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Firethorn Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Firethorn Wealth Partners’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 		$1.54M Buy
4,716
+547
+13% +$170K 0.5% 51
2026
Q1 		$1.23M Buy
4,169
+624
+18% +$189K 0.45% 54
2025
Q4 		$1.14M Buy
3,545
+115
+3% +$35.6K 0.43% 55
2025
Q3 		$1.08M Buy
3,430
+82
+2% +$24.4K 0.43% 55
2025
Q2 		$971K Sell
3,348
-44
-1% -$11.2K 0.42% 52
2025
Q1 		$832K Buy
3,392
+626
+23% +$160K 0.4% 53
2024
Q4 		$663K Buy
2,766
+31
+1% +$7.22K 0.33% 63
2024
Q3 		$577K Sell
2,735
-78
-3% -$16.4K 0.29% 77
2024
Q2 		$569K Sell
2,813
-25
-0.9% -$4.89K 0.32% 71
2024
Q1 		$568K Buy
2,838
+13
+0.5% +$2.35K 0.33% 65
2023
Q4 		$480K Buy
2,825
+132
+5% +$20K 0.32% 68
2023
Q3 		$391K Sell
2,693
-6
-0.2% -$899 0.3% 70
2023
Q2 		$393K Buy
2,699
+10
+0.4% +$1.38K 0.29% 65
2023
Q1 		$380K Buy
2,689
+11
+0.4% +$1.51K 0.3% 65
2022
Q4 		$359K Buy
2,678
+6
+0.2% +$760 0.3% 74
2022
Q3 		$279K Sell
2,672
-163
-6% -$18.7K 0.26% 87
2022
Q2 		$324K Sell
2,835
-834
-23% -$103K 0.26% 81
2022
Q1 		$500K Buy
3,669
+949
+35% +$140K 0.38% 64
2021
Q4 		$431K Buy
+2,720
New +$447K 0.32% 72
2021
Q2 		$298K Buy
1,918
+7
+0.4% +$1.1K 0.25% 90
2021
Q1 		$291K Buy
1,911
+8
+0.4% +$1.15K 0.27% 89
2020
Q4 		$242K Buy
+1,903
New +$213K 0.26% 85

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

Firethorn Wealth Partners's JPM Position: Q2 2026 in Review

Firethorn Wealth Partners increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 4,716 shares worth $1.54M. The position accounts for 0.5% of the portfolio, ranked #51.

Firethorn Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Firethorn Wealth Partners held 4,716 shares of JPMorgan Chase worth $1.54M as of Q2 2026.
  • Firethorn Wealth Partners bought 547 JPMorgan Chase shares in Q2 2026, an estimated $170K.
  • JPMorgan Chase made up 0.5% of Firethorn Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Firethorn Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.