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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return