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Focus Partners Advisor Solutions’s JPMorgan Chase JPM Stock Holding History

Focus Partners Advisor Solutions’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 		$27.6M Buy
84,252
+4,684
+6% +$1.45M 0.23% 58
2026
Q1 		$23.4M Buy
79,568
+10,301
+15% +$3.13M 0.24% 55
2025
Q4 		$22.3M Sell
69,267
-6,065
-8% -$1.88M 0.27% 52
2025
Q3 		$23.8M Buy
75,332
+9,409
+14% +$2.8M 0.27% 58
2025
Q2 		$19.1M Sell
65,923
-8,646
-12% -$2.21M 0.26% 53
2025
Q1 		$18.3M Buy
74,569
+8,360
+13% +$2.13M 0.28% 47
2024
Q4 		$15.9M Buy
66,209
+16,799
+34% +$3.91M 0.27% 49
2024
Q3 		$10.4M Buy
49,410
+3,986
+9% +$840K 0.22% 57
2024
Q2 		$9.19M Sell
45,424
-7,365
-14% -$1.44M 0.24% 54
2024
Q1 		$10.2M Buy
52,789
+37,148
+238% +$6.7M 0.3% 44
2023
Q4 		$2.66M Sell
15,641
-4,064
-21% -$616K 0.13% 81
2023
Q3 		$2.86M Buy
19,705
+5,279
+37% +$791K 0.14% 78
2023
Q2 		$2.1M Sell
14,426
-963
-6% -$132K 0.12% 81
2023
Q1 		$2.01M Sell
15,389
-2,576
-14% -$353K 0.13% 73
2022
Q4 		$2.41M Sell
17,965
-6,993
-28% -$886K 0.19% 70
2022
Q3 		$2.61M Buy
24,958
+6,547
+36% +$751K 0.15% 72
2022
Q2 		$2.07M Buy
18,411
+6,026
+49% +$747K 0.17% 68
2022
Q1 		$1.69M Buy
12,385
+1,417
+13% +$209K 0.17% 79
2021
Q4 		$1.74M Buy
+10,968
New +$1.8M 0.36% 24

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

Focus Partners Advisor Solutions's JPM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, buying an estimated $1.45M and bringing the position to 84,252 shares worth $27.6M. The position accounts for 0.23% of the portfolio, ranked #58.

Focus Partners Advisor Solutions first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Focus Partners Advisor Solutions held 84,252 shares of JPMorgan Chase worth $27.6M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 4,684 JPMorgan Chase shares in Q2 2026, an estimated $1.45M.
  • JPMorgan Chase made up 0.23% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #58 holding.
  • Focus Partners Advisor Solutions first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.