Financial Futures’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
$203K Buy
+621
New +$193K 0.08% 79
2026
Q1
Sell
-645
Closed -$208K 74
2025
Q4
$208K Buy
645
+10
+2% +$3.1K 0.1% 66
2025
Q3
$200K Buy
+635
New +$189K 0.1% 68

Other funds holding JPM

Financial Futures's JPM Position: Q2 2026 in Review

Financial Futures opened a new position in JPMorgan Chase (JPM) in Q2 2026: 621 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings. This is a return to the name: Financial Futures previously reported a position in JPM as recently as Q4 2025.

Financial Futures first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Futures held 621 shares of JPMorgan Chase worth $203K as of Q2 2026.
  • JPMorgan Chase was a new Financial Futures position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Financial Futures's portfolio in Q2 2026, its #79 holding.
  • Financial Futures first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Financial Futures's JPMorgan Chase position peaked at $208K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.