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FOCUS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FOCUS Wealth Advisors’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
Q3 		$382K Buy
1,154
+2
+0.2% +$700 0.18% 53
2026
Q2 		$377K Buy
1,152
+3
+0.3% +$932 0.17% 53
2026
Q1 		$338K Buy
1,149
+2
+0.2% +$607 0.17% 52
2025
Q4 		$370K Buy
1,147
+2
+0.2% +$619 0.17% 51
2025
Q3 		$361K Sell
1,145
-141
-11% -$41.9K 0.17% 49
2025
Q2 		$373K Sell
1,286
-69
-5% -$17.6K 0.19% 49
2025
Q1 		$332K Buy
1,355
+69
+5% +$17.6K 0.18% 49
2024
Q4 		$308K Hold
1,286
– – 0.16% 52
2024
Q3 		$271K Hold
1,286
– – 0.14% 56
2024
Q2 		$260K Buy
1,286
+175
+16% +$34.2K 0.13% 57
2024
Q1 		$223K Buy
+1,111
New +$200K 0.12% 57

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

FOCUS Wealth Advisors's JPM Position: Q3 2026 in Review

FOCUS Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.17% in Q3 2026, buying an estimated $700 and bringing the position to 1,154 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #53.

FOCUS Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • FOCUS Wealth Advisors held 1,154 shares of JPMorgan Chase worth $382K as of Q3 2026.
  • FOCUS Wealth Advisors bought 2 JPMorgan Chase shares in Q3 2026, an estimated $700.
  • JPMorgan Chase made up 0.18% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • FOCUS Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.