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Forefront Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Forefront Wealth Partners’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 		$326K Buy
+997
New +$310K 0.1% 140
2026
Q1 		– Sell
-696
Closed -$224K – 167
2025
Q4 		$224K Buy
+696
New +$215K 0.11% 128

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

Forefront Wealth Partners's JPM Position: Q2 2026 in Review

Forefront Wealth Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 997 shares worth $326K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in JPM as recently as Q4 2025.

Forefront Wealth Partners first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forefront Wealth Partners held 997 shares of JPMorgan Chase worth $326K as of Q2 2026.
  • JPMorgan Chase was a new Forefront Wealth Partners position in Q2 2026.
  • JPMorgan Chase made up 0.1% of Forefront Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Forefront Wealth Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.