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Pacific Center for Financial Services’s JPMorgan Chase JPM Stock Holding History

Pacific Center for Financial Services’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 		$1.02M Buy
3,126
+2
+0.1% +$621 0.23% 35
2026
Q1 		$919K Sell
3,124
-162
-5% -$49.2K 0.23% 37
2025
Q4 		$1.04M Hold
3,286
– – 0.26% 33
2025
Q3 		$1.04M Sell
3,286
-78
-2% -$23.2K 0.26% 33
2025
Q2 		$975K Buy
3,364
+10
+0.3% +$2.55K 0.26% 34
2025
Q1 		$823K Buy
3,354
+3
+0.1% +$765 0.22% 38
2024
Q4 		$803K Buy
3,351
+2
+0.1% +$466 0.21% 39
2024
Q3 		$706K Buy
3,349
+49
+1% +$10.3K 0.19% 40
2024
Q2 		$668K Buy
3,300
+2
+0.1% +$391 0.19% 40
2024
Q1 		$661K Buy
3,298
+21
+0.6% +$3.79K 0.19% 40
2023
Q4 		$557K Buy
3,277
+3
+0.1% +$455 0.18% 36
2023
Q3 		$475K Sell
3,274
-675
-17% -$101K 0.16% 41
2023
Q2 		$574K Buy
3,949
+3
+0.1% +$413 0.19% 36
2023
Q1 		$514K Buy
+3,946
New +$541K 0.18% 37
2022
Q3 		$430K Sell
4,117
-8
-0.2% -$918 0.17% 39
2022
Q2 		$464K Buy
4,125
+13
+0.3% +$1.61K 0.19% 38
2022
Q1 		$561K Buy
4,112
+2
+0% +$295 0.2% 39
2021
Q4 		$651K Buy
4,110
+132
+3% +$21.7K 0.26% 34
2021
Q3 		$651K Buy
3,978
+16
+0.4% +$2.51K 0.28% 33
2021
Q2 		$616K Buy
3,962
+21
+0.5% +$3.3K 0.27% 34
2021
Q1 		$600K Buy
3,941
+137
+4% +$19.7K 0.29% 31
2020
Q4 		$483K Buy
3,804
+703
+23% +$78.6K 0.18% 35
2020
Q3 		$299K Buy
3,101
+28
+0.9% +$2.75K 0.12% 46
2020
Q2 		$289K Buy
3,073
+1,395
+83% +$132K 0.14% 45
2020
Q1 		$151K Buy
1,678
+532
+46% +$64.6K 0.1% 57
2019
Q4 		$160K Sell
1,146
-155
-12% -$19.9K 0.07% 65
2019
Q3 		$153K Hold
1,301
– – 0.07% 65
2019
Q2 		$145K Hold
1,301
– – 0.07% 67
2019
Q1 		$132K Sell
1,301
-233
-15% -$24K 0.07% 67
2018
Q4 		$150K Sell
1,534
-59
-4% -$6.29K 0.08% 58
2018
Q3 		$180K Buy
1,593
+292
+22% +$33.1K 0.09% 60
2018
Q2 		$136K Hold
1,301
– – 0.08% 69
2018
Q1 		$143K Hold
1,301
– – 0.09% 67
2017
Q4 		$139K Sell
1,301
-100
-7% -$10.1K 0.09% 65
2017
Q3 		$134K Hold
1,401
– – 0.09% 66
2017
Q2 		$128K Hold
1,401
– – 0.09% 66
2017
Q1 		$123K Buy
1,401
+177
+14% +$15.6K 0.09% 66
2016
Q4 		$106K Buy
+1,224
New +$93.3K 0.08% 68

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pacific Center for Financial Services's JPM Position: Q2 2026 in Review

Pacific Center for Financial Services increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $621 and bringing the position to 3,126 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #35.

Pacific Center for Financial Services first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.04M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pacific Center for Financial Services held 3,126 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Pacific Center for Financial Services bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.23% of Pacific Center for Financial Services's portfolio in Q2 2026, its #35 holding.
  • Pacific Center for Financial Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Pacific Center for Financial Services's JPMorgan Chase position peaked at $1.04M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.