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
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 $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase increased its Finance of America Companies (FOA) stake by 16% in Q1 2026, buying an estimated $115K and bringing the position to 40,781 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #4846.

JP Morgan Chase first reported a position in FOA in Q2 2021 and has held it in 20 quarters since. The position peaked at $902K in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • JP Morgan Chase held 40,781 shares of Finance of America Companies worth $655K as of Q1 2026.
  • JP Morgan Chase bought 5,546 Finance of America Companies shares in Q1 2026, an estimated $115K.
  • Finance of America Companies made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4846 holding.
  • JP Morgan Chase first reported a position in Finance of America Companies in Q2 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's Finance of America Companies position peaked at $902K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

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