FFM
JPM icon

Forum Financial Management’s JPMorgan Chase JPM Stock Holding History

Forum Financial 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 		$11.5M Sell
35,013
-6,003
-15% -$1.86M 0.15% 35
2026
Q1 		$12.1M Sell
41,016
-43,977
-52% -$13.3M 0.17% 31
2025
Q4 		$27.4M Buy
84,993
+834
+1% +$258K 0.36% 25
2025
Q3 		$26.5M Buy
84,159
+2,147
+3% +$639K 0.36% 26
2025
Q2 		$23.8M Buy
82,012
+1,662
+2% +$424K 0.36% 24
2025
Q1 		$19.7M Sell
80,350
-2,629
-3% -$670K 0.33% 25
2024
Q4 		$19.9M Buy
82,979
+2,820
+4% +$657K 0.33% 23
2024
Q3 		$16.9M Sell
80,159
-1,052
-1% -$222K 0.28% 25
2024
Q2 		$16.4M Sell
81,211
-2,801
-3% -$548K 0.3% 24
2024
Q1 		$16.8M Sell
84,012
-7,853
-9% -$1.42M 0.29% 24
2023
Q4 		$15.6M Buy
91,865
+2,496
+3% +$378K 0.29% 24
2023
Q3 		$13M Buy
89,369
+11
+0% +$1.65K 0.29% 22
2023
Q2 		$13M Buy
89,358
+3,780
+4% +$520K 0.29% 22
2023
Q1 		$11.2M Sell
85,578
-1,714
-2% -$235K 0.32% 23
2022
Q4 		$11.7M Buy
87,292
+1,733
+2% +$220K 0.39% 21
2022
Q3 		$8.94M Sell
85,559
-7,542
-8% -$866K 0.43% 20
2022
Q2 		$10.5M Buy
93,101
+7,346
+9% +$910K 0.53% 12
2022
Q1 		$11.7M Buy
85,755
+2,454
+3% +$362K 0.56% 11
2021
Q4 		$13.2M Buy
+83,301
New +$13.7M 0.68% 10

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Forum Financial Management's JPM Position: Q2 2026 in Review

Forum Financial Management reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $1.86M and leaving 35,013 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #35.

Forum Financial Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.4M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forum Financial Management held 35,013 shares of JPMorgan Chase worth $11.5M as of Q2 2026.
  • Forum Financial Management sold 6,003 JPMorgan Chase shares in Q2 2026, an estimated $1.86M.
  • JPMorgan Chase made up 0.15% of Forum Financial Management's portfolio in Q2 2026, its #35 holding.
  • Forum Financial Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's JPMorgan Chase position peaked at $27.4M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.