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Focused Wealth Management’s JPMorgan Chase JPM Stock Holding History

Focused Wealth Management’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 		$4.56M Buy
15,485
+4,545
+42% +$1.38M 0.47% 36
2025
Q4 		$3.53M Buy
10,940
+133
+1% +$41.2K 0.37% 39
2025
Q3 		$3.41M Buy
10,807
+100
+0.9% +$29.7K 0.36% 39
2025
Q2 		$3.1M Buy
10,707
+296
+3% +$75.5K 0.38% 37
2025
Q1 		$2.55M Buy
10,411
+288
+3% +$73.4K 0.35% 38
2024
Q4 		$2.43M Buy
10,123
+45
+0.4% +$10.5K 0.33% 38
2024
Q3 		$2.12M Buy
10,078
+21
+0.2% +$4.42K 0.28% 45
2024
Q2 		$2.03M Sell
10,057
-77
-0.8% -$15.1K 0.29% 38
2024
Q1 		$2.03M Buy
10,134
+34
+0.3% +$6.13K 0.31% 42
2023
Q4 		$1.72M Sell
10,100
-70
-0.7% -$10.6K 0.28% 43
2023
Q3 		$1.47M Buy
10,170
+72
+0.7% +$10.8K 0.26% 44
2023
Q2 		$1.47M Sell
10,098
-244
-2% -$33.6K 0.26% 46
2023
Q1 		$1.35M Buy
10,342
+434
+4% +$59.5K 0.27% 44
2022
Q4 		$1.33M Sell
9,908
-7
-0.1% -$887 0.27% 51
2022
Q3 		$1.04M Buy
9,915
+48
+0.5% +$5.51K 0.22% 50
2022
Q2 		$1.11M Buy
9,867
+2,658
+37% +$329K 0.2% 59
2022
Q1 		$983K Sell
7,209
-357
-5% -$52.7K 0.16% 66
2021
Q4 		$1.2M Buy
7,566
+8
+0.1% +$1.31K 0.19% 56
2021
Q3 		$1.24M Sell
7,558
-549
-7% -$86.1K 0.2% 50
2021
Q2 		$1.26M Buy
8,107
+433
+6% +$68K 0.21% 52
2021
Q1 		$1.17M Buy
7,674
+145
+2% +$20.9K 0.21% 54
2020
Q4 		$957K Sell
7,529
-294
-4% -$32.9K 0.19% 61
2020
Q3 		$753K Sell
7,823
-220
-3% -$21.6K 0.16% 64
2020
Q2 		$757K Buy
8,043
+1,329
+20% +$126K 0.18% 63
2020
Q1 		$604K Sell
6,714
-498
-7% -$60.5K 0.17% 62
2019
Q4 		$1M Sell
7,212
-7
-0.1% -$898 0.24% 52
2019
Q3 		$850K Sell
7,219
-273
-4% -$30.9K 0.23% 59
2019
Q2 		$838K Buy
7,492
+254
+4% +$28K 0.22% 61
2019
Q1 		$733K Buy
7,238
+1,604
+28% +$165K 0.22% 64
2018
Q4 		$550K Buy
5,634
+221
+4% +$23.5K 0.19% 81
2018
Q3 		$611K Buy
5,413
+1
+0% +$114 0.21% 77
2018
Q2 		$564K Buy
5,412
+78
+1% +$8.56K 0.2% 80
2018
Q1 		$587K Sell
5,334
-227
-4% -$25.7K 0.19% 82
2017
Q4 		$595K Sell
5,561
-512
-8% -$51.8K 0.19% 74
2017
Q3 		$580K Buy
6,073
+645
+12% +$59.5K 0.19% 76
2017
Q2 		$496K Buy
5,428
+2
+0% +$173 0.19% 74
2017
Q1 		$477K Buy
5,426
+420
+8% +$37.1K 0.19% 79
2016
Q4 		$432K Sell
5,006
-3,068
-38% -$234K 0.18% 77
2016
Q3 		$538K Buy
8,074
+2,016
+33% +$131K 0.24% 67
2016
Q2 		$376K Buy
6,058
+2,889
+91% +$180K 0.17% 83
2016
Q1 		$188K Sell
3,169
-1,128
-26% -$65.9K 0.1% 110
2015
Q4 		$284K Buy
4,297
+353
+9% +$23K 0.16% 88
2015
Q3 		$240K Sell
3,944
-304
-7% -$19.9K 0.15% 88
2015
Q2 		$288K Sell
4,248
-99
-2% -$6.46K 0.18% 81
2015
Q1 		$263K Sell
4,347
-269
-6% -$15.9K 0.16% 88
2014
Q4 		$289K Buy
4,616
+1
+0% +$60 0.2% 77
2014
Q3 		$278K Buy
4,615
+847
+22% +$49.5K 0.21% 79
2014
Q2 		$217K Buy
3,768
+101
+3% +$5.68K 0.17% 81
2014
Q1 		$223K Buy
3,667
+1
+0% +$58 0.19% 79
2013
Q4 		$214K Sell
3,666
-299
-8% -$16.4K 0.18% 88
2013
Q3 		$205K Buy
+3,965
New +$213K 0.2% 79

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Focused Wealth Management's JPM Position: Q1 2026 in Review

Focused Wealth Management increased its JPMorgan Chase (JPM) stake by 42% in Q1 2026, buying an estimated $1.38M and bringing the position to 15,485 shares worth $4.56M. The position accounts for 0.47% of the portfolio, ranked #36.

Focused Wealth Management first reported a position in JPM in Q3 2013 and has held it in 51 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Focused Wealth Management held 15,485 shares of JPMorgan Chase worth $4.56M as of Q1 2026.
  • Focused Wealth Management bought 4,545 JPMorgan Chase shares in Q1 2026, an estimated $1.38M.
  • JPMorgan Chase made up 0.47% of Focused Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Focused Wealth Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 51 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.