Freedom Financial Partners’s JPMorgan Chase JPM Stock Holding History

Freedom Financial Partners’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	$222K	Buy	+679	New	+$211K	0.07%	84
2026 Q1	–	Sell	-942	Closed	-$304K	–	91
2025 Q4	$304K	Sell	942 -282	-23%	-$87.3K	0.11%	73
2025 Q3	$386K	Buy	1,224 +4	+0.3%	+$1.19K	0.15%	65
2025 Q2	$354K	Buy	1,220 +4	+0.3%	+$1.02K	0.15%	61
2025 Q1	$298K	Sell	1,216 -4	-0.3%	-$1.02K	0.14%	61
2024 Q4	$292K	Buy	+1,220	New	+$284K	0.14%	61

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

Freedom Financial Partners's JPM Position: Q2 2026 in Review

Freedom Financial Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 679 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings. This is a return to the name: Freedom Financial Partners previously reported a position in JPM as recently as Q4 2025.

Freedom Financial Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $386K in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Freedom Financial Partners held 679 shares of JPMorgan Chase worth $222K as of Q2 2026.
JPMorgan Chase was a new Freedom Financial Partners position in Q2 2026.
JPMorgan Chase made up 0.07% of Freedom Financial Partners's portfolio in Q2 2026, its #84 holding.
Freedom Financial Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's JPMorgan Chase position peaked at $386K in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.