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PFG Investments’s JPMorgan Chase JPM Stock Holding History

PFG Investments’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 		$23.8M Buy
72,804
+1,903
+3% +$591K 0.92% 18
2026
Q1 		$20.9M Buy
70,901
+2,752
+4% +$835K 0.97% 16
2025
Q4 		$22M Buy
68,149
+615
+0.9% +$190K 1.03% 14
2025
Q3 		$21.3M Sell
67,534
-30
-0% -$8.92K 1.11% 9
2025
Q2 		$19.6M Sell
67,564
-977
-1% -$249K 1.15% 9
2025
Q1 		$16.8M Sell
68,541
-1,446
-2% -$369K 1.08% 13
2024
Q4 		$16.8M Sell
69,987
-124
-0.2% -$28.9K 1.04% 10
2024
Q3 		$14.8M Buy
70,111
+733
+1% +$154K 0.95% 13
2024
Q2 		$14M Sell
69,378
-403
-0.6% -$78.8K 1% 13
2024
Q1 		$14M Buy
69,781
+45,219
+184% +$8.16M 0.84% 12
2023
Q4 		$4.18M Buy
24,562
+436
+2% +$66.1K 0.78% 17
2023
Q3 		$3.5M Buy
24,126
+2,459
+11% +$369K 0.66% 24
2023
Q2 		$3.15M Buy
21,667
+3,388
+19% +$466K 0.56% 31
2023
Q1 		$2.38M Buy
+18,279
New +$2.5M 0.48% 39

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 22.94% 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

PFG Investments's JPM Position: Q2 2026 in Review

PFG Investments increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $591K and bringing the position to 72,804 shares worth $23.8M. The position accounts for 0.92% of the portfolio, ranked #18.

PFG Investments first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 2,948 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PFG Investments held 72,804 shares of JPMorgan Chase worth $23.8M as of Q2 2026.
  • PFG Investments bought 1,903 JPMorgan Chase shares in Q2 2026, an estimated $591K.
  • JPMorgan Chase made up 0.92% of PFG Investments's portfolio in Q2 2026, its #18 holding.
  • PFG Investments first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 2,948 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.