First Pacific Financial
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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
Q3 		$8.47M Sell
25,591
-425
-2% -$149K 0.87% 20
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

First Pacific Financial's JPM Position: Q3 2026 in Review

First Pacific Financial reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, selling an estimated $149K and leaving 25,591 shares worth $8.47M. The position accounts for 0.87% of the portfolio, ranked #20.

First Pacific Financial first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.61M in Q3 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • First Pacific Financial held 25,591 shares of JPMorgan Chase worth $8.47M as of Q3 2026.
  • First Pacific Financial sold 425 JPMorgan Chase shares in Q3 2026, an estimated $149K.
  • JPMorgan Chase made up 0.87% of First Pacific Financial's portfolio in Q3 2026, its #20 holding.
  • First Pacific Financial first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • First Pacific Financial's JPMorgan Chase position peaked at $8.61M in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.