Holistic Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.22M | Sell |
12,899
-2,058
| -14% | -$639K | 2.58% | 10 |
|
|
2026
Q1 | $4.4M | Sell |
14,957
-113
| -0.7% | -$34.3K | 1.64% | 13 |
|
|
2025
Q4 | $4.86M | Sell |
15,070
-399
| -3% | -$124K | 1.76% | 11 |
|
|
2025
Q3 | $4.88M | Buy |
15,469
+125
| +0.8% | +$37.2K | 2% | 11 |
|
|
2025
Q2 | $4.45M | Sell |
15,344
-173
| -1% | -$44.1K | 1.95% | 11 |
|
|
2025
Q1 | $3.81M | Sell |
15,517
-56
| -0.4% | -$14.3K | 1.83% | 13 |
|
|
2024
Q4 | $3.73M | Buy |
15,573
+134
| +0.9% | +$31.2K | 1.85% | 12 |
|
|
2024
Q3 | $3.26M | Buy |
15,439
+121
| +0.8% | +$25.5K | 1.57% | 13 |
|
|
2024
Q2 | $3.1M | Sell |
15,318
-354
| -2% | -$69.2K | 1.55% | 13 |
|
|
2024
Q1 | $3.14M | Buy |
15,672
+168
| +1% | +$30.3K | 1.6% | 13 |
|
|
2023
Q4 | $2.64M | Buy |
15,504
+811
| +6% | +$123K | 1.59% | 12 |
|
|
2023
Q3 | $2.13M | Buy |
14,693
+599
| +4% | +$89.8K | 1.41% | 13 |
|
|
2023
Q2 | $2.05M | Buy |
14,094
+703
| +5% | +$96.7K | 1.42% | 15 |
|
|
2023
Q1 | $1.74M | Buy |
13,391
+1,436
| +12% | +$197K | 1.37% | 14 |
|
|
2022
Q4 | $1.6M | Buy |
11,955
+362
| +3% | +$45.9K | 1.44% | 11 |
|
|
2022
Q3 | $1.21M | Buy |
11,593
+124
| +1% | +$14.2K | 1.2% | 14 |
|
|
2022
Q2 | $1.29M | Sell |
11,469
-1,551
| -12% | -$192K | 1.22% | 12 |
|
|
2022
Q1 | $1.77M | Sell |
13,020
-575
| -4% | -$84.9K | 1.13% | 19 |
|
|
2021
Q4 | $2.15M | Sell |
13,595
-236
| -2% | -$38.8K | 1.25% | 15 |
|
|
2021
Q3 | $2.26M | Sell |
13,831
-2
| -0% | -$314 | 1.4% | 14 |
|
|
2021
Q2 | $2.15M | Buy |
13,833
+243
| +2% | +$38.2K | 1.28% | 14 |
|
|
2021
Q1 | $2.07M | Sell |
13,590
-1,186
| -8% | -$171K | 1.37% | 13 |
|
|
2020
Q4 | $1.88M | Sell |
14,776
-489
| -3% | -$54.7K | 1.3% | 13 |
|
|
2020
Q3 | $1.47M | Buy |
15,265
+416
| +3% | +$40.9K | 1.18% | 13 |
|
|
2020
Q2 | $1.4M | Sell |
14,849
-93
| -0.6% | -$8.82K | 1.21% | 13 |
|
|
2020
Q1 | $1.34M | Sell |
14,942
-153
| -1% | -$18.6K | 1.39% | 16 |
|
|
2019
Q4 | $2.1M | Buy |
15,095
+253
| +2% | +$32.4K | 1.26% | 18 |
|
|
2019
Q3 | $1.75M | Sell |
14,842
-88
| -0.6% | -$9.95K | 1.55% | 15 |
|
|
2019
Q2 | $1.67M | Sell |
14,930
-3
| -0% | -$331 | 1.66% | 14 |
|
|
2019
Q1 | $1.51M | Sell |
14,933
-280
| -2% | -$28.8K | 0.64% | 32 |
|
|
2018
Q4 | $1.49M | Sell |
15,213
-288
| -2% | -$30.7K | 1.55% | 16 |
|
|
2018
Q3 | $1.75M | Buy |
15,501
+335
| +2% | +$38K | 1.63% | 15 |
|
|
2018
Q2 | $1.58M | Sell |
15,166
-162
| -1% | -$17.8K | 1.81% | 16 |
|
|
2018
Q1 | $1.69M | Sell |
15,328
-184
| -1% | -$20.8K | 1.41% | 15 |
|
|
2017
Q4 | $1.66M | Buy |
+15,512
| New | +$1.57M | 1.36% | 15 |
|
Other funds holding JPM
Holistic Financial Partners's JPM Position: Q2 2026 in Review
Holistic Financial Partners reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $639K and leaving 12,899 shares worth $4.22M. The position accounts for 2.58% of the portfolio, ranked #10.
Holistic Financial Partners first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.88M in Q3 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Holistic Financial Partners held 12,899 shares of JPMorgan Chase worth $4.22M as of Q2 2026.
- Holistic Financial Partners sold 2,058 JPMorgan Chase shares in Q2 2026, an estimated $639K.
- JPMorgan Chase made up 2.58% of Holistic Financial Partners's portfolio in Q2 2026, its #10 holding.
- Holistic Financial Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Holistic Financial Partners's JPMorgan Chase position peaked at $4.88M in Q3 2025.
- 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.