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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
2016
Q1 		– Sell
-2,000
Closed -$131K – 353
2015
Q4 		$131K Hold
2,000
– – 0.01% 340
2015
Q3 		$121K Buy
+2,000
New +$131K 0.01% 323

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

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. 5,135 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.
  • 5,135 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.