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Friday Financial’s JPMorgan Chase JPM Stock Holding History

Friday Financial’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 		$930K Buy
2,741
+361
+15% +$112K 0.25% 53
2026
Q1 		$700K Buy
2,380
+13
+0.5% +$3.94K 0.24% 49
2025
Q4 		$763K Buy
2,367
+306
+15% +$94.7K 0.27% 47
2025
Q3 		$650K Sell
2,061
-21
-1% -$6.25K 0.27% 47
2025
Q2 		$604K Buy
2,082
+187
+10% +$47.7K 0.31% 47
2025
Q1 		$466K Buy
1,895
+1,005
+113% +$256K 0.28% 44
2024
Q4 		$213K Buy
+890
New +$207K 0.15% 63

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Friday Financial's JPM Position: Q2 2026 in Review

Friday Financial increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $112K and bringing the position to 2,741 shares worth $930K. The position accounts for 0.25% of the portfolio, ranked #53.

Friday Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Friday Financial held 2,741 shares of JPMorgan Chase worth $930K as of Q2 2026.
  • Friday Financial bought 361 JPMorgan Chase shares in Q2 2026, an estimated $112K.
  • JPMorgan Chase made up 0.25% of Friday Financial's portfolio in Q2 2026, its #53 holding.
  • Friday Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.