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Financial Solutions Advisory Group’s JPMorgan Chase JPM Stock Holding History

Financial Solutions Advisory 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 		$3.49M Sell
10,413
-76
-0.7% -$23.6K 0.44% 36
2026
Q1 		$3.09M Buy
+10,489
New +$3.18M 0.43% 39

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Financial Solutions Advisory Group's JPM Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, selling an estimated $23.6K and leaving 10,413 shares worth $3.49M. The position accounts for 0.44% of the portfolio, ranked #36.

Financial Solutions Advisory Group first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 1,512 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Solutions Advisory Group held 10,413 shares of JPMorgan Chase worth $3.49M as of Q2 2026.
  • Financial Solutions Advisory Group sold 76 JPMorgan Chase shares in Q2 2026, an estimated $23.6K.
  • JPMorgan Chase made up 0.44% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Financial Solutions Advisory Group first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 1,512 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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