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FSM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FSM Wealth 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 		$5.1M Buy
15,592
+854
+6% +$265K 0.54% 31
2026
Q1 		$4.34M Buy
14,738
+240
+2% +$72.8K 0.56% 31
2025
Q4 		$4.67M Sell
14,498
-1,920
-12% -$594K 0.64% 33
2025
Q3 		$5.18M Buy
16,418
+956
+6% +$284K 0.73% 28
2025
Q2 		$4.51M Buy
15,462
+4,559
+42% +$1.16M 0.73% 30
2025
Q1 		$2.67M Buy
10,903
+625
+6% +$159K 0.6% 29
2024
Q4 		$2.61M Buy
10,278
+366
+4% +$85.2K 0.64% 32
2024
Q3 		$2.09M Buy
9,912
+523
+6% +$110K 0.55% 33
2024
Q2 		$1.9M Buy
9,389
+87
+0.9% +$17K 0.64% 31
2024
Q1 		$1.86M Buy
9,302
+174
+2% +$31.4K 0.66% 32
2023
Q4 		$1.55M Sell
9,128
-87
-0.9% -$13.2K 0.66% 33
2023
Q3 		$1.34M Sell
9,215
-479
-5% -$71.8K 0.67% 34
2023
Q2 		$1.43M Buy
9,694
+330
+4% +$45.4K 0.72% 34
2023
Q1 		$1.22M Buy
9,364
+715
+8% +$98K 0.71% 40
2022
Q4 		$1.16M Sell
8,649
-89
-1% -$11.3K 0.82% 33
2022
Q3 		$913K Buy
8,738
+536
+7% +$61.5K 0.76% 37
2022
Q2 		$938K Buy
+8,202
New +$1.02M 0.93% 36

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FSM Wealth Advisors's JPM Position: Q2 2026 in Review

FSM Wealth Advisors increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $265K and bringing the position to 15,592 shares worth $5.1M. The position accounts for 0.54% of the portfolio, ranked #31.

FSM Wealth Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.18M in Q3 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FSM Wealth Advisors held 15,592 shares of JPMorgan Chase worth $5.1M as of Q2 2026.
  • FSM Wealth Advisors bought 854 JPMorgan Chase shares in Q2 2026, an estimated $265K.
  • JPMorgan Chase made up 0.54% of FSM Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • FSM Wealth Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's JPMorgan Chase position peaked at $5.18M in Q3 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.