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Morris Financial Concepts’s JPMorgan Chase JPM Stock Holding History

Morris Financial Concepts’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
10,088
-104
-1% -$32.3K 1.01% 18
2026
Q1 		$3M Buy
10,192
+423
+4% +$128K 1.02% 19
2025
Q4 		$3.15M Sell
9,769
-39
-0.4% -$12.1K 1.1% 18
2025
Q3 		$3.09M Sell
9,808
-76
-0.8% -$22.6K 1.12% 16
2025
Q2 		$2.87M Sell
9,884
-97
-1% -$24.8K 1.14% 15
2025
Q1 		$2.45M Sell
9,981
-50
-0.5% -$12.7K 1.03% 15
2024
Q4 		$2.4M Buy
10,031
+2
+0% +$466 1.03% 17
2024
Q3 		$2.11M Buy
10,029
+425
+4% +$89.5K 0.91% 17
2024
Q2 		$1.94M Sell
9,604
-111
-1% -$21.7K 0.93% 18
2024
Q1 		$1.95M Sell
9,715
-224
-2% -$40.4K 1% 16
2023
Q4 		$1.69M Sell
9,939
-176
-2% -$26.7K 0.97% 22
2023
Q3 		$1.47M Sell
10,115
-145
-1% -$21.7K 0.97% 22
2023
Q2 		$1.49M Sell
10,260
-130
-1% -$17.9K 0.96% 23
2023
Q1 		$1.35M Buy
10,390
+10
+0.1% +$1.37K 0.95% 25
2022
Q4 		$1.39M Sell
10,380
-88
-0.8% -$11.2K 1.12% 21
2022
Q3 		$1.09M Buy
10,468
+526
+5% +$60.4K 1.13% 18
2022
Q2 		$1.12M Hold
9,942
– – 1.06% 20
2022
Q1 		$1.35M Sell
9,942
-98
-1% -$14.5K 1.13% 19
2021
Q4 		$1.59M Buy
+10,040
New +$1.65M 1.33% 19

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morris Financial Concepts's JPM Position: Q2 2026 in Review

Morris Financial Concepts reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $32.3K and leaving 10,088 shares worth $3.3M. The position accounts for 1.01% of the portfolio, ranked #18.

Morris Financial Concepts first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morris Financial Concepts held 10,088 shares of JPMorgan Chase worth $3.3M as of Q2 2026.
  • Morris Financial Concepts sold 104 JPMorgan Chase shares in Q2 2026, an estimated $32.3K.
  • JPMorgan Chase made up 1.01% of Morris Financial Concepts's portfolio in Q2 2026, its #18 holding.
  • Morris Financial Concepts first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.