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Flaharty Asset Management’s JPMorgan Chase JPM Stock Holding History

Flaharty Asset 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 		$566K Sell
1,691
-1,970
-54% -$612K 0.81% 37
2026
Q1 		$1.08M Buy
3,661
+100
+3% +$30.3K 0.13% 56
2025
Q4 		$1.15M Buy
3,561
+255
+8% +$78.9K 0.14% 56
2025
Q3 		$1.04M Buy
3,306
+1,891
+134% +$562K 0.13% 48
2025
Q2 		$410K Sell
1,415
-210
-13% -$53.6K 0.06% 85
2025
Q1 		$399K Sell
1,625
-100
-6% -$25.5K 0.06% 80
2024
Q4 		$413K Buy
1,725
+851
+97% +$198K 0.06% 78
2024
Q3 		$184K Buy
+874
New +$184K 0.03% 121
2024
Q2 		– Sell
-1,232
Closed -$247K – 122
2024
Q1 		$247K Buy
1,232
+34
+3% +$6.13K 0.04% 105
2023
Q4 		$204K Buy
1,198
+109
+10% +$16.5K 0.03% 115
2023
Q3 		$158K Buy
+1,089
New +$163K 0.03% 122
2021
Q4 		– Sell
-1,381
Closed -$226K – 144
2021
Q3 		$226K Sell
1,381
-46
-3% -$7.21K 0.05% 122
2021
Q2 		$222K Sell
1,427
-65
-4% -$10.2K 0.05% 115
2021
Q1 		$227K Buy
+1,492
New +$215K 0.05% 103
2020
Q2 		– Sell
-2,549
Closed -$229K – 71
2020
Q1 		$229K Sell
2,549
-142
-5% -$17.3K 0.11% 58
2019
Q4 		$375K Sell
2,691
-691
-20% -$88.6K 0.13% 50
2019
Q3 		$398K Buy
3,382
+299
+10% +$33.8K 0.15% 49
2019
Q2 		$345K Sell
3,083
-1,528
-33% -$168K 0.13% 55
2019
Q1 		$467K Buy
4,611
+1,085
+31% +$112K 0.19% 45
2018
Q4 		$344K Hold
3,526
– – 0.15% 57
2018
Q3 		$400K Sell
3,526
-3,151
-47% -$358K 0.16% 53
2018
Q2 		$696K Sell
6,677
-2,448
-27% -$269K 0.27% 30
2018
Q1 		$984K Buy
9,125
+5,227
+134% +$592K 0.41% 26
2017
Q4 		$423K Buy
+3,898
New +$395K 0.19% 54

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
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

Flaharty Asset Management's JPM Position: Q2 2026 in Review

Flaharty Asset Management reduced its JPMorgan Chase (JPM) stake by 54% in Q2 2026, selling an estimated $612K and leaving 1,691 shares worth $566K. The position accounts for 0.81% of the portfolio, ranked #37.

Flaharty Asset Management first reported a position in JPM in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.15M in Q4 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Flaharty Asset Management held 1,691 shares of JPMorgan Chase worth $566K as of Q2 2026.
  • Flaharty Asset Management sold 1,970 JPMorgan Chase shares in Q2 2026, an estimated $612K.
  • JPMorgan Chase made up 0.81% of Flaharty Asset Management's portfolio in Q2 2026, its #37 holding.
  • Flaharty Asset Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 24 quarters since.
  • Flaharty Asset Management's JPMorgan Chase position peaked at $1.15M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.