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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
Q2 		$4.05M Buy
11,472
+77
+0.7% +$23.9K 1.41% 15
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 $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

FWG Holdings's JPM Position: Q2 2026 in Review

FWG Holdings increased its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, buying an estimated $23.9K and bringing the position to 11,472 shares worth $4.05M. The position accounts for 1.41% of the portfolio, ranked #15.

FWG Holdings first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FWG Holdings held 11,472 shares of JPMorgan Chase worth $4.05M as of Q2 2026.
  • FWG Holdings bought 77 JPMorgan Chase shares in Q2 2026, an estimated $23.9K.
  • JPMorgan Chase made up 1.41% of FWG Holdings's portfolio in Q2 2026, its #15 holding.
  • FWG Holdings first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.