FSA
JPM icon

Financial Security Advisor’s JPMorgan Chase JPM Stock Holding History

Financial Security Advisor’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 		$907K Buy
2,770
+44
+2% +$13.7K 0.15% 68
2026
Q1 		$802K Buy
2,726
+82
+3% +$24.9K 0.15% 64
2025
Q4 		$852K Sell
2,644
-46
-2% -$14.2K 0.16% 59
2025
Q3 		$848K Buy
2,690
+17
+0.6% +$5.06K 0.18% 52
2025
Q2 		$775K Buy
2,673
+180
+7% +$45.9K 0.18% 56
2025
Q1 		$612K Buy
2,493
+6
+0.2% +$1.53K 0.16% 58
2024
Q4 		$596K Sell
2,487
-367
-13% -$85.5K 0.15% 57
2024
Q3 		$602K Buy
2,854
+370
+15% +$77.9K 0.15% 56
2024
Q2 		$502K Buy
2,484
+9
+0.4% +$1.76K 0.17% 56
2024
Q1 		$496K Sell
2,475
-202
-8% -$36.5K 0.17% 56
2023
Q4 		$455K Buy
2,677
+145
+6% +$22K 0.18% 56
2023
Q3 		$367K Buy
+2,532
New +$380K 0.17% 64

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 Security Advisor's JPM Position: Q2 2026 in Review

Financial Security Advisor increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,770 shares worth $907K. The position accounts for 0.15% of the portfolio, ranked #68.

Financial Security Advisor first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Security Advisor held 2,770 shares of JPMorgan Chase worth $907K as of Q2 2026.
  • Financial Security Advisor bought 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.15% of Financial Security Advisor's portfolio in Q2 2026, its #68 holding.
  • Financial Security Advisor first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.