Franklin Street Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.5M | Buy |
154,156
+10,733
| +7% | +$3.33M | 2.82% | 7 |
|
|
2026
Q1 | $42.2M | Sell |
143,423
-3,138
| -2% | -$952K | 2.59% | 10 |
|
|
2025
Q4 | $47.2M | Buy |
146,561
+10
| +0% | +$3.1K | 2.69% | 10 |
|
|
2025
Q3 | $46.2M | Buy |
146,551
+829
| +0.6% | +$247K | 2.66% | 10 |
|
|
2025
Q2 | $42.2M | Sell |
145,722
-3,827
| -3% | -$977K | 2.62% | 8 |
|
|
2025
Q1 | $36.7M | Sell |
149,549
-795
| -0.5% | -$203K | 2.59% | 7 |
|
|
2024
Q4 | $36M | Sell |
150,344
-825
| -0.5% | -$192K | 2.4% | 9 |
|
|
2024
Q3 | $31.9M | Sell |
151,169
-386
| -0.3% | -$81.3K | 2.15% | 12 |
|
|
2024
Q2 | $30.7M | Sell |
151,555
-4,972
| -3% | -$972K | 2.19% | 9 |
|
|
2024
Q1 | $31.4M | Sell |
156,527
-1,040
| -0.7% | -$188K | 2.32% | 13 |
|
|
2023
Q4 | $26.8M | Sell |
157,567
-26,878
| -15% | -$4.07M | 2.2% | 14 |
|
|
2023
Q3 | $26.7M | Sell |
184,445
-8,648
| -4% | -$1.3M | 2.37% | 13 |
|
|
2023
Q2 | $28.1M | Buy |
193,093
+27,665
| +17% | +$3.81M | 2.38% | 9 |
|
|
2023
Q1 | $21.6M | Sell |
165,428
-23,739
| -13% | -$3.25M | 1.96% | 19 |
|
|
2022
Q4 | $25.4M | Buy |
189,167
+11,590
| +7% | +$1.47M | 2.41% | 10 |
|
|
2022
Q3 | $18.6M | Buy |
177,577
+15,649
| +10% | +$1.8M | 1.88% | 15 |
|
|
2022
Q2 | $18.2M | Sell |
161,928
-31,057
| -16% | -$3.85M | 1.72% | 18 |
|
|
2022
Q1 | $26.3M | Sell |
192,985
-32,824
| -15% | -$4.85M | 2.12% | 13 |
|
|
2021
Q4 | $35.8M | Sell |
225,809
-3,274
| -1% | -$538K | 2.7% | 10 |
|
|
2021
Q3 | $37.5M | Buy |
229,083
+17,315
| +8% | +$2.71M | 3.18% | 7 |
|
|
2021
Q2 | $32.9M | Sell |
211,768
-18,389
| -8% | -$2.89M | 2.78% | 9 |
|
|
2021
Q1 | $35M | Sell |
230,157
-5,013
| -2% | -$721K | 3.25% | 8 |
|
|
2020
Q4 | $29.9M | Buy |
235,170
+6,448
| +3% | +$721K | 2.9% | 8 |
|
|
2020
Q3 | $22M | Buy |
228,722
+3,650
| +2% | +$358K | 2.37% | 11 |
|
|
2020
Q2 | $21.2M | Buy |
225,072
+39,340
| +21% | +$3.73M | 2.51% | 10 |
|
|
2020
Q1 | $16.7M | Buy |
185,732
+21,184
| +13% | +$2.57M | 2.44% | 9 |
|
|
2019
Q4 | $22.9M | Buy |
164,548
+13,028
| +9% | +$1.67M | 2.71% | 5 |
|
|
2019
Q3 | $17.8M | Buy |
151,520
+1,046
| +0.7% | +$118K | 2.25% | 10 |
|
|
2019
Q2 | $16.8M | Buy |
150,474
+3,634
| +2% | +$401K | 2.17% | 9 |
|
|
2019
Q1 | $14.9M | Sell |
146,840
-10,584
| -7% | -$1.09M | 2.07% | 9 |
|
|
2018
Q4 | $15.4M | Sell |
157,424
-6,610
| -4% | -$704K | 2.43% | 10 |
|
|
2018
Q3 | $18.5M | Sell |
164,034
-4,177
| -2% | -$474K | 2.51% | 7 |
|
|
2018
Q2 | $17.5M | Buy |
168,211
+4,077
| +2% | +$447K | 2.56% | 7 |
|
|
2018
Q1 | $18.1M | Buy |
164,134
+1,829
| +1% | +$207K | 2.71% | 5 |
|
|
2017
Q4 | $17.4M | Buy |
162,305
+3,208
| +2% | +$325K | 2.6% | 7 |
|
|
2017
Q3 | $15.2M | Buy |
159,097
+9,996
| +7% | +$922K | 2.49% | 7 |
|
|
2017
Q2 | $13.6M | Buy |
149,101
+43,991
| +42% | +$3.8M | 2.33% | 9 |
|
|
2017
Q1 | $9.23M | Buy |
105,110
+89,699
| +582% | +$7.91M | 1.63% | 16 |
|
|
2016
Q4 | $1.33M | Sell |
15,411
-300
| -2% | -$22.9K | 0.23% | 87 |
|
|
2016
Q3 | $1.05M | Buy |
15,711
+1,775
| +13% | +$116K | 0.19% | 99 |
|
|
2016
Q2 | $866K | Buy |
13,936
+88
| +0.6% | +$5.5K | 0.16% | 109 |
|
|
2016
Q1 | $820K | Buy |
13,848
+1,625
| +13% | +$94.9K | 0.16% | 113 |
|
|
2015
Q4 | $807K | Sell |
12,223
-200
| -2% | -$13K | 0.16% | 123 |
|
|
2015
Q3 | $758K | Sell |
12,423
-484
| -4% | -$31.7K | 0.15% | 124 |
|
|
2015
Q2 | $874K | Buy |
12,907
+25
| +0.2% | +$1.63K | 0.16% | 127 |
|
|
2015
Q1 | $780K | Buy |
12,882
+409
| +3% | +$24.2K | 0.14% | 122 |
|
|
2014
Q4 | $781K | Buy |
12,473
+375
| +3% | +$22.6K | 0.15% | 118 |
|
|
2014
Q3 | $729K | Sell |
12,098
-343
| -3% | -$20.1K | 0.14% | 136 |
|
|
2014
Q2 | $717K | Buy |
12,441
+1,500
| +14% | +$84.3K | 0.14% | 144 |
|
|
2014
Q1 | $664K | Sell |
10,941
-783
| -7% | -$45.3K | 0.13% | 151 |
|
|
2013
Q4 | $685K | Sell |
11,724
-64
| -0.5% | -$3.51K | 0.14% | 146 |
|
|
2013
Q3 | $609K | Hold |
11,788
| – | – | 0.14% | 149 |
|
|
2013
Q2 | $623K | Buy |
+11,788
| New | +$599K | 0.15% | 155 |
|
Other funds holding JPM
RG
ATO
MBI
CRM
Franklin Street Advisors's JPM Position: Q2 2026 in Review
Franklin Street Advisors increased its JPMorgan Chase (JPM) stake by 7.5% in Q2 2026, buying an estimated $3.33M and bringing the position to 154,156 shares worth $50.5M. The position accounts for 2.82% of the portfolio, ranked #7.
Franklin Street Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,781 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Franklin Street Advisors held 154,156 shares of JPMorgan Chase worth $50.5M as of Q2 2026.
- Franklin Street Advisors bought 10,733 JPMorgan Chase shares in Q2 2026, an estimated $3.33M.
- JPMorgan Chase made up 2.82% of Franklin Street Advisors's portfolio in Q2 2026, its #7 holding.
- Franklin Street Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 1,781 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.