FH
JPM icon

FWG Holdings’s JPMorgan Chase JPM Stock Holding History

FWG Holdings’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 		$3.37M Sell
11,395
-751
-6% -$228K 1.27% 17
2025
Q4 		$3.72M Sell
12,146
-51
-0.4% -$15.8K 1.41% 15
2025
Q3 		$3.73M Buy
12,197
+160
+1% +$47.6K 1.61% 11
2025
Q2 		$3.54M Buy
12,037
+167
+1% +$42.6K 1.67% 13
2025
Q1 		$2.9M Sell
11,870
-20
-0.2% -$5.1K 1.43% 15
2024
Q4 		$3.17M Buy
11,890
+635
+6% +$148K 1.52% 17
2024
Q3 		$2.54M Buy
11,255
+105
+0.9% +$22.1K 1.26% 16
2024
Q2 		$2.35M Buy
11,150
+494
+5% +$96.6K 1.18% 18
2024
Q1 		$2.1M Buy
10,656
+627
+6% +$113K 1.13% 17
2023
Q4 		$1.73M Buy
10,029
+609
+6% +$92.3K 1.03% 19
2023
Q3 		$1.34M Buy
9,420
+182
+2% +$27.3K 0.9% 22
2023
Q2 		$1.45M Buy
9,238
+219
+2% +$30.1K 0.92% 22
2023
Q1 		$1.18M Buy
9,019
+1,008
+13% +$138K 0.85% 23
2022
Q4 		$1.07M Sell
8,011
-157
-2% -$19.9K 0.75% 26
2022
Q3 		$854K Buy
8,168
+218
+3% +$25K 0.64% 29
2022
Q2 		$895K Sell
7,950
-162
-2% -$20.1K 0.77% 24
2022
Q1 		$1.11M Sell
8,112
-14
-0.2% -$2.07K 0.85% 20
2021
Q4 		$1.27M Buy
8,126
+277
+4% +$45.5K 0.95% 16
2021
Q3 		$1.28M Buy
7,849
+683
+10% +$107K 1.11% 17
2021
Q2 		$1.11M Buy
+7,166
New +$1.13M 1% 18

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

FWG Holdings's JPM Position: Q1 2026 in Review

FWG Holdings reduced its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, selling an estimated $228K and leaving 11,395 shares worth $3.37M. The position accounts for 1.27% of the portfolio, ranked #17.

FWG Holdings first reported a position in JPM in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FWG Holdings held 11,395 shares of JPMorgan Chase worth $3.37M as of Q1 2026.
  • FWG Holdings sold 751 JPMorgan Chase shares in Q1 2026, an estimated $228K.
  • JPMorgan Chase made up 1.27% of FWG Holdings's portfolio in Q1 2026, its #17 holding.
  • FWG Holdings first reported a position in JPMorgan Chase in Q2 2021 and has held it in 20 quarters since.
  • FWG Holdings's JPMorgan Chase position peaked at $3.73M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.