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Flavin Financial Services’s JPMorgan Chase JPM Stock Holding History

Flavin Financial 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
Q2 		$5.78M Buy
17,657
+2,077
+13% +$645K 3.29% 8
2026
Q1 		$4.58M Buy
15,580
+814
+6% +$247K 3.08% 10
2025
Q4 		$4.76M Sell
14,766
-64
-0.4% -$19.8K 3.26% 9
2025
Q3 		$4.68M Buy
14,830
+430
+3% +$128K 3.32% 8
2025
Q2 		$4.17M Sell
14,400
-989
-6% -$252K 4.05% 2
2025
Q1 		$3.77M Buy
15,389
+482
+3% +$123K 3.47% 5
2024
Q4 		$3.57M Buy
+14,907
New +$3.47M 3.4% 4

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Flavin Financial Services's JPM Position: Q2 2026 in Review

Flavin Financial Services increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $645K and bringing the position to 17,657 shares worth $5.78M. The position accounts for 3.29% of the portfolio, ranked #8.

Flavin Financial Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Flavin Financial Services held 17,657 shares of JPMorgan Chase worth $5.78M as of Q2 2026.
  • Flavin Financial Services bought 2,077 JPMorgan Chase shares in Q2 2026, an estimated $645K.
  • JPMorgan Chase made up 3.29% of Flavin Financial Services's portfolio in Q2 2026, its #8 holding.
  • Flavin Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flavin Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.