FFA
JPM icon

Frazier Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Frazier 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 		$2.03M Sell
6,202
-374
-6% -$116K 1.03% 14
2026
Q1 		$1.93M Buy
6,576
+201
+3% +$61K 1.07% 15
2025
Q4 		$2.05M Buy
6,375
+44
+0.7% +$13.6K 1.22% 14
2025
Q3 		$2M Sell
6,331
-83
-1% -$24.7K 1.23% 15
2025
Q2 		$1.86M Sell
6,414
-68
-1% -$17.4K 1.31% 15
2025
Q1 		$1.59M Sell
6,482
-297
-4% -$75.7K 1.23% 14
2024
Q4 		$1.62M Sell
6,779
-104
-2% -$24.2K 1.29% 14
2024
Q3 		$1.45M Sell
6,883
-233
-3% -$49.1K 1.13% 14
2024
Q2 		$1.44M Buy
7,116
+119
+2% +$23.3K 1.14% 15
2024
Q1 		$1.4M Sell
6,997
-104
-1% -$18.8K 1.15% 15
2023
Q4 		$1.21M Buy
+7,101
New +$1.08M 1.05% 17

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 $3.38T AUM 44.17% 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

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

Frazier Financial Advisors reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $116K and leaving 6,202 shares worth $2.03M. The position accounts for 1.03% of the portfolio, ranked #14.

Frazier Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Frazier Financial Advisors held 6,202 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
  • Frazier Financial Advisors sold 374 JPMorgan Chase shares in Q2 2026, an estimated $116K.
  • JPMorgan Chase made up 1.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Frazier Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's JPMorgan Chase position peaked at $2.05M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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