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Fortune Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Fortune Financial Advisors’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 		$3.76M Buy
11,490
+655
+6% +$203K 1.61% 15
2026
Q1 		$3.19M Sell
10,835
-250
-2% -$75.9K 1.62% 16
2025
Q4 		$3.57M Buy
11,085
+14
+0.1% +$4.33K 2.41% 8
2025
Q3 		$3.49M Sell
11,071
-25
-0.2% -$7.43K 2.63% 9
2025
Q2 		$3.22M Sell
11,096
-66
-0.6% -$16.8K 2.59% 8
2025
Q1 		$2.74M Buy
11,162
+276
+3% +$70.4K 2.36% 10
2024
Q4 		$2.61M Buy
10,886
+133
+1% +$31K 2.37% 11
2024
Q3 		$2.27M Sell
10,753
-5,244
-33% -$1.1M 2.05% 14
2024
Q2 		$3.24M Sell
15,997
-292
-2% -$57.1K 1.98% 11
2024
Q1 		$3.26M Sell
16,289
-1,508
-8% -$272K 2.07% 11
2023
Q4 		$3.03M Sell
17,797
-951
-5% -$144K 2.11% 10
2023
Q3 		$2.72M Buy
18,748
+56
+0.3% +$8.39K 2.08% 11
2023
Q2 		$2.72M Buy
+18,692
New +$2.57M 2.04% 10

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fortune Financial Advisors's JPM Position: Q2 2026 in Review

Fortune Financial Advisors increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $203K and bringing the position to 11,490 shares worth $3.76M. The position accounts for 1.61% of the portfolio, ranked #15.

Fortune Financial Advisors first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fortune Financial Advisors held 11,490 shares of JPMorgan Chase worth $3.76M as of Q2 2026.
  • Fortune Financial Advisors bought 655 JPMorgan Chase shares in Q2 2026, an estimated $203K.
  • JPMorgan Chase made up 1.61% of Fortune Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Fortune Financial Advisors first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.