+2% +$9.38K 0.07% 100
2023
Q4 		$403K Buy
+2,413
New +$366K 0.07% 98
2022
Q4 		– Sell
-896
Closed -$94K – 222
2022
Q3 		$94K Hold
896
– – 0.02% 119
2022
Q2 		$101K Sell
896
-10
-1% -$1.24K 0.02% 118
2022
Q1 		$124K Sell
906
-58
-6% -$8.56K 0.02% 114
2021
Q4 		$153K Sell
964
-55
-5% -$9.03K 0.03% 109
2021
Q3 		$167K Sell
1,019
-43
-4% -$6.74K 0.03% 105
2021
Q2 		$165K Sell
1,062
-66
-6% -$10.4K 0.03% 98
2021
Q1 		$172K Sell
1,128
-324
-22% -$46.6K 0.04% 94
2020
Q4 		$185K Buy
1,452
+939
+183% +$105K 0.04% 97
2020
Q3 		$49K Buy
513
+30
+6% +$2.95K 0.01% 122
2020
Q2 		$45K Sell
483
-207
-30% -$19.6K 0.01% 131
2020
Q1 		$62K Sell
690
-5,613
-89% -$682K 0.02% 123
2019
Q4 		$879K Buy
6,303
+4,983
+378% +$639K 0.22% 47
2019
Q3 		$155K Buy
1,320
+437
+49% +$49.4K 0.04% 84
2019
Q2 		$99K Sell
883
-50
-5% -$5.51K 0.03% 107
2019
Q1 		$94K Sell
933
-759
-45% -$78.2K 0.03% 119
2018
Q4 		$191K Hold
1,692
– – 0.06% 88
2018
Q3 		$191K Sell
1,692
-126
-7% -$14.3K 0.06% 88
2018
Q2 		$189K Sell
1,818
-163
-8% -$17.9K 0.07% 84
2018
Q1 		$218K Hold
1,981
– – 0.08% 75
2017
Q4 		$212K Buy
+1,981
New +$201K 0.08% 79

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Enhancement Group's JPM Position: Q3 2026 in Review

Financial Enhancement Group reduced its JPMorgan Chase (JPM) stake by 1.3% in Q3 2026, selling an estimated $13.3K and leaving 2,993 shares worth $986K. The position accounts for 0.11% of the portfolio, ranked #84.

Financial Enhancement Group first reported a position in JPM in Q4 2017 and has held it in 31 quarters since. The position peaked at $992K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Financial Enhancement Group held 2,993 shares of JPMorgan Chase worth $986K as of Q3 2026.
  • Financial Enhancement Group sold 38 JPMorgan Chase shares in Q3 2026, an estimated $13.3K.
  • JPMorgan Chase made up 0.11% of Financial Enhancement Group's portfolio in Q3 2026, its #84 holding.
  • Financial Enhancement Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 31 quarters since.
  • Financial Enhancement Group's JPMorgan Chase position peaked at $992K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.