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Fountainhead AM’s JPMorgan Chase JPM Stock Holding History

Fountainhead AM’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 		$1.79M Buy
5,472
+2,445
+81% +$759K 1.33% 23
2026
Q1 		$890K Buy
3,027
+1,458
+93% +$442K 0.8% 32
2025
Q4 		$506K Sell
1,569
-5,234
-77% -$1.62M 0.75% 35
2025
Q3 		$2.15M Sell
6,803
-179
-3% -$53.2K 0.28% 47
2025
Q2 		$2.02M Buy
6,982
+764
+12% +$195K 0.29% 45
2025
Q1 		$1.53M Buy
6,218
+1,505
+32% +$384K 0.25% 43
2024
Q4 		$1.13M Buy
4,713
+1,453
+45% +$338K 0.21% 50
2024
Q3 		$687K Sell
3,260
-103
-3% -$21.7K 0.14% 59
2024
Q2 		$680K Sell
3,363
-9
-0.3% -$1.76K 0.16% 54
2024
Q1 		$675K Buy
3,372
+126
+4% +$22.7K 0.17% 57
2023
Q4 		$552K Buy
3,246
+226
+7% +$34.2K 0.15% 56
2023
Q3 		$438K Buy
3,020
+43
+1% +$6.45K 0.15% 53
2023
Q2 		$433K Buy
2,977
+76
+3% +$10.5K 0.15% 50
2023
Q1 		$378K Buy
2,901
+38
+1% +$5.21K 0.15% 48
2022
Q4 		$384K Buy
2,863
+115
+4% +$14.6K 0.17% 46
2022
Q3 		$287K Buy
2,748
+16
+0.6% +$1.84K 0.14% 52
2022
Q2 		$308K Buy
2,732
+90
+3% +$11.2K 0.17% 46
2022
Q1 		$360K Sell
2,642
-259
-9% -$38.2K 0.16% 44
2021
Q4 		$459K Sell
2,901
-460
-14% -$75.5K 0.2% 41
2021
Q3 		$550K Sell
3,361
-955
-22% -$150K 0.27% 32
2021
Q2 		$657K Hold
4,316
– – 0.35% 27
2021
Q1 		$657K Sell
4,316
-181
-4% -$26K 0.35% 27
2020
Q4 		$571K Buy
+4,497
New +$503K 0.36% 29

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

Fountainhead AM's JPM Position: Q2 2026 in Review

Fountainhead AM increased its JPMorgan Chase (JPM) stake by 81% in Q2 2026, buying an estimated $759K and bringing the position to 5,472 shares worth $1.79M. The position accounts for 1.33% of the portfolio, ranked #23.

Fountainhead AM first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.15M in Q3 2025. 3,217 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fountainhead AM held 5,472 shares of JPMorgan Chase worth $1.79M as of Q2 2026.
  • Fountainhead AM bought 2,445 JPMorgan Chase shares in Q2 2026, an estimated $759K.
  • JPMorgan Chase made up 1.33% of Fountainhead AM's portfolio in Q2 2026, its #23 holding.
  • Fountainhead AM first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's JPMorgan Chase position peaked at $2.15M in Q3 2025.
  • 3,217 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.