JP Morgan Chase
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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
Q2 		$8.26M Buy
304,458
+171,505
+129% +$4.69M ﹤0.01% 2977
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 $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase's FG Position: Q2 2026 in Review

JP Morgan Chase increased its F&G Annuities & Life (FG) stake by 129% in Q2 2026, buying an estimated $4.69M and bringing the position to 304,458 shares worth $8.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

JP Morgan Chase first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • JP Morgan Chase held 304,458 shares of F&G Annuities & Life worth $8.26M as of Q2 2026.
  • JP Morgan Chase bought 171,505 F&G Annuities & Life shares in Q2 2026, an estimated $4.69M.
  • F&G Annuities & Life made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2977 holding.
  • JP Morgan Chase first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.