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 Q2	$1.35M	Buy	4,114 +176	+4%	+$54.7K	0.22%	46
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Francis Financial's JPM Position: Q2 2026 in Review

Francis Financial increased its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, buying an estimated $54.7K and bringing the position to 4,114 shares worth $1.35M. The position accounts for 0.22% of the portfolio, ranked #46.

Francis Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Francis Financial held 4,114 shares of JPMorgan Chase worth $1.35M as of Q2 2026.
Francis Financial bought 176 JPMorgan Chase shares in Q2 2026, an estimated $54.7K.
JPMorgan Chase made up 0.22% of Francis Financial's portfolio in Q2 2026, its #46 holding.
Francis Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Francis Financial's JPMorgan Chase position peaked at $1.48M in Q3 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.