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Freestate Advisors’s JPMorgan Chase JPM Stock Holding History

Freestate 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 		$467K Sell
1,427
-33
-2% -$10.2K 0.35% 27
2026
Q1 		$429K Sell
1,460
-34
-2% -$10.3K 0.34% 30
2025
Q4 		$482K Sell
1,494
-32
-2% -$9.91K 0.39% 27
2025
Q3 		$481K Buy
1,526
+66
+5% +$19.6K 0.4% 25
2025
Q2 		$423K Buy
1,460
+2
+0.1% +$510 0.38% 27
2025
Q1 		$358K Buy
1,458
+1
+0.1% +$255 0.36% 23
2024
Q4 		$349K Sell
1,457
-35
-2% -$8.15K 0.36% 24
2024
Q3 		$315K Buy
+1,492
New +$314K 0.33% 24

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Freestate Advisors's JPM Position: Q2 2026 in Review

Freestate Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $10.2K and leaving 1,427 shares worth $467K. The position accounts for 0.35% of the portfolio, ranked #27.

Freestate Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $482K in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Freestate Advisors held 1,427 shares of JPMorgan Chase worth $467K as of Q2 2026.
  • Freestate Advisors sold 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 0.35% of Freestate Advisors's portfolio in Q2 2026, its #27 holding.
  • Freestate Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • Freestate Advisors's JPMorgan Chase position peaked at $482K in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Freestate Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.