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Freedom Day Solutions’s JPMorgan Chase JPM Stock Holding History

Freedom Day Solutions’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 		$1.12M Buy
3,422
+1,895
+124% +$588K 0.25% 78
2026
Q1 		$449K Sell
1,527
-54
-3% -$16.4K 0.12% 76
2025
Q4 		$509K Sell
1,581
-13
-0.8% -$4.03K 0.14% 73
2025
Q3 		$503K Buy
1,594
+39
+3% +$11.6K 0.14% 76
2025
Q2 		$451K Sell
1,555
-1
-0.1% -$255 0.13% 73
2025
Q1 		$382K Sell
1,556
-510
-25% -$130K 0.12% 81
2024
Q4 		$495K Buy
2,066
+31
+2% +$7.22K 0.15% 80
2024
Q3 		$429K Sell
2,035
-11
-0.5% -$2.32K 0.13% 82
2024
Q2 		$414K Sell
2,046
-30
-1% -$5.87K 0.14% 78
2024
Q1 		$416K Sell
2,076
-88
-4% -$15.9K 0.15% 80
2023
Q4 		$368K Buy
2,164
+150
+7% +$22.7K 0.14% 81
2023
Q3 		$292K Buy
2,014
+501
+33% +$75.1K 0.13% 85
2023
Q2 		$220K Buy
+1,513
New +$208K 0.1% 96
2022
Q2 		– Sell
-1,952
Closed -$266K – 121
2022
Q1 		$266K Sell
1,952
-72
-4% -$10.6K 0.11% 107
2021
Q4 		$320K Buy
2,024
+192
+10% +$31.5K 0.13% 106
2021
Q3 		$300K Buy
1,832
+37
+2% +$5.8K 0.14% 105
2021
Q2 		$279K Buy
1,795
+47
+3% +$7.38K 0.13% 105
2021
Q1 		$266K Sell
1,748
-27
-2% -$3.88K 0.14% 93
2020
Q4 		$226K Sell
1,775
-2,086
-54% -$233K 0.12% 93
2020
Q3 		$372K Sell
3,861
-228
-6% -$22.4K 0.22% 83
2020
Q2 		$385K Buy
4,089
+154
+4% +$14.6K 0.25% 77
2020
Q1 		$354K Buy
3,935
+1,961
+99% +$238K 0.3% 70
2019
Q4 		$275K Buy
+1,974
New +$253K 0.18% 83

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 $3.37T AUM 44.26% 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

Freedom Day Solutions's JPM Position: Q2 2026 in Review

Freedom Day Solutions increased its JPMorgan Chase (JPM) stake by 124% in Q2 2026, buying an estimated $588K and bringing the position to 3,422 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #78.

Freedom Day Solutions first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Freedom Day Solutions held 3,422 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
  • Freedom Day Solutions bought 1,895 JPMorgan Chase shares in Q2 2026, an estimated $588K.
  • JPMorgan Chase made up 0.25% of Freedom Day Solutions's portfolio in Q2 2026, its #78 holding.
  • Freedom Day Solutions first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.