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Financial Strategies Group’s JPMorgan Chase JPM Stock Holding History

Financial Strategies 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 		$12.3M Buy
35,740
+440
+1% +$137K 1.97% 16
2026
Q1 		$11M Buy
35,300
+1,869
+6% +$567K 1.84% 15
2025
Q4 		$11.2M Buy
33,431
+730
+2% +$226K 2.02% 16
2025
Q3 		$10.1M Buy
32,701
+658
+2% +$196K 1.93% 15
2025
Q2 		$9.19M Buy
32,043
+1,313
+4% +$335K 1.92% 15
2025
Q1 		$7.16M Sell
30,730
-978
-3% -$249K 1.69% 18
2024
Q4 		$7.61M Sell
31,708
-1,463
-4% -$341K 1.82% 16
2024
Q3 		$7.35M Buy
33,171
+175
+0.5% +$36.9K 1.72% 18
2024
Q2 		$6.85M Buy
32,996
+4,019
+14% +$786K 1.72% 17
2024
Q1 		$5.71M Buy
28,977
+4,119
+17% +$743K 1.54% 19
2023
Q4 		$4.24M Buy
24,858
+3,210
+15% +$486K 1.21% 20
2023
Q3 		$3.19M Buy
21,648
+2,796
+15% +$419K 1.01% 23
2023
Q2 		$2.74M Buy
18,852
+7,652
+68% +$1.05M 0.88% 23
2023
Q1 		$1.46M Buy
11,200
+1,081
+11% +$148K 0.56% 32
2022
Q4 		$1.36M Buy
10,119
+29
+0.3% +$3.67K 0.56% 31
2022
Q3 		$1.05M Buy
10,090
+2,318
+30% +$266K 0.48% 36
2022
Q2 		$875K Buy
7,772
+2,272
+41% +$281K 0.37% 36
2022
Q1 		$750K Buy
5,500
+916
+20% +$135K 0.3% 38
2021
Q4 		$726K Buy
4,584
+507
+12% +$83.3K 0.3% 37
2021
Q3 		$667K Buy
4,077
+561
+16% +$88K 0.3% 36
2021
Q2 		$547K Buy
3,516
+786
+29% +$123K 0.25% 38
2021
Q1 		$416K Sell
2,730
-146
-5% -$21K 0.22% 43
2020
Q4 		$365K Buy
+2,876
New +$321K 0.2% 41

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 Strategies Group's JPM Position: Q2 2026 in Review

Financial Strategies Group increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $137K and bringing the position to 35,740 shares worth $12.3M. The position accounts for 1.97% of the portfolio, ranked #16.

Financial Strategies Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Strategies Group held 35,740 shares of JPMorgan Chase worth $12.3M as of Q2 2026.
  • Financial Strategies Group bought 440 JPMorgan Chase shares in Q2 2026, an estimated $137K.
  • JPMorgan Chase made up 1.97% of Financial Strategies Group's portfolio in Q2 2026, its #16 holding.
  • Financial Strategies Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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