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Guardian Financial Partners’s JPMorgan Chase JPM Stock Holding History

Guardian Financial Partners’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 		$438K Sell
1,339
-83
-6% -$25.8K 0.17% 56
2026
Q1 		$418K Buy
1,422
+6
+0.4% +$1.82K 0.18% 52
2025
Q4 		$456K Buy
1,416
+86
+6% +$26.6K 0.19% 50
2025
Q3 		$419K Buy
1,330
+88
+7% +$26.2K 0.18% 52
2025
Q2 		$360K Buy
1,242
+79
+7% +$20.2K 0.16% 51
2025
Q1 		$285K Sell
1,163
-38
-3% -$9.69K 0.14% 53
2024
Q4 		$288K Buy
1,201
+113
+10% +$26.3K 0.17% 45
2024
Q3 		$229K Buy
+1,088
New +$229K 0.14% 44
2022
Q2 		– Sell
-1,668
Closed -$212K – 42
2022
Q1 		$212K Buy
1,668
+79
+5% +$11.7K 0.22% 36
2021
Q4 		$252K Buy
+1,589
New +$261K 0.24% 32

Other funds holding JPM

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Guardian Financial Partners's JPM Position: Q2 2026 in Review

Guardian Financial Partners reduced its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, selling an estimated $25.8K and leaving 1,339 shares worth $438K. The position accounts for 0.17% of the portfolio, ranked #56.

Guardian Financial Partners first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $456K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Guardian Financial Partners held 1,339 shares of JPMorgan Chase worth $438K as of Q2 2026.
  • Guardian Financial Partners sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.17% of Guardian Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Guardian Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
  • Guardian Financial Partners's JPMorgan Chase position peaked at $456K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.