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Fragasso Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Fragasso Financial 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 		$7.38M Buy
22,558
+287
+1% +$89.1K 0.39% 30
2026
Q1 		$6.58M Buy
22,271
+574
+3% +$174K 0.4% 27
2025
Q4 		$6.99M Sell
21,697
-521
-2% -$161K 0.42% 25
2025
Q3 		$6.89M Sell
22,218
-2,130
-9% -$633K 0.43% 24
2025
Q2 		$7.06M Buy
24,348
+1,543
+7% +$394K 0.48% 25
2025
Q1 		$5.59M Buy
22,805
+9,734
+74% +$2.48M 0.42% 27
2024
Q4 		$3.13M Buy
13,071
+341
+3% +$79.4K 0.24% 60
2024
Q3 		$2.68M Sell
12,730
-1,378
-10% -$290K 0.21% 70
2024
Q2 		$2.85M Sell
14,108
-712
-5% -$139K 0.24% 64
2024
Q1 		$2.97M Buy
14,820
+301
+2% +$54.3K 0.25% 66
2023
Q4 		$2.47M Sell
14,519
-329
-2% -$49.9K 0.22% 71
2023
Q3 		$2.15M Sell
14,848
-175
-1% -$26.2K 0.23% 66
2023
Q2 		$2.18M Buy
15,023
+368
+3% +$50.6K 0.23% 69
2023
Q1 		$1.91M Sell
14,655
-150
-1% -$20.6K 0.22% 59
2022
Q4 		$1.99M Sell
14,805
-143
-1% -$18.1K 0.23% 61
2022
Q3 		$1.56M Sell
14,948
-2,321
-13% -$266K 0.22% 54
2022
Q2 		$1.95M Sell
17,269
-263
-2% -$32.6K 0.26% 52
2022
Q1 		$2.39M Sell
17,532
-212
-1% -$31.3K 0.28% 49
2021
Q4 		$2.81M Sell
17,744
-1,037
-6% -$170K 0.33% 47
2021
Q3 		$3.07M Sell
18,781
-12,904
-41% -$2.02M 0.41% 46
2021
Q2 		$4.93M Sell
31,685
-11,171
-26% -$1.75M 0.66% 35
2021
Q1 		$6.52M Buy
42,856
+637
+2% +$91.6K 0.92% 19
2020
Q4 		$5.37M Buy
42,219
+570
+1% +$63.7K 0.8% 23
2020
Q3 		$4.01M Buy
41,649
+1,421
+4% +$140K 0.67% 38
2020
Q2 		$4M Buy
40,228
+5,900
+17% +$560K 0.68% 38
2020
Q1 		$3.09M Buy
34,328
+743
+2% +$90.3K 0.7% 33
2019
Q4 		$4.68M Buy
33,585
+458
+1% +$58.7K 0.79% 22
2019
Q3 		$3.9M Buy
33,127
+350
+1% +$39.6K 0.72% 29
2019
Q2 		$3.66M Buy
32,777
+1,395
+4% +$154K 0.72% 29
2019
Q1 		$3.18M Buy
31,382
+6,212
+25% +$640K 0.68% 29
2018
Q4 		$2.46M Buy
25,170
+2,492
+11% +$266K 0.55% 30
2018
Q3 		$2.47M Buy
22,678
+3,275
+17% +$372K 0.6% 26
2018
Q2 		$2.02M Sell
19,403
-607
-3% -$66.6K 0.52% 24
2018
Q1 		$2.2M Sell
20,010
-674
-3% -$76.3K 0.54% 21
2017
Q4 		$2.21M Buy
20,684
+587
+3% +$59.4K 0.54% 23
2017
Q3 		$1.92M Sell
20,097
-8,293
-29% -$765K 0.58% 21
2017
Q2 		$2.59M Buy
28,390
+214
+0.8% +$18.5K 0.79% 15
2017
Q1 		$2.47M Sell
28,176
-1,350
-5% -$119K 0.78% 15
2016
Q4 		$2.55M Sell
29,526
-5,598
-16% -$427K 0.85% 15
2016
Q3 		$2.34M Buy
35,124
+119
+0.3% +$7.76K 0.83% 11
2016
Q2 		$2.17M Buy
35,005
+189
+0.5% +$11.8K 0.81% 11
2016
Q1 		$2.06M Sell
34,816
-2,031
-6% -$119K 0.81% 12
2015
Q4 		$2.43M Sell
36,847
-213
-0.6% -$13.9K 0.93% 15
2015
Q3 		$2.26M Buy
37,060
+649
+2% +$42.5K 0.88% 15
2015
Q2 		$2.47M Sell
36,411
-415
-1% -$27.1K 1.02% 8
2015
Q1 		$2.23M Sell
36,826
-45
-0.1% -$2.67K 0.88% 9
2014
Q4 		$2.31M Sell
36,871
-1,296
-3% -$78K 1.96% 10
2014
Q3 		$2.3M Buy
38,167
+831
+2% +$48.6K 1.79% 9
2014
Q2 		$2.15M Buy
37,336
+1,657
+5% +$93.2K 1.9% 8
2014
Q1 		$2.17M Buy
35,679
+961
+3% +$55.5K 2.23% 5
2013
Q4 		$2.03M Buy
+34,718
New +$1.9M 1.81% 6

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Fragasso Financial Advisors's JPM Position: Q2 2026 in Review

Fragasso Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $89.1K and bringing the position to 22,558 shares worth $7.38M. The position accounts for 0.39% of the portfolio, ranked #30.

Fragasso Financial Advisors first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 1,930 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fragasso Financial Advisors held 22,558 shares of JPMorgan Chase worth $7.38M as of Q2 2026.
  • Fragasso Financial Advisors bought 287 JPMorgan Chase shares in Q2 2026, an estimated $89.1K.
  • JPMorgan Chase made up 0.39% of Fragasso Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Fragasso Financial Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 1,930 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.