JP Morgan Chase
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JP Morgan Chase’s Finance of America Companies FOA Stock Holding History

JP Morgan Chase’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
48,582
+7,801
+19% +$159K ﹤0.01% 4484
2026
Q1 		$655K Buy
40,781
+5,546
+16% +$115K ﹤0.01% 4846
2025
Q4 		$853K Sell
35,235
-4,959
-12% -$113K ﹤0.01% 4711
2025
Q3 		$902K Buy
40,194
+38,096
+1,816% +$951K ﹤0.01% 4666
2025
Q2 		$48.9K Buy
2,098
+2,050
+4,271% +$43.1K ﹤0.01% 5935
2025
Q1 		$1.02K Sell
48
-436
-90% -$10.7K ﹤0.01% 6625
2024
Q4 		$13.6K Buy
484
+354
+272% +$6.3K ﹤0.01% 6328
2024
Q3 		$1.5K Sell
130
-1,028
-89% -$8.26K ﹤0.01% 6667
2024
Q2 		$5.71K Sell
1,158
-6,476
-85% -$39.5K ﹤0.01% 6362
2024
Q1 		$56.1K Buy
7,634
+1,248
+20% +$10.8K ﹤0.01% 5893
2023
Q4 		$70.2K Buy
6,386
+2,786
+77% +$28.6K ﹤0.01% 5885
2023
Q3 		$46.1K Sell
3,600
-1,017
-22% -$16.9K ﹤0.01% 5833
2023
Q2 		$88.2K Buy
4,617
+1,512
+49% +$25.4K ﹤0.01% 5519
2023
Q1 		$38K Buy
3,105
+342
+12% +$5.22K ﹤0.01% 5807
2022
Q4 		$35K Buy
2,763
+587
+27% +$8.6K ﹤0.01% 5722
2022
Q3 		$32K Hold
2,176
– – ﹤0.01% 5680
2022
Q2 		$35K Sell
2,176
-5,325
-71% -$123K ﹤0.01% 5757
2022
Q1 		$228K Buy
7,501
+1,905
+34% +$66.4K ﹤0.01% 5122
2021
Q4 		$222K Buy
5,596
+2,587
+86% +$123K ﹤0.01% 5295
2021
Q3 		$149K Buy
3,009
+1,109
+58% +$65.8K ﹤0.01% 5371
2021
Q2 		$146K Buy
+1,900
New +$184K ﹤0.01% 5391

Other funds holding FOA

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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

JP Morgan Chase increased its Finance of America Companies (FOA) stake by 19% in Q2 2026, buying an estimated $159K and bringing the position to 48,582 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #4484.

JP Morgan Chase first reported a position in FOA in Q2 2021 and has held it in 21 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • JP Morgan Chase held 48,582 shares of Finance of America Companies worth $1.33M as of Q2 2026.
  • JP Morgan Chase bought 7,801 Finance of America Companies shares in Q2 2026, an estimated $159K.
  • Finance of America Companies made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4484 holding.
  • JP Morgan Chase first reported a position in Finance of America Companies in Q2 2021 and has held it in 21 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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