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FSB Premier Wealth Management’s JPMorgan Chase JPM Stock Holding History

FSB Premier Wealth Management’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 		$5.55M Sell
16,968
-2,230
-12% -$693K 1.56% 12
2026
Q1 		$5.65M Buy
19,198
+1,317
+7% +$400K 1.77% 9
2025
Q4 		$5.76M Buy
17,881
+1,183
+7% +$366K 1.83% 7
2025
Q3 		$5.27M Buy
16,698
+1,038
+7% +$309K 1.73% 11
2025
Q2 		$4.54M Buy
15,660
+1,810
+13% +$462K 1.62% 14
2025
Q1 		$3.4M Buy
13,850
+798
+6% +$203K 1.33% 16
2024
Q4 		$3.13M Buy
13,052
+915
+8% +$213K 1.25% 19
2024
Q3 		$2.56M Buy
12,137
+1,706
+16% +$359K 1.05% 24
2024
Q2 		$2.11M Buy
10,431
+1,542
+17% +$301K 0.95% 29
2024
Q1 		$1.78M Buy
8,889
+722
+9% +$130K 0.83% 27
2023
Q4 		$1.39M Buy
8,167
+689
+9% +$104K 0.7% 30
2023
Q3 		$1.08M Buy
7,478
+137
+2% +$20.5K 0.6% 35
2023
Q2 		$1.07M Sell
7,341
-248
-3% -$34.1K 0.58% 38
2023
Q1 		$989K Buy
7,589
+1,539
+25% +$211K 0.55% 40
2022
Q4 		$811K Buy
6,050
+377
+7% +$47.8K 0.44% 50
2022
Q3 		$592K Buy
5,673
+212
+4% +$24.3K 0.35% 62
2022
Q2 		$614K Sell
5,461
-21
-0.4% -$2.6K 0.34% 61
2022
Q1 		$676K Buy
5,482
+510
+10% +$75.3K 0.34% 60
2021
Q4 		$787K Sell
4,972
-294
-6% -$48.3K 0.33% 54
2021
Q3 		$862K Sell
5,266
-552
-9% -$86.5K 0.43% 42
2021
Q2 		$905K Buy
5,818
+188
+3% +$29.5K 0.46% 38
2021
Q1 		$857K Buy
5,630
+9
+0.2% +$1.29K 0.46% 39
2020
Q4 		$714K Buy
+5,621
New +$628K 0.38% 51

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

FSB Premier Wealth Management's JPM Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $693K and leaving 16,968 shares worth $5.55M. The position accounts for 1.56% of the portfolio, ranked #12.

FSB Premier Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.76M in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FSB Premier Wealth Management held 16,968 shares of JPMorgan Chase worth $5.55M as of Q2 2026.
  • FSB Premier Wealth Management sold 2,230 JPMorgan Chase shares in Q2 2026, an estimated $693K.
  • JPMorgan Chase made up 1.56% of FSB Premier Wealth Management's portfolio in Q2 2026, its #12 holding.
  • FSB Premier Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's JPMorgan Chase position peaked at $5.76M in Q4 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.