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Future Financial Wealth Management’s JPMorgan Chase JPM Stock Holding History

Future Financial 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 		$1.03M Hold
2,956
– – 0.64% 27
2026
Q1 		$904K Hold
2,956
– – 0.58% 34
2025
Q4 		$895K Sell
2,956
-30
-1% -$9.29K 0.6% 34
2025
Q3 		$942K Hold
2,986
– – 0.59% 33
2025
Q2 		$866K Buy
2,986
+4
+0.1% +$1.02K 0.59% 31
2025
Q1 		$732K Sell
2,982
-85
-3% -$21.7K 0.54% 38
2024
Q4 		$735K Hold
3,067
– – 0.54% 37
2024
Q3 		$647K Hold
3,067
– – 0.46% 44
2024
Q2 		$620K Sell
3,067
-1,561
-34% -$305K 0.55% 44
2024
Q1 		$927K Sell
4,628
-100
-2% -$18K 0.71% 33
2023
Q4 		$804K Hold
4,728
– – 0.8% 34
2023
Q3 		$686K Buy
4,728
+627
+15% +$94K 0.76% 35
2023
Q2 		$596K Sell
4,101
-1,000
-20% -$138K 0.63% 39
2023
Q1 		$664K Sell
5,101
-15
-0.3% -$2.06K 0.73% 37
2022
Q4 		$686K Buy
5,116
+45
+0.9% +$5.7K 0.78% 44
2022
Q3 		$571K Buy
5,071
+570
+13% +$65.4K 0.66% 48
2022
Q2 		$614K Hold
4,501
– – 0.6% 58
2022
Q1 		$614K Sell
4,501
-2,409
-35% -$356K 0.51% 58
2021
Q4 		$1.12M Buy
6,910
+197
+3% +$32.4K 0.89% 29
2021
Q3 		$1.04M Hold
6,713
– – 1.07% 32
2021
Q2 		$1.04M Sell
6,713
-671
-9% -$105K 1.07% 32
2021
Q1 		$1.12M Buy
7,384
+216
+3% +$31.1K 1.29% 22
2020
Q4 		$911K Buy
+7,168
New +$801K 1.05% 26

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Future Financial Wealth Management's JPM Position: Q2 2026 in Review

Future Financial Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,956 shares worth $1.03M. The position accounts for 0.64% of the portfolio, ranked #27.

Future Financial Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Future Financial Wealth Management held 2,956 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
  • Future Financial Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.64% of Future Financial Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Future Financial Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's JPMorgan Chase position peaked at $1.12M in Q1 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.