Financial Enhancement Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Financial Enhancement Group's JPM Position: Q2 2026 in Review
Financial Enhancement Group increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,031 shares worth $992K. The position accounts for 0.12% of the portfolio, ranked #87.
Financial Enhancement Group first reported a position in JPM in Q4 2017 and has held it in 30 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Financial Enhancement Group held 3,031 shares of JPMorgan Chase worth $992K as of Q2 2026.
- Financial Enhancement Group bought 93 JPMorgan Chase shares in Q2 2026, an estimated $28.9K.
- JPMorgan Chase made up 0.12% of Financial Enhancement Group's portfolio in Q2 2026, its #87 holding.
- Financial Enhancement Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 30 quarters since.
- 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.