Fisher Funds Management’s JPMorgan Chase JPM Stock Holding History

Fisher Funds Management’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	$49.7M	Buy	151,953 +1	+0%	+$311	1.41%	15
2026 Q1	$44.7M	Sell	151,952 -47,234	-24%	-$14.3M	1.31%	23
2025 Q4	$64.4M	Hold	199,186	–	–	1.66%	17
2025 Q3	$62.8M	Buy	199,186 +54,993	+38%	+$16.4M	1.66%	18
2025 Q2	$41.8M	Sell	144,193 -7,662	-5%	-$1.96M	0.99%	29
2025 Q1	$37.3M	Sell	151,855 -10,415	-6%	-$2.66M	0.9%	28
2024 Q4	$38.9M	Buy	+162,270	New	+$37.8M	0.94%	27

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

Fisher Funds Management's JPM Position: Q2 2026 in Review

Fisher Funds Management increased its JPMorgan Chase (JPM) stake by 0% in Q2 2026, buying an estimated $311 and bringing the position to 151,953 shares worth $49.7M. The position accounts for 1.41% of the portfolio, ranked #15.

Fisher Funds Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.4M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fisher Funds Management held 151,953 shares of JPMorgan Chase worth $49.7M as of Q2 2026.
Fisher Funds Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 1.41% of Fisher Funds Management's portfolio in Q2 2026, its #15 holding.
Fisher Funds Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Fisher Funds Management's JPMorgan Chase position peaked at $64.4M in Q4 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.