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Financial Guidance Group’s JPMorgan Chase JPM Stock Holding History

Financial Guidance 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
Q2 		$331K Hold
1,011
– – 0.12% 76
2026
Q1 		$297K Hold
1,011
– – 0.12% 77
2025
Q4 		$326K Hold
1,011
– – 0.13% 74
2025
Q3 		$319K Hold
1,011
– – 0.14% 68
2025
Q2 		$293K Hold
1,011
– – 0.14% 68
2025
Q1 		$248K Buy
1,011
+117
+13% +$29.8K 0.13% 66
2024
Q4 		$214K Buy
+894
New +$208K 0.12% 69

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Financial Guidance Group's JPM Position: Q2 2026 in Review

Financial Guidance Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,011 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #76.

Financial Guidance Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Guidance Group held 1,011 shares of JPMorgan Chase worth $331K as of Q2 2026.
  • Financial Guidance Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of Financial Guidance Group's portfolio in Q2 2026, its #76 holding.
  • Financial Guidance Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.