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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FOCUS Wealth Advisors's JPM Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $932 and bringing the position to 1,152 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #53.

FOCUS Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

FOCUS Wealth Advisors held 1,152 shares of JPMorgan Chase worth $377K as of Q2 2026.
FOCUS Wealth Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.17% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #53 holding.
FOCUS Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.