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Francis Financial’s JPMorgan Chase JPM Stock Holding History

Francis Financial’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 		$1.16M Buy
3,938
+35
+0.9% +$10.6K 0.21% 45
2025
Q4 		$1.26M Buy
3,903
+545
+16% +$169K 0.25% 45
2025
Q3 		$1.48M Buy
3,358
+424
+14% +$126K 0.26% 42
2025
Q2 		$851K Buy
2,934
+178
+6% +$45.4K 0.2% 45
2025
Q1 		$676K Sell
2,756
-958
-26% -$244K 0.16% 42
2024
Q4 		$626K Buy
3,714
+1,168
+46% +$272K 0.16% 46
2024
Q3 		$537K Buy
2,546
+103
+4% +$21.7K 0.14% 51
2024
Q2 		$494K Buy
2,443
+401
+20% +$78.4K 0.15% 51
2024
Q1 		$409K Sell
2,042
-344
-14% -$62.1K 0.13% 47
2023
Q4 		$406K Buy
+2,386
New +$362K 0.17% 39

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

Francis Financial's JPM Position: Q1 2026 in Review

Francis Financial increased its JPMorgan Chase (JPM) stake by 0.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 3,938 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #45.

Francis Financial first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Francis Financial held 3,938 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
  • Francis Financial bought 35 JPMorgan Chase shares in Q1 2026, an estimated $10.6K.
  • JPMorgan Chase made up 0.21% of Francis Financial's portfolio in Q1 2026, its #45 holding.
  • Francis Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Francis Financial's JPMorgan Chase position peaked at $1.48M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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