FORA Capital’s JPMorgan Chase JPM Stock Holding History

FORA Capital’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	$2.9M	Buy	8,849 +5,389	+156%	+$1.67M	0.2%	131
2026 Q1	$1.02M	Buy	+3,460	New	+$1.05M	0.07%	233
2023 Q2	–	Sell	-52,725	Closed	-$6.87M	–	485
2023 Q1	$6.87M	Buy	+52,725	New	+$7.22M	0.69%	35
2022 Q3	–	Sell	-65,455	Closed	-$7.37M	–	490
2022 Q2	$7.37M	Buy	+65,455	New	+$8.11M	1.47%	5
2021 Q4	–	Sell	-37,037	Closed	-$6.06M	–	383
2021 Q3	$6.06M	Buy	+37,037	New	+$5.81M	1.53%	7
2021 Q1	–	Sell	-24,943	Closed	-$3.17M	–	936
2020 Q4	$3.17M	Buy	+24,943	New	+$2.79M	0.48%	42
2020 Q2	–	Sell	-11,028	Closed	-$993K	–	1111
2020 Q1	$993K	Buy	+11,028	New	+$1.34M	0.21%	122

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

FORA Capital's JPM Position: Q2 2026 in Review

FORA Capital increased its JPMorgan Chase (JPM) stake by 156% in Q2 2026, buying an estimated $1.67M and bringing the position to 8,849 shares worth $2.9M. The position accounts for 0.2% of the portfolio, ranked #131.

FORA Capital first reported a position in JPM in Q1 2020 and has held it in 7 quarters since. The position peaked at $7.37M in Q2 2022. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

FORA Capital held 8,849 shares of JPMorgan Chase worth $2.9M as of Q2 2026.
FORA Capital bought 5,389 JPMorgan Chase shares in Q2 2026, an estimated $1.67M.
JPMorgan Chase made up 0.2% of FORA Capital's portfolio in Q2 2026, its #131 holding.
FORA Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 7 quarters since.
FORA Capital's JPMorgan Chase position peaked at $7.37M in Q2 2022.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.