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Financial Gravity Companies’s JPMorgan Chase JPM Stock Holding History

Financial Gravity Companies’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 		$142K Buy
+433
New +$134K 0.02% 195
2025
Q2 		$106K Buy
+365
New +$93.1K 0.02% 218
2024
Q4 		$63.5K Buy
265
+262
+8,733% +$61K 0.01% 256
2024
Q3 		$633 Buy
+3
New +$632 ﹤0.01% 569
2018
Q4 		$36K Buy
+350
New +$37.3K 0.03% 417
2018
Q1 		$150K Buy
1,394
+497
+55% +$56.3K 0.15% 140
2017
Q4 		$104K Buy
+897
New +$90.8K 0.12% 171

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 Gravity Companies's JPM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in JPMorgan Chase (JPM) in Q2 2026: 433 shares worth $142K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JPM as recently as Q2 2025.

Financial Gravity Companies first reported a position in JPM in Q4 2017 and has held it in 7 quarters since. The position peaked at $150K in Q1 2018. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Gravity Companies held 433 shares of JPMorgan Chase worth $142K as of Q2 2026.
  • JPMorgan Chase was a new Financial Gravity Companies position in Q2 2026.
  • JPMorgan Chase made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #195 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's JPMorgan Chase position peaked at $150K in Q1 2018.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.