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Fusion Family Wealth’s JPMorgan Chase JPM Stock Holding History

Fusion Family Wealth’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 		$320K Buy
978
+2
+0.2% +$621 0.02% 42
2026
Q1 		$287K Buy
976
+1
+0.1% +$303 0.02% 42
2025
Q4 		$314K Buy
975
+1
+0.1% +$310 0.02% 40
2025
Q3 		$307K Buy
974
+1
+0.1% +$297 0.02% 41
2025
Q2 		$282K Buy
973
+1
+0.1% +$255 0.02% 42
2025
Q1 		$238K Buy
972
+1
+0.1% +$255 0.02% 43
2024
Q4 		$233K Buy
+971
New +$226K 0.02% 43
2024
Q1 		– Sell
-1,250
Closed -$213K – 43
2023
Q4 		$213K Buy
+1,250
New +$189K 0.02% 42
2021
Q2 		– Sell
-1,000
Closed -$152K – 77
2021
Q1 		$152K Hold
1,000
– – 0.02% 37
2020
Q4 		$127K Hold
1,000
– – 0.02% 37
2020
Q3 		$96K Sell
1,000
-300
-23% -$29.5K 0.02% 40
2020
Q2 		$122K Hold
1,300
– – 0.03% 36
2020
Q1 		$117K Hold
1,300
– – 0.03% 40
2019
Q4 		$181K Hold
1,300
– – 0.04% 40
2019
Q3 		$153K Sell
1,300
-7,215
-85% -$816K 0.04% 40
2019
Q2 		$952K Buy
8,515
+7,113
+507% +$784K 0.24% 24
2019
Q1 		$142K Sell
1,402
-7,073
-83% -$729K 0.04% 44
2018
Q4 		$827K Sell
8,475
-159
-2% -$16.9K 0.24% 29
2018
Q3 		$974K Buy
8,634
+156
+2% +$17.7K 0.26% 24
2018
Q2 		$883K Buy
8,478
+65
+0.8% +$7.13K 0.25% 26
2018
Q1 		$925K Sell
8,413
-386
-4% -$43.7K 0.31% 23
2017
Q4 		$941K Buy
8,799
+7,699
+700% +$780K 0.23% 29
2017
Q3 		$105K Sell
1,100
-6,512
-86% -$601K 0.04% 66
2017
Q2 		$696K Sell
7,612
-16
-0.2% -$1.38K 0.24% 34
2017
Q1 		$670K Buy
+7,628
New +$673K 0.25% 32

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

Fusion Family Wealth's JPM Position: Q2 2026 in Review

Fusion Family Wealth increased its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, buying an estimated $621 and bringing the position to 978 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #42.

Fusion Family Wealth first reported a position in JPM in Q1 2017 and has held it in 25 quarters since. The position peaked at $974K in Q3 2018. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fusion Family Wealth held 978 shares of JPMorgan Chase worth $320K as of Q2 2026.
  • Fusion Family Wealth bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.02% of Fusion Family Wealth's portfolio in Q2 2026, its #42 holding.
  • Fusion Family Wealth first reported a position in JPMorgan Chase in Q1 2017 and has held it in 25 quarters since.
  • Fusion Family Wealth's JPMorgan Chase position peaked at $974K in Q3 2018.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.