First Business Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
35,340
+3,233
| +10% | +$981K | 0.92% | 17 |
|
|
2025
Q4 | $10.3M | Buy |
32,107
+524
| +2% | +$162K | 0.95% | 16 |
|
|
2025
Q3 | $9.96M | Sell |
31,583
-2,367
| -7% | -$704K | 0.91% | 15 |
|
|
2025
Q2 | $9.84M | Buy |
33,950
+878
| +3% | +$224K | 0.89% | 15 |
|
|
2025
Q1 | $8.11M | Buy |
33,072
+1,717
| +5% | +$438K | 0.8% | 14 |
|
|
2024
Q4 | $7.52M | Buy |
31,355
+448
| +1% | +$104K | 0.74% | 16 |
|
|
2024
Q3 | $6.52M | Buy |
30,907
+712
| +2% | +$150K | 0.65% | 16 |
|
|
2024
Q2 | $6.11M | Buy |
30,195
+1,093
| +4% | +$214K | 0.65% | 16 |
|
|
2024
Q1 | $5.83M | Sell |
29,102
-708
| -2% | -$128K | 0.63% | 15 |
|
|
2023
Q4 | $5.07M | Buy |
29,810
+437
| +1% | +$66.2K | 0.59% | 14 |
|
|
2023
Q3 | $4.26M | Buy |
29,373
+906
| +3% | +$136K | 0.54% | 15 |
|
|
2023
Q2 | $4.14M | Buy |
28,467
+179
| +0.6% | +$24.6K | 0.51% | 16 |
|
|
2023
Q1 | $3.69M | Buy |
28,288
+692
| +3% | +$94.8K | 0.46% | 18 |
|
|
2022
Q4 | $3.7M | Buy |
27,596
+266
| +1% | +$33.7K | 0.5% | 16 |
|
|
2022
Q3 | $2.86M | Buy |
27,330
+1,495
| +6% | +$172K | 0.41% | 18 |
|
|
2022
Q2 | $2.91M | Sell |
25,835
-557
| -2% | -$69K | 0.39% | 19 |
|
|
2022
Q1 | $3.6M | Buy |
26,392
+582
| +2% | +$85.9K | 0.4% | 16 |
|
|
2021
Q4 | $4.09M | Buy |
25,810
+588
| +2% | +$96.6K | 0.43% | 16 |
|
|
2021
Q3 | $4.13M | Buy |
25,222
+1,655
| +7% | +$259K | 0.47% | 15 |
|
|
2021
Q2 | $3.67M | Buy |
23,567
+2,255
| +11% | +$354K | 0.43% | 16 |
|
|
2021
Q1 | $3.24M | Buy |
21,312
+1,690
| +9% | +$243K | 0.43% | 16 |
|
|
2020
Q4 | $2.49M | Buy |
19,622
+561
| +3% | +$62.7K | 0.36% | 15 |
|
|
2020
Q3 | $1.83M | Buy |
19,061
+276
| +1% | +$27.1K | 0.31% | 19 |
|
|
2020
Q2 | $1.77M | Buy |
18,785
+10,502
| +127% | +$996K | 0.32% | 19 |
|
|
2020
Q1 | $746K | Sell |
8,283
-109
| -1% | -$13.2K | 0.15% | 36 |
|
|
2019
Q4 | $1.17M | Hold |
8,392
| – | – | 0.19% | 26 |
|
|
2019
Q3 | $988K | Buy |
8,392
+105
| +1% | +$11.9K | 0.17% | 30 |
|
|
2019
Q2 | $926K | Sell |
8,287
-171
| -2% | -$18.9K | 0.16% | 31 |
|
|
2019
Q1 | $856K | Sell |
8,458
-460
| -5% | -$47.4K | 0.15% | 31 |
|
|
2018
Q4 | $871K | Buy |
8,918
+6,038
| +210% | +$643K | 0.15% | 38 |
|
|
2018
Q3 | $325K | Hold |
2,880
| – | – | 0.05% | 93 |
|
|
2018
Q2 | $300K | Buy |
2,880
+370
| +15% | +$40.6K | 0.05% | 73 |
|
|
2018
Q1 | $276K | Sell |
2,510
-123
| -5% | -$13.9K | 0.05% | 73 |
|
|
2017
Q4 | $282K | Buy |
2,633
+50
| +2% | +$5.06K | 0.05% | 74 |
|
|
2017
Q3 | $247K | Buy |
2,583
+200
| +8% | +$18.4K | 0.05% | 75 |
|
|
2017
Q2 | $218K | Buy |
2,383
+84
| +4% | +$7.25K | 0.04% | 74 |
|
|
2017
Q1 | $202K | Buy |
+2,299
| New | +$203K | 0.04% | 75 |
|
Other funds holding JPM
VCM
VPM
First Business Financial Services's JPM Position: Q1 2026 in Review
First Business Financial Services increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $981K and bringing the position to 35,340 shares worth $10.4M. The position accounts for 0.92% of the portfolio, ranked #17.
First Business Financial Services first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- First Business Financial Services held 35,340 shares of JPMorgan Chase worth $10.4M as of Q1 2026.
- First Business Financial Services bought 3,233 JPMorgan Chase shares in Q1 2026, an estimated $981K.
- JPMorgan Chase made up 0.92% of First Business Financial Services's portfolio in Q1 2026, its #17 holding.
- First Business Financial Services first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.