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Firestone Capital Management’s JPMorgan Chase JPM Stock Holding History

Firestone Capital Management’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 		$1.13M Sell
3,451
-12
-0.3% -$3.73K 0.21% 66
2026
Q1 		$1.02M Buy
3,463
+2
+0.1% +$607 0.21% 64
2025
Q4 		$1.12M Sell
3,461
-32
-0.9% -$9.91K 0.24% 59
2025
Q3 		$1.1M Buy
3,493
+12
+0.3% +$3.57K 0.24% 59
2025
Q2 		$1.01M Sell
3,481
-18
-0.5% -$4.59K 0.24% 56
2025
Q1 		$858K Sell
3,499
-1,960
-36% -$500K 0.23% 58
2024
Q4 		$1.31M Sell
5,459
-27
-0.5% -$6.29K 0.33% 49
2024
Q3 		$1.16M Sell
5,486
-23
-0.4% -$4.84K 0.29% 50
2024
Q2 		$1.11M Buy
5,509
+1
+0% +$196 0.3% 48
2024
Q1 		$1.1M Buy
5,508
+27
+0.5% +$4.87K 0.31% 48
2023
Q4 		$932K Sell
5,481
-123
-2% -$18.6K 0.29% 51
2023
Q3 		$813K Hold
5,604
– – 0.28% 53
2023
Q2 		$860K Buy
5,604
+141
+3% +$19.4K 0.28% 53
2023
Q1 		$712K Buy
5,463
+2,000
+58% +$274K 0.26% 51
2022
Q4 		$464K Sell
3,463
-99
-3% -$12.5K 0.17% 68
2022
Q3 		$372K Hold
3,562
– – 0.15% 74
2022
Q2 		$401K Buy
3,562
+47
+1% +$5.82K 0.16% 69
2022
Q1 		$479K Hold
3,515
– – 0.16% 68
2021
Q4 		$557K Sell
3,515
-72
-2% -$11.8K 0.18% 63
2021
Q3 		$558K Hold
3,587
– – 0.18% 59
2021
Q2 		$558K Buy
3,587
+1
+0% +$157 0.2% 59
2021
Q1 		$546K Sell
3,586
-466
-12% -$67K 0.19% 61
2020
Q4 		$515K Buy
4,052
+200
+5% +$22.4K 0.2% 62
2020
Q3 		$371K Sell
3,852
-100
-3% -$9.82K 0.17% 64
2020
Q2 		$372K Buy
3,952
+252
+7% +$23.9K 0.17% 64
2020
Q1 		$333K Buy
3,700
+128
+4% +$15.6K 0.17% 63
2019
Q4 		$498K Buy
+3,572
New +$458K 0.21% 57

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

Firestone Capital Management's JPM Position: Q2 2026 in Review

Firestone Capital Management reduced its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, selling an estimated $3.73K and leaving 3,451 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #66.

Firestone Capital Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.31M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Firestone Capital Management held 3,451 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
  • Firestone Capital Management sold 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.21% of Firestone Capital Management's portfolio in Q2 2026, its #66 holding.
  • Firestone Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Firestone Capital Management's JPMorgan Chase position peaked at $1.31M in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.