Freestone Capital Holdings’s JPMorgan Chase JPM Stock Holding History

Freestone Capital Holdings’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	$36.8M	Buy	112,378 +7,092	+7%	+$2.2M	0.95%	19
2026 Q1	$31M	Sell	105,286 -303	-0.3%	-$92K	0.94%	17
2025 Q4	$34M	Buy	105,589 +1,509	+1%	+$467K	1.01%	17
2025 Q3	$32.8M	Buy	104,080 +4,470	+4%	+$1.33M	1.01%	19
2025 Q2	$28.9M	Sell	99,610 -4,414	-4%	-$1.13M	0.97%	18
2025 Q1	$25.5M	Sell	104,024 -4,106	-4%	-$1.05M	0.95%	17
2024 Q4	$25.9M	Sell	108,130 -141	-0.1%	-$32.8K	0.9%	19
2024 Q3	$22.8M	Sell	108,271 -1,481	-1%	-$312K	0.78%	20
2024 Q2	$22.2M	Buy	109,752 +2,923	+3%	+$571K	0.79%	21
2024 Q1	$21.4M	Buy	106,829 +4,296	+4%	+$775K	0.8%	19
2023 Q4	$17.4M	Buy	102,533 +1,050	+1%	+$159K	0.78%	20
2023 Q3	$14.7M	Buy	101,483 +10,634	+12%	+$1.59M	0.78%	21
2023 Q2	$13.2M	Buy	90,849 +4,187	+5%	+$576K	0.53%	29
2023 Q1	$11.3M	Buy	86,662 +278	+0.3%	+$38.1K	0.5%	29
2022 Q4	$11.6M	Buy	86,384 +2,582	+3%	+$327K	0.53%	28
2022 Q3	$8.76M	Sell	83,802 -6,106	-7%	-$701K	0.4%	40
2022 Q2	$10.1M	Sell	89,908 -6,953	-7%	-$861K	0.39%	41
2022 Q1	$13.2M	Buy	96,861 +4,161	+4%	+$614K	0.53%	39
2021 Q4	$14.7M	Buy	92,700 +6,251	+7%	+$1.03M	0.62%	32
2021 Q3	$14.2M	Sell	86,449 -5,305	-6%	-$832K	0.71%	29
2021 Q2	$14.3M	Buy	91,754 +357	+0.4%	+$56.1K	0.72%	26
2021 Q1	$13.9M	Sell	91,397 -8,020	-8%	-$1.15M	0.76%	25
2020 Q4	$12.6M	Buy	99,417 +9,105	+10%	+$1.02M	0.74%	25
2020 Q3	$8.69M	Buy	90,312 +28,957	+47%	+$2.84M	0.57%	35
2020 Q2	$5.77K	Buy	61,355 +907	+2%	+$86.1K	0.07%	68
2020 Q1	$5.44K	Buy	60,448 +10,266	+20%	+$1.25M	0.12%	64
2019 Q4	$7K	Buy	50,182 +19,011	+61%	+$2.44M	0.14%	45
2019 Q3	$3.67K	Buy	31,171 +5,787	+23%	+$655K	0.09%	113
2019 Q2	$2.84K	Buy	25,384 +1,940	+8%	+$214K	0.07%	137
2019 Q1	$2.37M	Sell	23,444 -41	-0.2%	-$4.22K	0.14%	153
2018 Q4	$2.29M	Buy	23,485 +5,263	+29%	+$561K	0.16%	150
2018 Q3	$2.06M	Buy	18,222 +3,221	+21%	+$366K	0.01%	167
2018 Q2	$1.56M	Buy	15,001 +617	+4%	+$67.7K	0.01%	177
2018 Q1	$1.58M	Sell	14,384 -762	-5%	-$86.3K	0.09%	170
2017 Q4	$1.62M	Buy	15,146 +483	+3%	+$48.9K	0.11%	164
2017 Q3	$1.4M	Sell	14,663 -5,021	-26%	-$463K	0.1%	165
2017 Q2	$1.8M	Buy	19,684 +2,219	+13%	+$191K	0.14%	145
2017 Q1	$1.53M	Sell	17,465 -10,945	-39%	-$966K	0.12%	155
2016 Q4	$2.45M	Sell	28,410 -286	-1%	-$21.8K	0.21%	118
2016 Q3	$1.91M	Sell	28,696 -5,674	-17%	-$370K	0.17%	128
2016 Q2	$2.14M	Sell	34,370 -43	-0.1%	-$2.69K	0.21%	105
2016 Q1	$2.04M	Buy	34,413 +450	+1%	+$26.3K	0.21%	83
2015 Q4	$2.24M	Sell	33,963 -10,334	-23%	-$673K	0.23%	69
2015 Q3	$2.7M	Buy	44,297 +23,271	+111%	+$1.52M	0.29%	53
2015 Q2	$1.43M	Sell	21,026 -873	-4%	-$57K	0.23%	67
2015 Q1	$1.33M	Buy	+21,899	New	+$1.3M	0.21%	68
2014 Q3	–	Sell	-3,538	Closed	-$204K	–	159
2014 Q2	$204K	Buy	+3,538	New	+$199K	0.03%	188

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Freestone Capital Holdings's JPM Position: Q2 2026 in Review

Freestone Capital Holdings increased its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, buying an estimated $2.2M and bringing the position to 112,378 shares worth $36.8M. The position accounts for 0.95% of the portfolio, ranked #19.

Freestone Capital Holdings first reported a position in JPM in Q2 2014 and has held it in 47 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Freestone Capital Holdings held 112,378 shares of JPMorgan Chase worth $36.8M as of Q2 2026.
Freestone Capital Holdings bought 7,092 JPMorgan Chase shares in Q2 2026, an estimated $2.2M.
JPMorgan Chase made up 0.95% of Freestone Capital Holdings's portfolio in Q2 2026, its #19 holding.
Freestone Capital Holdings first reported a position in JPMorgan Chase in Q2 2014 and has held it in 47 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.