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FSA Advisors’s JPMorgan Chase JPM Stock Holding History

FSA 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 		$1.1M Sell
3,339
-26
-0.8% -$8.07K 0.5% 58
2026
Q1 		$990K Sell
3,365
-47,968
-93% -$14.6M 0.65% 52
2025
Q4 		$956K Buy
51,333
+47,707
+1,316% +$14.8M 0.66% 49
2025
Q3 		$1.14M Buy
3,626
+642
+22% +$191K 0.91% 33
2025
Q2 		$865K Buy
2,984
+12
+0.4% +$3.06K 0.7% 49
2025
Q1 		$729K Buy
2,972
+1,749
+143% +$446K 0.58% 57
2024
Q4 		$293K Sell
1,223
-1,305
-52% -$304K 0.36% 100
2024
Q3 		$530K Sell
2,528
-177
-7% -$37.3K 0.53% 64
2024
Q2 		$546K Sell
2,705
-543
-17% -$106K 0.57% 56
2024
Q1 		$651K Buy
3,248
+250
+8% +$45.1K 0.7% 44
2023
Q4 		$510K Buy
+2,998
New +$454K 0.63% 46

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

FSA Advisors's JPM Position: Q2 2026 in Review

FSA Advisors reduced its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, selling an estimated $8.07K and leaving 3,339 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #58.

FSA Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FSA Advisors held 3,339 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
  • FSA Advisors sold 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.5% of FSA Advisors's portfolio in Q2 2026, its #58 holding.
  • FSA Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • FSA Advisors's JPMorgan Chase position peaked at $1.14M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.