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Formidable Asset Management’s JPMorgan Chase JPM Stock Holding History

Formidable Asset 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 		$8.11M Buy
27,555
+656
+2% +$204K 1.29% 11
2026
Q1 		$8.67M Buy
26,899
+45
+0.2% +$13.7K 1.34% 13
2025
Q4 		$8.47M Sell
26,854
-558
-2% -$173K 1.23% 14
2025
Q3 		$7.95M Sell
27,412
-493
-2% -$147K 1.25% 13
2025
Q2 		$6.85M Sell
27,905
-67
-0.2% -$17.1K 1.14% 13
2025
Q1 		$6.86M Sell
27,972
-1,139
-4% -$290K 1.15% 13
2024
Q4 		$6.98M Sell
29,111
-626
-2% -$146K 1.15% 14
2024
Q3 		$6.27M Sell
29,737
-684
-2% -$144K 1% 16
2024
Q2 		$6.15M Buy
30,421
+225
+0.7% +$44K 0.99% 17
2024
Q1 		$6.05M Buy
30,196
+19,446
+181% +$3.51M 0.99% 14
2023
Q4 		$1.83M Sell
10,750
-244
-2% -$37K 0.38% 49
2023
Q3 		$1.59M Sell
10,994
-136
-1% -$20.4K 0.35% 53
2023
Q2 		$1.62M Buy
11,130
+339
+3% +$46.6K 0.35% 51
2023
Q1 		$1.41M Sell
10,791
-267
-2% -$36.6K 0.3% 60
2022
Q4 		$1.48M Buy
11,058
+92
+0.8% +$11.7K 0.34% 51
2022
Q3 		$1.35M Sell
10,966
-766
-7% -$87.9K 0.31% 61
2022
Q2 		$1.33M Buy
11,732
+571
+5% +$70.7K 0.3% 65
2022
Q1 		$1.52M Buy
11,161
+821
+8% +$121K 0.29% 71
2021
Q4 		$1.71M Buy
10,340
+876
+9% +$144K 0.33% 56
2021
Q3 		$1.55M Buy
9,464
+3,936
+71% +$617K 0.29% 69
2021
Q2 		$860K Sell
5,528
-3,597
-39% -$565K 0.18% 106
2021
Q1 		$1.4M Buy
9,125
+521
+6% +$75K 0.31% 81
2020
Q4 		$1.09M Buy
8,604
+507
+6% +$56.7K 0.25% 88
2020
Q3 		$789K Buy
8,097
+151
+2% +$14.8K 0.23% 89
2020
Q2 		$781K Buy
7,946
+1,615
+26% +$153K 0.23% 89
2020
Q1 		$570K Buy
6,331
+350
+6% +$42.5K 0.22% 89
2019
Q4 		$822K Buy
+5,981
New +$767K 0.26% 86
2019
Q3 		– Sell
-5,724
Closed -$659K – 183
2019
Q2 		$659K Buy
+5,724
New +$631K 0.23% 97
2017
Q4 		– Sell
-4,827
Closed -$461K – 162
2017
Q3 		$461K Buy
4,827
+844
+21% +$77.8K 0.19% 112
2017
Q2 		$364K Buy
3,983
+86
+2% +$7.42K 0.18% 105
2017
Q1 		$339K Sell
3,897
-290
-7% -$25.6K 0.15% 132
2016
Q4 		$361K Sell
4,187
-55
-1% -$4.19K 0.18% 121
2016
Q3 		$282K Buy
4,242
+182
+4% +$11.9K 0.14% 136
2016
Q2 		$260K Buy
4,060
+715
+21% +$44.7K 0.14% 136
2016
Q1 		$212K Sell
3,345
-150
-4% -$8.76K 0.15% 116
2015
Q4 		$219K Sell
3,495
-565
-14% -$36.8K 0.15% 129
2015
Q3 		$247K Hold
4,060
– – 0.16% 126
2015
Q2 		$275K Hold
4,060
– – 0.18% 116
2015
Q1 		$265K Sell
4,060
-3,081
-43% -$182K 0.17% 115
2014
Q4 		$447K Sell
7,141
-100
-1% -$6.02K 0.31% 81
2014
Q3 		$441K Sell
7,241
-466
-6% -$27.2K 0.29% 80
2014
Q2 		$444K Hold
7,707
– – 0.27% 87
2014
Q1 		$428K Hold
7,707
– – 0.3% 72
2013
Q4 		$436K Buy
7,707
+4,002
+108% +$219K 0.29% 82
2013
Q3 		$193K Buy
+3,705
New +$199K 0.17% 102

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Formidable Asset Management's JPM Position: Q2 2026 in Review

Formidable Asset Management increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $204K and bringing the position to 27,555 shares worth $8.11M. The position accounts for 1.29% of the portfolio, ranked #11.

Formidable Asset Management first reported a position in JPM in Q3 2013 and has held it in 45 quarters since. The position peaked at $8.67M in Q1 2026. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Formidable Asset Management held 27,555 shares of JPMorgan Chase worth $8.11M as of Q2 2026.
  • Formidable Asset Management bought 656 JPMorgan Chase shares in Q2 2026, an estimated $204K.
  • JPMorgan Chase made up 1.29% of Formidable Asset Management's portfolio in Q2 2026, its #11 holding.
  • Formidable Asset Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 45 quarters since.
  • Formidable Asset Management's JPMorgan Chase position peaked at $8.67M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.