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Narus Financial Partners’s JPMorgan Chase JPM Stock Holding History

Narus Financial Partners’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 		$1.3M Sell
3,978
-410
-9% -$127K 0.33% 56
2026
Q1 		$1.29M Buy
4,388
+200
+5% +$60.7K 0.34% 52
2025
Q4 		$1.35M Buy
4,188
+81
+2% +$25.1K 0.37% 49
2025
Q3 		$1.3M Buy
4,107
+44
+1% +$13.1K 0.35% 50
2025
Q2 		$1.18M Buy
4,063
+6
+0.1% +$1.53K 0.37% 44
2025
Q1 		$995K Buy
4,057
+85
+2% +$21.7K 0.34% 50
2024
Q4 		$952K Sell
3,972
-210
-5% -$48.9K 0.32% 55
2024
Q3 		$882K Sell
4,182
-1,046
-20% -$220K 0.32% 59
2024
Q2 		$1.06M Sell
5,228
-74
-1% -$14.5K 0.43% 51
2024
Q1 		$1.06M Buy
5,302
+20
+0.4% +$3.61K 0.45% 50
2023
Q4 		$898K Buy
5,282
+125
+2% +$18.9K 0.43% 50
2023
Q3 		$748K Buy
5,157
+35
+0.7% +$5.25K 0.38% 48
2023
Q2 		$745K Sell
5,122
-1,010
-16% -$139K 0.39% 50
2023
Q1 		$799K Sell
6,132
-65
-1% -$8.91K 0.43% 42
2022
Q4 		$831K Buy
6,197
+225
+4% +$28.5K 0.48% 39
2022
Q3 		$624K Buy
5,972
+200
+3% +$23K 0.39% 46
2022
Q2 		$650K Buy
5,772
+1,070
+23% +$133K 0.41% 45
2022
Q1 		$641K Buy
+4,702
New +$694K 0.36% 48
2021
Q1 		$875K Buy
+5,747
New +$827K 0.52% 24
2019
Q4 		$631K Sell
4,527
-523
-10% -$67.1K 0.44% 23
2019
Q3 		$594K Sell
5,050
-106
-2% -$12K 0.44% 22
2019
Q2 		$576K Buy
+5,156
New +$568K 0.45% 21
2017
Q3 		$568K Hold
5,951
– – 0.5% 29
2017
Q2 		$544K Sell
5,951
-200
-3% -$17.3K 0.5% 27
2017
Q1 		$540K Hold
6,151
– – 0.52% 27
2016
Q4 		$531K Buy
+6,151
New +$469K 0.56% 26

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

Narus Financial Partners's JPM Position: Q2 2026 in Review

Narus Financial Partners reduced its JPMorgan Chase (JPM) stake by 9.3% in Q2 2026, selling an estimated $127K and leaving 3,978 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #56.

Narus Financial Partners first reported a position in JPM in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.35M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Narus Financial Partners held 3,978 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
  • Narus Financial Partners sold 410 JPMorgan Chase shares in Q2 2026, an estimated $127K.
  • JPMorgan Chase made up 0.33% of Narus Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Narus Financial Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 26 quarters since.
  • Narus Financial Partners's JPMorgan Chase position peaked at $1.35M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.