JP Morgan Chase
FG icon

JP Morgan Chase’s F&G Annuities & Life FG Stock Holding History

JP Morgan Chase’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Sell
132,953
-11,448
-8% -$298K ﹤0.01% 3700
2025
Q4 		$4.45M Buy
144,401
+78,554
+119% +$2.46M ﹤0.01% 3408
2025
Q3 		$2.06M Buy
65,847
+25,644
+64% +$847K ﹤0.01% 4060
2025
Q2 		$1.29M Buy
40,203
+12,701
+46% +$422K ﹤0.01% 4227
2025
Q1 		$991K Sell
27,502
-57,026
-67% -$2.39M ﹤0.01% 4348
2024
Q4 		$3.5M Buy
84,528
+38,576
+84% +$1.7M ﹤0.01% 3690
2024
Q3 		$2.05M Buy
45,952
+17,845
+63% +$739K ﹤0.01% 3987
2024
Q2 		$1.07M Buy
28,107
+4,189
+18% +$164K ﹤0.01% 4227
2024
Q1 		$970K Sell
23,918
-10,425
-30% -$436K ﹤0.01% 4370
2023
Q4 		$1.58M Sell
34,343
-6,411
-16% -$239K ﹤0.01% 4009
2023
Q3 		$1.14M Sell
40,754
-3,809
-9% -$103K ﹤0.01% 3971
2023
Q2 		$1.1M Buy
44,563
+19,936
+81% +$391K ﹤0.01% 3986
2023
Q1 		$446K Sell
24,627
-1,128
-4% -$22.6K ﹤0.01% 4577
2022
Q4 		$515K Buy
+25,755
New +$525K ﹤0.01% 4490

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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