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
2025
Q2 		$661M Buy
2025
Q1 		$548M Sell
2024
Q4 		$540M Buy
2024
Q3 		$318M Sell
2024
Q2 		$350M Buy
2024
Q1 		$163M Buy
2023
Q4 		$94.7M Buy