FWM
JPM icon

Foguth Wealth Management’s JPMorgan Chase JPM Stock Holding History

Foguth 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
Q2 		$1.05M Buy
3,093
+674
+28% +$209K 0.12% 84
2026
Q1 		$724K Buy
2,419
+330
+16% +$100K 0.08% 101
2025
Q4 		$680K Buy
+2,089
New +$647K 0.11% 88
2025
Q2 		$466K Sell
1,609
-207
-11% -$52.8K 0.1% 85
2025
Q1 		$445K Sell
1,816
-43
-2% -$11K 0.11% 92
2024
Q4 		$492K Buy
1,859
+658
+55% +$153K 0.13% 82
2024
Q3 		$253K Sell
1,201
-358
-23% -$75.4K 0.09% 110
2024
Q2 		$315K Buy
1,559
+460
+42% +$89.9K 0.14% 90
2024
Q1 		$220K Buy
+1,099
New +$198K 0.12% 118

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Foguth Wealth Management increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $209K and bringing the position to 3,093 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #84.

Foguth Wealth Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Foguth Wealth Management held 3,093 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
  • Foguth Wealth Management bought 674 JPMorgan Chase shares in Q2 2026, an estimated $209K.
  • JPMorgan Chase made up 0.12% of Foguth Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Foguth Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.