Foster Victor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.72M | Sell |
13,758
-584
| -4% | -$181K | 0.25% | 103 |
|
|
2026
Q1 | $4.46M | Buy |
14,342
+285
| +2% | +$86.5K | 0.26% | 99 |
|
|
2025
Q4 | $4.39M | Buy |
14,057
+5,485
| +64% | +$1.7M | 0.26% | 101 |
|
|
2025
Q3 | $2.66M | Buy |
8,572
+271
| +3% | +$80.6K | 0.17% | 108 |
|
|
2025
Q2 | $2.35M | Buy |
8,301
+175
| +2% | +$44.7K | 0.16% | 106 |
|
|
2025
Q1 | $1.92M | Sell |
8,126
-203
| -2% | -$51.8K | 0.15% | 101 |
|
|
2024
Q4 | $2.16M | Buy |
8,329
+81
| +1% | +$18.9K | 0.17% | 99 |
|
|
2024
Q3 | $1.76M | Buy |
8,248
+14
| +0.2% | +$2.95K | 0.14% | 99 |
|
|
2024
Q2 | $1.76M | Buy |
8,234
+599
| +8% | +$117K | 0.15% | 101 |
|
|
2024
Q1 | $1.49M | Buy |
7,635
+74
| +1% | +$13.4K | 0.14% | 94 |
|
|
2023
Q4 | $1.3M | Buy |
7,561
+203
| +3% | +$30.8K | 0.13% | 93 |
|
|
2023
Q3 | $1.07M | Sell |
7,358
-632
| -8% | -$94.7K | 0.12% | 91 |
|
|
2023
Q2 | $1.16M | Buy |
7,990
+373
| +5% | +$51.3K | 0.13% | 93 |
|
|
2023
Q1 | $978K | Buy |
7,617
+711
| +10% | +$97.4K | 0.12% | 93 |
|
|
2022
Q4 | $953K | Sell |
6,906
-14
| -0.2% | -$1.77K | 0.12% | 90 |
|
|
2022
Q3 | $748K | Buy |
6,920
+674
| +11% | +$77.3K | 0.11% | 90 |
|
|
2022
Q2 | $699K | Buy |
6,246
+800
| +15% | +$99.1K | 0.1% | 93 |
|
|
2022
Q1 | $716K | Buy |
5,446
+247
| +5% | +$36.5K | 0.1% | 93 |
|
|
2021
Q4 | $876K | Buy |
5,199
+176
| +4% | +$28.9K | 0.12% | 95 |
|
|
2021
Q3 | $822K | Sell |
5,023
-214
| -4% | -$33.5K | 0.13% | 93 |
|
|
2021
Q2 | $814K | Sell |
5,237
-1
| -0% | -$157 | 0.14% | 93 |
|
|
2021
Q1 | $807K | Buy |
5,238
+260
| +5% | +$37.4K | 0.15% | 91 |
|
|
2020
Q4 | $633K | Buy |
4,978
+549
| +12% | +$61.4K | 0.14% | 94 |
|
|
2020
Q3 | $426K | Sell |
4,429
-1,002
| -18% | -$98.4K | 0.12% | 99 |
|
|
2020
Q2 | $511K | Buy |
5,431
+171
| +3% | +$16.2K | 0.17% | 73 |
|
|
2020
Q1 | $468K | Sell |
5,260
-685
| -12% | -$83.2K | 0.21% | 69 |
|
|
2019
Q4 | $814K | Buy |
5,945
+746
| +14% | +$95.7K | 0.35% | 62 |
|
|
2019
Q3 | $595K | Buy |
5,199
+1,299
| +33% | +$147K | 0.33% | 59 |
|
|
2019
Q2 | $440K | Buy |
3,900
+6
| +0.2% | +$662 | 0.32% | 61 |
|
|
2019
Q1 | $394K | Buy |
3,894
+7
| +0.2% | +$721 | 0.31% | 60 |
|
|
2018
Q4 | $379K | Buy |
+3,887
| New | +$414K | 0.36% | 52 |
|
Other funds holding JPM
Foster Victor Wealth Advisors's JPM Position: Q2 2026 in Review
Foster Victor Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, selling an estimated $181K and leaving 13,758 shares worth $4.72M. The position accounts for 0.25% of the portfolio, ranked #103.
Foster Victor Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Foster Victor Wealth Advisors held 13,758 shares of JPMorgan Chase worth $4.72M as of Q2 2026.
- Foster Victor Wealth Advisors sold 584 JPMorgan Chase shares in Q2 2026, an estimated $181K.
- JPMorgan Chase made up 0.25% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #103 holding.
- Foster Victor Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.