FPCG
JPM icon

Forum Private Client Group’s JPMorgan Chase JPM Stock Holding History

Forum Private Client Group’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 		$882K Buy
2,693
+178
+7% +$55.3K 0.26% 40
2026
Q1 		$740K Buy
2,515
+158
+7% +$48K 0.25% 41
2025
Q4 		$759K Sell
2,357
-133
-5% -$41.2K 0.26% 40
2025
Q3 		$785K Buy
2,490
+313
+14% +$93.1K 0.28% 40
2025
Q2 		$631K Buy
2,177
+52
+2% +$13.3K 0.24% 44
2025
Q1 		$521K Sell
2,125
-10
-0.5% -$2.55K 0.23% 44
2024
Q4 		$512K Sell
2,135
-44
-2% -$10.2K 0.23% 45
2024
Q3 		$459K Sell
2,179
-4
-0.2% -$843 0.2% 46
2024
Q2 		$442K Sell
2,183
-2,165
-50% -$423K 0.21% 46
2024
Q1 		$871K Sell
4,348
-172
-4% -$31K 0.42% 34
2023
Q4 		$769K Buy
+4,520
New +$685K 0.4% 39
2023
Q3 		– Sell
-4,681
Closed -$681K – 44
2023
Q2 		$681K Buy
4,681
+14
+0.3% +$1.93K 0.39% 40
2023
Q1 		$608K Sell
4,667
-246
-5% -$33.7K 0.38% 40
2022
Q4 		$659K Sell
4,913
-289
-6% -$36.6K 0.46% 38
2022
Q3 		$544K Buy
5,202
+12
+0.2% +$1.38K 0.41% 41
2022
Q2 		$584K Sell
5,190
-255
-5% -$31.6K 0.42% 40
2022
Q1 		$742K Buy
+5,445
New +$804K 0.58% 35

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

Forum Private Client Group's JPM Position: Q2 2026 in Review

Forum Private Client Group increased its JPMorgan Chase (JPM) stake by 7.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 2,693 shares worth $882K. The position accounts for 0.26% of the portfolio, ranked #40.

Forum Private Client Group first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forum Private Client Group held 2,693 shares of JPMorgan Chase worth $882K as of Q2 2026.
  • Forum Private Client Group bought 178 JPMorgan Chase shares in Q2 2026, an estimated $55.3K.
  • JPMorgan Chase made up 0.26% of Forum Private Client Group's portfolio in Q2 2026, its #40 holding.
  • Forum Private Client Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.