Financial Management Network’s JPMorgan Chase JPM Stock Holding History

Financial Management Network’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	$3.07M	Buy	8,995 +97	+1%	+$30.1K	0.44%	49
2026 Q1	$2.76M	Sell	8,898 -34	-0.4%	-$10.3K	0.42%	52
2025 Q4	$2.91M	Buy	8,932 +50	+0.6%	+$15.5K	0.46%	47
2025 Q3	$2.75M	Buy	8,882 +148	+2%	+$44K	0.45%	49
2025 Q2	$2.59M	Buy	8,734 +1,145	+15%	+$292K	0.46%	52
2025 Q1	$1.63M	Buy	7,589 +367	+5%	+$93.6K	0.37%	59
2024 Q4	$1.76M	Sell	7,222 -33	-0.5%	-$7.69K	0.37%	53
2024 Q3	$1.53M	Buy	7,255 +27	+0.4%	+$5.69K	0.32%	61
2024 Q2	$1.48M	Buy	7,228 +79	+1%	+$15.4K	0.36%	54
2024 Q1	$1.4M	Sell	7,149 -374	-5%	-$67.5K	0.35%	55
2023 Q4	$1.3M	Buy	7,523 +61	+0.8%	+$9.24K	0.38%	47
2023 Q3	$1.07M	Buy	7,462 +22	+0.3%	+$3.3K	0.35%	51
2023 Q2	$1.09M	Buy	7,440 +5	+0.1%	+$688	0.38%	48
2023 Q1	$955K	Sell	7,435 -456	-6%	-$62.5K	0.38%	51
2022 Q4	$1.08M	Sell	7,891 -193	-2%	-$24.5K	0.48%	45
2022 Q3	$912K	Buy	8,084 +645	+9%	+$74K	0.45%	52
2022 Q2	$848K	Buy	7,439 +1,633	+28%	+$202K	0.45%	53
2022 Q1	$789K	Buy	5,806 +597	+11%	+$88.1K	0.4%	48
2021 Q4	$874K	Buy	5,209 +5	+0.1%	+$821	0.4%	55
2021 Q3	$869K	Buy	5,204 +5	+0.1%	+$784	0.44%	52
2021 Q2	$811K	Hold	5,199	–	–	0.41%	51
2021 Q1	$797K	Buy	5,199 +292	+6%	+$42K	0.41%	53
2020 Q4	$667K	Buy	+4,907	New	+$548K	0.41%	54

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Management Network's JPM Position: Q2 2026 in Review

Financial Management Network increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 8,995 shares worth $3.07M. The position accounts for 0.44% of the portfolio, ranked #49.

Financial Management Network first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Financial Management Network held 8,995 shares of JPMorgan Chase worth $3.07M as of Q2 2026.
Financial Management Network bought 97 JPMorgan Chase shares in Q2 2026, an estimated $30.1K.
JPMorgan Chase made up 0.44% of Financial Management Network's portfolio in Q2 2026, its #49 holding.
Financial Management Network first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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