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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
2015
Q4 		– Sell
-300
Closed -$1K – 698
2015
Q3 		$1K Buy
+300
New +$19.6K ﹤0.01% 635

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. 5,051 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.
  • 5,051 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.