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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
Q2 		$23.7M Buy
72,550
+35
+0% +$10.9K 1.83% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FourThought Financial Partners's JPM Position: Q2 2026 in Review

FourThought Financial Partners increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $10.9K and bringing the position to 72,550 shares worth $23.7M. The position accounts for 1.83% of the portfolio, ranked #10.

FourThought Financial Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FourThought Financial Partners held 72,550 shares of JPMorgan Chase worth $23.7M as of Q2 2026.
  • FourThought Financial Partners bought 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 1.83% of FourThought Financial Partners's portfolio in Q2 2026, its #10 holding.
  • FourThought Financial Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.