Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FCAS
First Command Advisory Services’s
JPMorgan Chase
JPM
Stock Holding History
First Command Advisory Services’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
Q1
$3.42M
Buy
11,615
+431
+4%
+$131K
0.02%
50
2025
Q4
$3.6M
Buy
11,184
+545
+5%
+$169K
0.03%
45
2025
Q3
$3.36M
Buy
10,639
+298
+3%
+$88.6K
0.02%
47
2025
Q2
$3M
Buy
10,341
+1,035
+11%
+$264K
0.03%
43
2025
Q1
$2.28M
Buy
9,306
+40
+0.4%
+$10.2K
0.02%
48
2024
Q4
$2.22M
Buy
9,266
+158
+2%
+$36.8K
0.02%
46
2024
Q3
$1.92M
Buy
9,108
+1,320
+17%
+$278K
0.02%
49
2024
Q2
$1.58M
Sell
7,788
-216
-3%
-$42.2K
0.02%
46
2024
Q1
$1.6M
Buy
8,004
+523
+7%
+$94.4K
0.02%
44
2023
Q4
$1.27M
Buy
7,481
+187
+3%
+$28.3K
0.01%
49
2023
Q3
$1.06M
Buy
7,294
+7,293
+729,300%
+$1.09M
0.01%
48
2023
Q2
$145
Buy
+1
New
+$138
﹤0.01%
58
2023
Q1
–
Sell
-69
Closed
–
–
174
2022
Q4
$0
Sell
69
-48
-41%
-$6.08K
﹤0.01%
137
2022
Q3
$0
Buy
+117
New
+$13.4K
﹤0.01%
104
2021
Q3
–
Sell
-60
Closed
-$9K
–
143
2021
Q2
$9K
Buy
+60
New
+$9.42K
﹤0.01%
18
2019
Q3
–
Sell
-17
Closed
-$2K
–
29
2019
Q2
$2K
Buy
+17
New
+$1.87K
﹤0.01%
18
Other funds holding JPM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close