First Pacific Financial’s JPMorgan Chase JPM Stock Holding History

First Pacific Financial’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	$8.52M	Buy	26,016 +1,888	+8%	+$586K	1.01%	15
2026 Q1	$7.1M	Sell	24,128 -2,028	-8%	-$615K	0.91%	15
2025 Q4	$8.43M	Sell	26,156 -1,129	-4%	-$350K	1.1%	16
2025 Q3	$8.61M	Buy	27,285 +6,181	+29%	+$1.84M	1.2%	16
2025 Q2	$6.12M	Buy	21,104 +17,755	+530%	+$4.53M	0.9%	17
2025 Q1	$822K	Buy	3,349 +297	+10%	+$75.7K	0.17%	72
2024 Q4	$732K	Buy	3,052 +1,011	+50%	+$235K	0.17%	89
2024 Q3	$430K	Buy	2,041 +1,000	+96%	+$211K	0.1%	104
2024 Q2	$211K	Sell	1,041 -72	-6%	-$14.1K	0.05%	114
2024 Q1	$223K	Sell	1,113 -938	-46%	-$169K	0.06%	116
2023 Q4	$349K	Hold	2,051	–	–	0.11%	103
2023 Q3	$297K	Hold	2,051	–	–	0.13%	99
2023 Q2	$298K	Buy	2,051 +484	+31%	+$66.6K	0.13%	102
2023 Q1	$204K	Hold	1,567	–	–	0.09%	104
2022 Q4	$210K	Buy	+1,567	New	+$199K	0.1%	106
2022 Q2	–	Sell	-2,060	Closed	-$281K	–	106
2022 Q1	$281K	Hold	2,060	–	–	0.14%	88
2021 Q4	$326K	Hold	2,060	–	–	0.16%	92
2021 Q3	$337K	Buy	+2,060	New	+$323K	0.18%	91

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

First Pacific Financial's JPM Position: Q2 2026 in Review

First Pacific Financial increased its JPMorgan Chase (JPM) stake by 7.8% in Q2 2026, buying an estimated $586K and bringing the position to 26,016 shares worth $8.52M. The position accounts for 1.01% of the portfolio, ranked #15.

First Pacific Financial first reported a position in JPM in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.61M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

First Pacific Financial held 26,016 shares of JPMorgan Chase worth $8.52M as of Q2 2026.
First Pacific Financial bought 1,888 JPMorgan Chase shares in Q2 2026, an estimated $586K.
JPMorgan Chase made up 1.01% of First Pacific Financial's portfolio in Q2 2026, its #15 holding.
First Pacific Financial first reported a position in JPMorgan Chase in Q3 2021 and has held it in 18 quarters since.
First Pacific Financial's JPMorgan Chase position peaked at $8.61M in Q3 2025.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.