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Fonville Wealth Management’s JPMorgan Chase JPM Stock Holding History

Fonville 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 		$483K Buy
1,474
+91
+7% +$28.3K 0.08% 95
2026
Q1 		$407K Buy
1,383
+392
+40% +$119K 0.08% 96
2025
Q4 		$319K Buy
991
+160
+19% +$49.5K 0.07% 104
2025
Q3 		$262K Hold
831
– – 0.06% 112
2025
Q2 		$241K Hold
831
– – 0.06% 112
2025
Q1 		$204K Buy
+831
New +$212K 0.06% 118
2024
Q4 		– Sell
-989
Closed -$209K – 110
2024
Q3 		$209K Buy
+989
New +$208K 0.07% 113

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Fonville Wealth Management increased its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,474 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #95.

Fonville Wealth Management first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fonville Wealth Management held 1,474 shares of JPMorgan Chase worth $483K as of Q2 2026.
  • Fonville Wealth Management bought 91 JPMorgan Chase shares in Q2 2026, an estimated $28.3K.
  • JPMorgan Chase made up 0.08% of Fonville Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Fonville Wealth Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.