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 		– Sell
-30,000
Closed -$9.67M – 2747
2025
Q4 		$9.67M Hold
30,000
– – 0.01% 709
2025
Q3 		$9.46M Hold
30,000
– – 0.02% 570
2025
Q2 		$8.7M Hold
30,000
– – 0.02% 531
2025
Q1 		$7.36M Hold
30,000
– – 0.02% 529
2024
Q4 		$7.19M Hold
30,000
– – 0.02% 538
2024
Q3 		$6.33M Buy
+30,000
New +$6.32M 0.02% 503

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 Wealth's JPM Position: Q2 2026 in Review

Focus Partners Wealth reduced its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, selling an estimated $60.1M and leaving 2,913,920 shares worth $954M. The position accounts for 0.98% of the portfolio, ranked #17.

Focus Partners Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $968M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Focus Partners Wealth held 2,913,920 shares of JPMorgan Chase worth $954M as of Q2 2026.
  • Focus Partners Wealth sold 193,567 JPMorgan Chase shares in Q2 2026, an estimated $60.1M.
  • JPMorgan Chase made up 0.98% of Focus Partners Wealth's portfolio in Q2 2026, its #17 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's JPMorgan Chase position peaked at $968M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.