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Future Fund LLC’s JPMorgan Chase JPM Stock Holding History

Future Fund LLC’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
Q1 		$1.12M Sell
3,794
-976
-20% -$296K 0.39% 91
2025
Q4 		$1.54M Sell
4,770
-651
-12% -$202K 0.49% 80
2025
Q3 		$1.71M Buy
5,421
+1,085
+25% +$323K 0.6% 53
2025
Q2 		$1.26M Buy
4,336
+403
+10% +$103K 0.56% 48
2025
Q1 		$965K Buy
+3,933
New +$1M 1.24% 28

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Future Fund LLC's JPM Position: Q1 2026 in Review

Future Fund LLC reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $296K and leaving 3,794 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #91.

Future Fund LLC first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Future Fund LLC held 3,794 shares of JPMorgan Chase worth $1.12M as of Q1 2026.
  • Future Fund LLC sold 976 JPMorgan Chase shares in Q1 2026, an estimated $296K.
  • JPMorgan Chase made up 0.39% of Future Fund LLC's portfolio in Q1 2026, its #91 holding.
  • Future Fund LLC first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Future Fund LLC's JPMorgan Chase position peaked at $1.71M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Future Fund LLC's 13F filing for Q1 2026, filed 6 May 2026.