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Foster Victor Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Foster Victor Wealth 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 		$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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

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. 3,209 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.
  • 3,209 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.