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	–	Sell	-3,000	Closed	-$967K	–	245
2025 Q4	$967K	Buy	+3,000	New	+$929K	0.1%	81
2024 Q3	–	Sell	-2,000	Closed	-$405K	–	262
2024 Q2	$405K	Buy	+2,000	New	+$391K	0.06%	108
2023 Q3	–	Sell	-5,600	Closed	-$15K	–	1075
2023 Q2	$15K	Buy	+5,600	New	+$770K	﹤0.01%	475
2023 Q1	–	Sell	-12,000	Closed	-$20K	–	1100
2022 Q4	$20K	Buy	+12,000	New	+$1.52M	﹤0.01%	425
2021 Q4	–	Sell	-12,000	Closed	-$19K	–	1045
2021 Q3	$19K	Buy	12,000 +1,200	+11%	+$188K	﹤0.01%	515
2021 Q2	$28K	Buy	+10,800	New	+$1.7M	﹤0.01%	457
2020 Q1	–	Sell	-14,000	Closed	-$24K	–	741
2019 Q4	$24K	Buy	+14,000	New	+$1.8M	0.01%	379
2019 Q3	–	Sell	-8,000	Closed	-$40K	–	742
2019 Q2	$40K	Buy	+8,000	New	+$882K	0.01%	338
2018 Q3	–	Sell	-14,000	Closed	-$14K	–	685
2018 Q2	$14K	Buy	+14,000	New	+$1.54M	﹤0.01%	403

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

Focused Wealth Management's JPM Position: Q2 2026 in Review

Focused Wealth Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $152K and bringing the position to 15,973 shares worth $5.23M. The position accounts for 0.45% of the portfolio, ranked #35.

Focused Wealth Management first reported a position in JPM in Q3 2013 and has held it in 52 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Focused Wealth Management held 15,973 shares of JPMorgan Chase worth $5.23M as of Q2 2026.
Focused Wealth Management bought 488 JPMorgan Chase shares in Q2 2026, an estimated $152K.
JPMorgan Chase made up 0.45% of Focused Wealth Management's portfolio in Q2 2026, its #35 holding.
Focused Wealth Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 52 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.