FFP
JPM icon

FourThought Financial Partners’s JPMorgan Chase JPM Stock Holding History

FourThought Financial Partners’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
Q1 		$21.3M Buy
72,515
+238
+0.3% +$72.2K 1.84% 10
2025
Q4 		$23.3M Sell
72,277
-202
-0.3% -$62.5K 1.97% 6
2025
Q3 		$22.9M Sell
72,479
-1,778
-2% -$529K 2.01% 6
2025
Q2 		$21.5M Sell
74,257
-1,530
-2% -$390K 2.13% 5
2025
Q1 		$18.6M Sell
75,787
-2,196
-3% -$560K 1.95% 9
2024
Q4 		$18.7M Sell
77,983
-1,303
-2% -$303K 1.94% 9
2024
Q3 		$16.7M Sell
79,286
-1,411
-2% -$297K 1.98% 13
2024
Q2 		$16.3M Sell
80,697
-226
-0.3% -$44.2K 2.1% 8
2024
Q1 		$16.2M Buy
80,923
+901
+1% +$163K 1.86% 8
2023
Q4 		$13.6M Sell
80,022
-1,062
-1% -$161K 1.71% 10
2023
Q3 		$11.8M Sell
81,084
-156
-0.2% -$23.4K 1.64% 12
2023
Q2 		$11.8M Buy
81,240
+880
+1% +$121K 1.55% 15
2023
Q1 		$10.5M Buy
80,360
+14,981
+23% +$2.05M 1.44% 18
2022
Q4 		$8.77M Buy
+65,379
New +$8.28M 1.27% 22

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FourThought Financial Partners's JPM Position: Q1 2026 in Review

FourThought Financial Partners increased its JPMorgan Chase (JPM) stake by 0.33% in Q1 2026, buying an estimated $72.2K and bringing the position to 72,515 shares worth $21.3M. The position accounts for 1.84% of the portfolio, ranked #10.

FourThought Financial Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.3M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FourThought Financial Partners held 72,515 shares of JPMorgan Chase worth $21.3M as of Q1 2026.
  • FourThought Financial Partners bought 238 JPMorgan Chase shares in Q1 2026, an estimated $72.2K.
  • JPMorgan Chase made up 1.84% of FourThought Financial Partners's portfolio in Q1 2026, its #10 holding.
  • FourThought Financial Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's JPMorgan Chase position peaked at $23.3M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.