JP Morgan Chase
FBIZ icon

JP Morgan Chase’s First Business Financial Services FBIZ Stock Holding History

JP Morgan Chase’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$416K Sell
7,679
-6,901
-47% -$384K ﹤0.01% 5132
2025
Q4 		$792K Sell
14,580
-1,605
-10% -$83.9K ﹤0.01% 4752
2025
Q3 		$830K Buy
16,185
+5,793
+56% +$296K ﹤0.01% 4716
2025
Q2 		$526K Sell
10,392
-11,704
-53% -$561K ﹤0.01% 4753
2025
Q1 		$1.04M Sell
22,096
-27,922
-56% -$1.38M ﹤0.01% 4327
2024
Q4 		$2.32M Buy
50,018
+25,550
+104% +$1.2M ﹤0.01% 4035
2024
Q3 		$1.12M Buy
24,468
+18,458
+307% +$780K ﹤0.01% 4398
2024
Q2 		$222K Sell
6,010
-9,940
-62% -$342K ﹤0.01% 5114
2024
Q1 		$598K Buy
15,950
+8,072
+102% +$290K ﹤0.01% 4682
2023
Q4 		$316K Buy
7,878
+2,545
+48% +$85.6K ﹤0.01% 5075
2023
Q3 		$160K Sell
5,333
-4,216
-44% -$133K ﹤0.01% 5200
2023
Q2 		$282K Buy
9,549
+283
+3% +$8.02K ﹤0.01% 4866
2023
Q1 		$282K Sell
9,266
-284
-3% -$9.72K ﹤0.01% 4843
2022
Q4 		$348K Buy
9,550
+2,193
+30% +$80.7K ﹤0.01% 4732
2022
Q3 		$238K Buy
7,357
+94
+1% +$3.12K ﹤0.01% 4870
2022
Q2 		$227K Buy
7,263
+600
+9% +$20K ﹤0.01% 5015
2022
Q1 		$219K Buy
6,663
+1,880
+39% +$60.7K ﹤0.01% 5141
2021
Q4 		$140K Buy
+4,783
New +$140K ﹤0.01% 5535
2021
Q3 		– Sell
-4,009
Closed -$109K – 6562
2021
Q2 		$109K Sell
4,009
-62,224
-94% -$1.64M ﹤0.01% 5511
2021
Q1 		$1.64M Sell
66,233
-5,339
-7% -$120K ﹤0.01% 3865
2020
Q4 		$1.32M Buy
71,572
+8,758
+14% +$158K ﹤0.01% 3777
2020
Q3 		$901K Sell
62,814
-8,718
-12% -$135K ﹤0.01% 3700
2020
Q2 		$1.18M Sell
71,532
-12,772
-15% -$200K ﹤0.01% 3420
2020
Q1 		$1.31M Sell
84,304
-12,459
-13% -$285K ﹤0.01% 3244
2019
Q4 		$2.55M Buy
96,763
+1,038
+1% +$25.7K ﹤0.01% 3196
2019
Q3 		$2.31M Buy
95,725
+5,325
+6% +$125K ﹤0.01% 3321
2019
Q2 		$2.13M Buy
90,400
+955
+1% +$21.7K ﹤0.01% 3341
2019
Q1 		$1.79M Buy
89,445
+995
+1% +$21K ﹤0.01% 3409
2018
Q4 		$1.73M Buy
88,450
+3,692
+4% +$76.5K ﹤0.01% 3392
2018
Q3 		$1.97M Sell
84,758
-1,955
-2% -$46K ﹤0.01% 3479
2018
Q2 		$2.25M Sell
86,713
-5,321
-6% -$138K ﹤0.01% 3325
2018
Q1 		$2.32M Sell
92,034
-7,441
-7% -$179K ﹤0.01% 3161
2017
Q4 		$2.2M Sell
99,475
-3,725
-4% -$84.2K ﹤0.01% 3263
2017
Q3 		$2.34M Sell
103,200
-8,481
-8% -$185K ﹤0.01% 3057
2017
Q2 		$2.58M Sell
111,681
-4,530
-4% -$111K ﹤0.01% 2893
2017
Q1 		$3.02M Sell
116,211
-13,834
-11% -$344K ﹤0.01% 2784
2016
Q4 		$3.08M Buy
130,045
+27,345
+27% +$607K ﹤0.01% 2803
2016
Q3 		$2.41M Sell
102,700
-700
-0.7% -$16.2K ﹤0.01% 2691
2016
Q2 		$2.43M Sell
103,400
-1,600
-2% -$38.7K ﹤0.01% 2706
2016
Q1 		$2.41M Sell
105,000
-2,400
-2% -$53.5K ﹤0.01% 2604
2015
Q4 		$2.69M Sell
107,400
-3,900
-4% -$97.3K ﹤0.01% 2604
2015
Q3 		$2.62M Buy
111,300
+2,200
+2% +$49.7K ﹤0.01% 2610
2015
Q2 		$2.56M Buy
109,100
+15,400
+16% +$347K ﹤0.01% 2763
2015
Q1 		$2.03M Buy
93,700
+26,600
+40% +$604K ﹤0.01% 2860
2014
Q4 		$1.61M Hold
67,100
– – ﹤0.01% 3082
2014
Q3 		$1.47M Hold
67,100
– – ﹤0.01% 3117
2014
Q2 		$1.58M Buy
+67,100
New +$1.55M ﹤0.01% 2657

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

JP Morgan Chase's FBIZ Position: Q1 2026 in Review

JP Morgan Chase reduced its First Business Financial Services (FBIZ) stake by 47% in Q1 2026, selling an estimated $384K and leaving 7,679 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #5132.

JP Morgan Chase first reported a position in FBIZ in Q2 2014 and has held it in 47 quarters since. The position peaked at $3.08M in Q4 2016. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • JP Morgan Chase held 7,679 shares of First Business Financial Services worth $416K as of Q1 2026.
  • JP Morgan Chase sold 6,901 First Business Financial Services shares in Q1 2026, an estimated $384K.
  • First Business Financial Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5132 holding.
  • JP Morgan Chase first reported a position in First Business Financial Services in Q2 2014 and has held it in 47 quarters since.
  • JP Morgan Chase's First Business Financial Services position peaked at $3.08M in Q4 2016.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.