FWM
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Forza Wealth Management’s JPMorgan Chase JPM Stock Holding History

Forza Wealth 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 		$5.97M Hold
18,235
– – 1.83% 11
2026
Q1 		$5.36M Buy
18,235
+61
+0.3% +$18.5K 1.87% 11
2025
Q4 		$5.86M Buy
18,174
+163
+0.9% +$50.5K 2.12% 8
2025
Q3 		$5.68M Buy
18,011
+104
+0.6% +$30.9K 2.18% 7
2025
Q2 		$5.19M Sell
17,907
-36
-0.2% -$9.19K 2.13% 8
2025
Q1 		$4.4M Buy
17,943
+140
+0.8% +$35.7K 1.98% 11
2024
Q4 		$4.27M Buy
17,803
+57
+0.3% +$13.3K 1.94% 10
2024
Q3 		$3.74M Buy
17,746
+489
+3% +$103K 1.71% 10
2024
Q2 		$3.49M Buy
17,257
+53
+0.3% +$10.4K 1.8% 10
2024
Q1 		$3.45M Sell
17,204
-250
-1% -$45.1K 1.79% 11
2023
Q4 		$2.97M Sell
17,454
-3,145
-15% -$477K 1.64% 13
2023
Q3 		$2.99M Buy
20,599
+300
+1% +$45K 1.54% 15
2023
Q2 		$2.95M Sell
20,299
-155
-0.8% -$21.3K 1.49% 17
2023
Q1 		$2.67M Buy
20,454
+3,656
+22% +$501K 1.37% 17
2022
Q4 		$2.25M Buy
+16,798
New +$2.13M 1.49% 19

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

Forza Wealth Management's JPM Position: Q2 2026 in Review

Forza Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 18,235 shares worth $5.97M. The position accounts for 1.83% of the portfolio, ranked #11.

Forza Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Forza Wealth Management held 18,235 shares of JPMorgan Chase worth $5.97M as of Q2 2026.
  • Forza Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.83% of Forza Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Forza Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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