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Financial Freedom LLC’s JPMorgan Chase JPM Stock Holding History

Financial Freedom LLC’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 		$965K Sell
2,947
-27
-0.9% -$8.38K 0.44% 49
2026
Q1 		$875K Buy
2,974
+46
+2% +$14K 0.44% 51
2025
Q4 		$943K Buy
2,928
+4
+0.1% +$1.24K 0.47% 46
2025
Q3 		$922K Buy
2,924
+5
+0.2% +$1.49K 0.46% 46
2025
Q2 		$846K Buy
2,919
+5
+0.2% +$1.28K 0.46% 43
2025
Q1 		$715K Buy
2,914
+5
+0.2% +$1.27K 0.41% 44
2024
Q4 		$697K Buy
2,909
+6
+0.2% +$1.4K 0.37% 49
2024
Q3 		$612K Buy
2,903
+6
+0.2% +$1.26K 0.32% 53
2024
Q2 		$586K Buy
2,897
+144
+5% +$28.2K 0.33% 52
2024
Q1 		$551K Buy
2,753
+6
+0.2% +$1.08K 0.33% 53
2023
Q4 		$467K Buy
2,747
+11
+0.4% +$1.67K 0.3% 58
2023
Q3 		$397K Buy
2,736
+9
+0.3% +$1.35K 0.28% 60
2023
Q2 		$397K Buy
2,727
+10
+0.4% +$1.38K 0.28% 59
2023
Q1 		$354K Sell
2,717
-66
-2% -$9.04K 0.26% 58
2022
Q4 		$373K Buy
+2,783
New +$353K 0.25% 53

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 $3.38T AUM 44.17% 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 Freedom LLC's JPM Position: Q2 2026 in Review

Financial Freedom LLC reduced its JPMorgan Chase (JPM) stake by 0.91% in Q2 2026, selling an estimated $8.38K and leaving 2,947 shares worth $965K. The position accounts for 0.44% of the portfolio, ranked #49.

Financial Freedom LLC first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Freedom LLC held 2,947 shares of JPMorgan Chase worth $965K as of Q2 2026.
  • Financial Freedom LLC sold 27 JPMorgan Chase shares in Q2 2026, an estimated $8.38K.
  • JPMorgan Chase made up 0.44% of Financial Freedom LLC's portfolio in Q2 2026, its #49 holding.
  • Financial Freedom LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.