Focus Partners Wealth
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Focus Partners Wealth’s JPMorgan Chase JPM Stock Holding History

Focus Partners Wealth’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
Q1 		$915M Buy
3,107,487
+99,924
+3% +$30.3M 1.02% 16
2025
Q4 		$968M Buy
3,007,563
+640,513
+27% +$198M 1.1% 14
2025
Q3 		$747M Buy
2,367,050
+87,074
+4% +$25.9M 1.2% 13
2025
Q2 		$661M Buy
2,279,976
+47,902
+2% +$12.2M 1.43% 9
2025
Q1 		$548M Sell
2,232,074
-21,226
-0.9% -$5.41M 1.37% 10
2024
Q4 		$540M Buy
2,253,300
+743,364
+49% +$173M 1.4% 11
2024
Q3 		$318M Sell
1,509,936
-219,235
-13% -$46.2M 1.01% 16
2024
Q2 		$350M Buy
1,729,171
+914,311
+112% +$179M 1.18% 13
2024
Q1 		$163M Buy
814,860
+258,067
+46% +$46.6M 1.33% 10
2023
Q4 		$94.7M Buy
+556,793
New +$84.4M 1.24% 11

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Focus Partners Wealth's JPM Position: Q1 2026 in Review

Focus Partners Wealth increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, buying an estimated $30.3M and bringing the position to 3,107,487 shares worth $915M. The position accounts for 1.02% of the portfolio, ranked #16.

Focus Partners Wealth first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $968M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Focus Partners Wealth held 3,107,487 shares of JPMorgan Chase worth $915M as of Q1 2026.
  • Focus Partners Wealth bought 99,924 JPMorgan Chase shares in Q1 2026, an estimated $30.3M.
  • JPMorgan Chase made up 1.02% of Focus Partners Wealth's portfolio in Q1 2026, its #16 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's JPMorgan Chase position peaked at $968M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.