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FWG Investments’s JPMorgan Chase JPM Stock Holding History

FWG Investments’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 		$650K Buy
1,987
+538
+37% +$167K 0.34% 69
2026
Q1 		$426K Buy
1,449
+637
+78% +$193K 0.27% 86
2025
Q4 		$262K Sell
812
-134
-14% -$41.5K 0.17% 98
2025
Q3 		$298K Buy
946
+25
+3% +$7.43K 0.2% 86
2025
Q2 		$267K Buy
+921
New +$235K 0.2% 86
2025
Q1 		– Sell
-1,351
Closed -$324K – 88
2024
Q4 		$324K Sell
1,351
-59
-4% -$13.7K 0.25% 91
2024
Q3 		$297K Buy
1,410
+253
+22% +$53.3K 0.26% 91
2024
Q2 		$234K Sell
1,157
-5
-0.4% -$978 0.24% 99
2024
Q1 		$233K Buy
+1,162
New +$210K 0.25% 95

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 $3.38T AUM 44.17% 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 Investments's JPM Position: Q2 2026 in Review

FWG Investments increased its JPMorgan Chase (JPM) stake by 37% in Q2 2026, buying an estimated $167K and bringing the position to 1,987 shares worth $650K. The position accounts for 0.34% of the portfolio, ranked #69.

FWG Investments first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • FWG Investments held 1,987 shares of JPMorgan Chase worth $650K as of Q2 2026.
  • FWG Investments bought 538 JPMorgan Chase shares in Q2 2026, an estimated $167K.
  • JPMorgan Chase made up 0.34% of FWG Investments's portfolio in Q2 2026, its #69 holding.
  • FWG Investments first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.