FMP
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Financial Management Professionals’s JPMorgan Chase JPM Stock Holding History

Financial Management Professionals’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 		$3.83M Buy
11,693
+190
+2% +$59K 0.36% 30
2026
Q1 		$3.38M Buy
11,503
+231
+2% +$70.1K 0.38% 27
2025
Q4 		$3.63M Sell
11,272
-5
-0% -$1.55K 0.37% 30
2025
Q3 		$3.56M Buy
11,277
+38
+0.3% +$11.3K 0.37% 30
2025
Q2 		$3.26M Buy
11,239
+123
+1% +$31.4K 0.37% 30
2025
Q1 		$2.73M Buy
11,116
+67
+0.6% +$17.1K 0.35% 30
2024
Q4 		$2.65M Buy
11,049
+350
+3% +$81.5K 0.33% 40
2024
Q3 		$2.26M Buy
10,699
+32
+0.3% +$6.74K 0.28% 44
2024
Q2 		$2.16M Buy
10,667
+122
+1% +$23.9K 0.3% 39
2024
Q1 		$2.11M Sell
10,545
-176
-2% -$31.8K 0.31% 42
2023
Q4 		$1.82M Buy
10,721
+341
+3% +$51.7K 0.3% 44
2023
Q3 		$1.5M Sell
10,380
-1,136
-10% -$170K 0.26% 42
2023
Q2 		$1.68M Buy
11,516
+254
+2% +$34.9K 0.28% 43
2023
Q1 		$1.47M Buy
11,262
+907
+9% +$124K 0.28% 40
2022
Q4 		$1.39M Buy
10,355
+420
+4% +$53.2K 0.28% 38
2022
Q3 		$1.04M Sell
9,935
-1,075
-10% -$123K 0.24% 39
2022
Q2 		$1.24M Buy
11,010
+1,392
+14% +$172K 0.3% 38
2022
Q1 		$1.31M Buy
9,618
+523
+6% +$77.2K 0.28% 38
2021
Q4 		$1.44M Sell
9,095
-45
-0.5% -$7.39K 0.31% 41
2021
Q3 		$1.5M Buy
9,140
+264
+3% +$41.4K 0.35% 36
2021
Q2 		$1.38M Buy
8,876
+5,372
+153% +$844K 0.36% 33
2021
Q1 		$533K Buy
3,504
+232
+7% +$33.4K 0.14% 40
2020
Q4 		$416K Sell
3,272
-1,200
-27% -$134K 0.12% 43
2020
Q3 		$431K Buy
4,472
+423
+10% +$41.5K 0.15% 34
2020
Q2 		$381K Buy
4,049
+1,594
+65% +$151K 0.13% 35
2020
Q1 		$221K Sell
2,455
-50
-2% -$6.08K 0.09% 43
2019
Q4 		$349K Buy
2,505
+119
+5% +$15.3K 0.12% 36
2019
Q3 		$281K Hold
2,386
– – 0.1% 42
2019
Q2 		$267K Hold
2,386
– – 0.1% 36
2019
Q1 		$242K Hold
2,386
– – 0.1% 39
2018
Q4 		$233K Hold
2,386
– – 0.15% 32
2018
Q3 		$269K Hold
2,386
– – 0.1% 36
2018
Q2 		$249K Hold
2,386
– – 0.1% 38
2018
Q1 		$262K Sell
2,386
-10
-0.4% -$1.13K 0.14% 35
2017
Q4 		$255K Sell
2,396
-191
-7% -$19.3K 0.11% 34
2017
Q3 		$247K Sell
2,587
-150
-5% -$13.8K 0.11% 34
2017
Q2 		$250K Hold
2,737
– – 0.11% 38
2017
Q1 		$240K Buy
2,737
+150
+6% +$13.2K 0.12% 37
2016
Q4 		$223K Sell
2,587
-529
-17% -$40.3K 0.12% 39
2016
Q3 		$207K Sell
3,116
-363
-10% -$23.7K 0.11% 39
2016
Q2 		$215K Buy
3,479
+363
+12% +$22.7K 0.11% 39
2016
Q1 		$185K Hold
3,116
– – 0.1% 42
2015
Q4 		$205K Sell
3,116
-180
-5% -$11.7K 0.11% 41
2015
Q3 		$201K Hold
3,296
– – 0.14% 37
2015
Q2 		$223K Sell
3,296
-319
-9% -$20.8K 0.1% 37
2015
Q1 		$219K Hold
3,615
– – 0.1% 34
2014
Q4 		$226K Hold
3,615
– – 0.12% 38
2014
Q3 		$217K Hold
3,615
– – 0.15% 34
2014
Q2 		$208K Hold
3,615
– – 0.14% 37
2014
Q1 		$219K Hold
3,615
– – 0.15% 37
2013
Q4 		$211K Sell
3,615
-600
-14% -$32.9K 0.14% 34
2013
Q3 		$218K Sell
4,215
-300
-7% -$16.1K 0.14% 33
2013
Q2 		$238K Buy
+4,515
New +$230K 0.18% 31

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Financial Management Professionals increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $59K and bringing the position to 11,693 shares worth $3.83M. The position accounts for 0.36% of the portfolio, ranked #30.

Financial Management Professionals first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,361 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Management Professionals held 11,693 shares of JPMorgan Chase worth $3.83M as of Q2 2026.
  • Financial Management Professionals bought 190 JPMorgan Chase shares in Q2 2026, an estimated $59K.
  • JPMorgan Chase made up 0.36% of Financial Management Professionals's portfolio in Q2 2026, its #30 holding.
  • Financial Management Professionals first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 3,361 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.