Focus Financial Network’s JPMorgan Chase JPM Stock Holding History

Focus Financial Network’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	$11M	Buy	33,578 +1,841	+6%	+$572K	0.34%	57
2026 Q1	$9.34M	Sell	31,737 -1,163	-4%	-$353K	0.33%	58
2025 Q4	$10.6M	Buy	32,900 +659	+2%	+$204K	0.37%	55
2025 Q3	$10.2M	Buy	32,241 +761	+2%	+$226K	0.36%	58
2025 Q2	$9.13M	Sell	31,480 -3,491	-10%	-$891K	0.36%	52
2025 Q1	$8.58M	Buy	34,971 +234	+0.7%	+$59.7K	0.35%	56
2024 Q4	$8.33M	Buy	34,737 +594	+2%	+$138K	0.33%	55
2024 Q3	$7.2M	Sell	34,143 -64	-0.2%	-$13.5K	0.29%	69
2024 Q2	$7.42M	Buy	34,207 +1,521	+5%	+$297K	0.32%	60
2024 Q1	$5.92M	Sell	32,686 -118,294	-78%	-$21.3M	0.29%	70
2023 Q4	$25.7M	Buy	150,980 +116,706	+341%	+$17.7M	0.97%	14
2023 Q3	$4.97M	Buy	34,274 +418	+1%	+$62.7K	0.28%	69
2023 Q2	$4.92M	Sell	33,856 -1,416	-4%	-$195K	0.27%	75
2023 Q1	$4.6M	Sell	35,272 -145	-0.4%	-$19.9K	0.29%	78
2022 Q4	$4.75M	Sell	35,417 -330	-0.9%	-$41.8K	0.39%	53
2022 Q3	$3.74M	Sell	35,747 -475	-1%	-$54.5K	0.32%	63
2022 Q2	$4.08M	Buy	36,222 +29	+0.1%	+$3.59K	0.34%	62
2022 Q1	$4.93M	Sell	36,193 -94,059	-72%	-$13.9M	0.34%	58
2021 Q4	$20.6M	Buy	130,252 +4,330	+3%	+$711K	3.02%	4
2021 Q3	$20.6M	Buy	125,922 +896	+0.7%	+$140K	2.75%	4
2021 Q2	$19.4M	Buy	125,026 +397	+0.3%	+$62.4K	2.59%	4
2021 Q1	$19M	Buy	124,629 +90,757	+268%	+$13.1M	2.22%	4
2020 Q4	$4.3M	Buy	33,872 +2,056	+6%	+$230K	0.38%	57
2020 Q3	$3.06M	Buy	31,816 +1,181	+4%	+$116K	0.29%	71
2020 Q2	$2.88M	Sell	30,635 -355	-1%	-$33.7K	0.32%	69
2020 Q1	$2.79M	Buy	30,990 +388	+1%	+$47.1K	0.37%	55
2019 Q4	$4.27M	Buy	30,602 +3,392	+12%	+$435K	0.52%	42
2019 Q3	$3.2M	Buy	27,210 +2,928	+12%	+$331K	0.44%	51
2019 Q2	$2.71M	Buy	24,282 +85	+0.4%	+$9.37K	0.4%	54
2019 Q1	$2.45M	Buy	+24,197	New	+$2.49M	0.39%	54

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Focus Financial Network's JPM Position: Q2 2026 in Review

Focus Financial Network increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $572K and bringing the position to 33,578 shares worth $11M. The position accounts for 0.34% of the portfolio, ranked #57.

Focus Financial Network first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $25.7M in Q4 2023. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Focus Financial Network held 33,578 shares of JPMorgan Chase worth $11M as of Q2 2026.
Focus Financial Network bought 1,841 JPMorgan Chase shares in Q2 2026, an estimated $572K.
JPMorgan Chase made up 0.34% of Focus Financial Network's portfolio in Q2 2026, its #57 holding.
Focus Financial Network first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's JPMorgan Chase position peaked at $25.7M in Q4 2023.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.