JP Morgan Chase
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JP Morgan Chase’s FinWise Bancorp FINW Stock Holding History

JP Morgan Chase’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.1K Buy
3,845
+59
+2% +$1K ﹤0.01% 6111
2025
Q4 		$67.9K Sell
3,786
-356
-9% -$6.5K ﹤0.01% 6095
2025
Q3 		$80.3K Sell
4,142
-156
-4% -$2.85K ﹤0.01% 6029
2025
Q2 		$64.5K Buy
+4,298
New +$63.1K ﹤0.01% 5802
2024
Q1 		– Sell
-2,889
Closed -$41.3K – 7535
2023
Q4 		$41.3K Buy
+2,889
New +$30.8K ﹤0.01% 6055
2022
Q2 		– Sell
-6,480
Closed -$111K – 6589
2022
Q1 		$111K Buy
+6,480
New +$117K ﹤0.01% 5457

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase increased its FinWise Bancorp (FINW) stake by 1.6% in Q1 2026, buying an estimated $1K and bringing the position to 3,845 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6111.

JP Morgan Chase first reported a position in FINW in Q1 2022 and has held it in 6 quarters since. The position peaked at $111K in Q1 2022. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • JP Morgan Chase held 3,845 shares of FinWise Bancorp worth $61.1K as of Q1 2026.
  • JP Morgan Chase bought 59 FinWise Bancorp shares in Q1 2026, an estimated $1K.
  • FinWise Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6111 holding.
  • JP Morgan Chase first reported a position in FinWise Bancorp in Q1 2022 and has held it in 6 quarters since.
  • JP Morgan Chase's FinWise Bancorp position peaked at $111K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

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