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PFS Partners’s JPMorgan Chase JPM Stock Holding History

PFS 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 		$673K Buy
2,057
+1,051
+104% +$326K 0.27% 38
2026
Q1 		$296K Sell
1,006
-39
-4% -$11.8K 0.14% 64
2025
Q4 		$337K Buy
1,045
+56
+6% +$17.3K 0.15% 59
2025
Q3 		$312K Sell
989
-61
-6% -$18.1K 0.15% 54
2025
Q2 		$304K Buy
1,050
+95
+10% +$24.2K 0.15% 48
2025
Q1 		$234K Buy
955
+1
+0.1% +$255 0.12% 59
2024
Q4 		$229K Sell
954
-21
-2% -$4.89K 0.12% 62
2024
Q3 		$206K Sell
975
-49
-5% -$10.3K 0.12% 62
2024
Q2 		$207K Sell
1,024
-78
-7% -$15.2K 0.13% 60
2024
Q1 		$221K Buy
1,102
+2
+0.2% +$361 0.15% 55
2023
Q4 		$187K Buy
1,100
+2
+0.2% +$303 0.13% 56
2023
Q3 		$159K Sell
1,098
-155
-12% -$23.2K 0.14% 46
2023
Q2 		$182K Sell
1,253
-17
-1% -$2.34K 0.15% 44
2023
Q1 		$166K Buy
1,270
+270
+27% +$37K 0.16% 43
2022
Q4 		$134K Sell
1,000
-498
-33% -$63.1K 0.14% 46
2022
Q3 		$157K Buy
1,498
+501
+50% +$57.5K 0.17% 38
2022
Q2 		$112K Buy
997
+2
+0.2% +$248 0.11% 55
2022
Q1 		$136K Buy
995
+1
+0.1% +$148 0.12% 53
2021
Q4 		$157K Buy
+994
New +$163K 0.12% 50

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

PFS Partners's JPM Position: Q2 2026 in Review

PFS Partners increased its JPMorgan Chase (JPM) stake by 104% in Q2 2026, buying an estimated $326K and bringing the position to 2,057 shares worth $673K. The position accounts for 0.27% of the portfolio, ranked #38.

PFS Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PFS Partners held 2,057 shares of JPMorgan Chase worth $673K as of Q2 2026.
  • PFS Partners bought 1,051 JPMorgan Chase shares in Q2 2026, an estimated $326K.
  • JPMorgan Chase made up 0.27% of PFS Partners's portfolio in Q2 2026, its #38 holding.
  • PFS Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.