Financial Network Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Financial Network Wealth Advisors’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	$216K	Buy	660 +56	+9%	+$17.4K	0.22%	94
2026 Q1	$178K	Buy	604 +28	+5%	+$8.5K	0.18%	102
2025 Q4	$186K	Buy	576 +2	+0.3%	+$619	0.19%	95
2025 Q3	$181K	Sell	574 -17	-3%	-$5.06K	0.2%	93
2025 Q2	$171K	Hold	591	–	–	0.21%	96
2025 Q1	$145K	Buy	591 +291	+97%	+$74.2K	0.19%	102
2024 Q4	$71.9K	Sell	300 -525	-64%	-$122K	0.13%	132
2024 Q3	$174K	Sell	825 -284	-26%	-$59.8K	0.14%	127
2024 Q2	$224K	Buy	1,109 +25	+2%	+$4.89K	0.17%	125
2024 Q1	$217K	Buy	+1,084	New	+$196K	0.22%	114

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 Network Wealth Advisors's JPM Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its JPMorgan Chase (JPM) stake by 9.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 660 shares worth $216K. The position accounts for 0.22% of the portfolio, ranked #94.

Financial Network Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $224K in Q2 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Financial Network Wealth Advisors held 660 shares of JPMorgan Chase worth $216K as of Q2 2026.
Financial Network Wealth Advisors bought 56 JPMorgan Chase shares in Q2 2026, an estimated $17.4K.
JPMorgan Chase made up 0.22% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Financial Network Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Financial Network Wealth Advisors's JPMorgan Chase position peaked at $224K in Q2 2024.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.