FSWA
JPM icon

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

Financial Synergies 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 		$1.48M Buy
4,516
+540
+14% +$168K 0.13% 57
2026
Q1 		$1.17M Buy
3,976
+2,867
+259% +$870K 0.11% 58
2025
Q4 		$358K Buy
1,109
+10
+0.9% +$3.1K 0.03% 85
2025
Q3 		$347K Sell
1,099
-153
-12% -$45.5K 0.04% 78
2025
Q2 		$363K Buy
1,252
+252
+25% +$64.3K 0.04% 73
2025
Q1 		$245K Buy
1,000
+10
+1% +$2.55K 0.03% 75
2024
Q4 		$237K Sell
990
-118
-11% -$27.5K 0.03% 67
2024
Q3 		$234K Buy
+1,108
New +$233K 0.03% 69
2024
Q2 		– Sell
-787
Closed -$158K – 264
2024
Q1 		$158K Buy
787
+439
+126% +$79.2K 0.02% 82
2023
Q4 		$46.6K Sell
348
-435
-56% -$65.9K 0.01% 97
2023
Q3 		$114K Sell
783
-99
-11% -$14.8K 0.02% 82
2023
Q2 		$128K Sell
882
-70
-7% -$9.63K 0.02% 78
2023
Q1 		$124K Buy
952
+604
+174% +$82.8K 0.02% 77
2022
Q4 		$46.6K Buy
348
+141
+68% +$17.9K 0.01% 97
2022
Q3 		$21.7K Buy
207
+1
+0.5% +$115 ﹤0.01% 124
2022
Q2 		$23.2K Buy
+206
New +$25.5K ﹤0.01% 129

Other funds holding JPM

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Synergies Wealth Advisors's JPM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $168K and bringing the position to 4,516 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #57.

Financial Synergies Wealth Advisors first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Synergies Wealth Advisors held 4,516 shares of JPMorgan Chase worth $1.48M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 540 JPMorgan Chase shares in Q2 2026, an estimated $168K.
  • JPMorgan Chase made up 0.13% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Financial Synergies Wealth Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.