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Phoenix Financial’s JPMorgan Chase JPM Stock Holding History

Phoenix Financial’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 		$15.4M Sell
46,994
-10,041
-18% -$3.12M 0.11% 85
2026
Q1 		$16.8M Sell
57,035
-19,558
-26% -$5.94M 0.16% 67
2025
Q4 		$21.2M Buy
76,593
+10,926
+17% +$3.38M 0.23% 60
2025
Q3 		$20.7M Sell
65,667
-11,099
-14% -$3.3M 0.25% 57
2025
Q2 		$22.2M Buy
76,766
+8,912
+13% +$2.27M 0.29% 56
2025
Q1 		$16.7M Sell
67,854
-20,783
-23% -$5.3M 0.26% 69
2024
Q4 		$21.2M Sell
88,637
-9,624
-10% -$2.24M 0.29% 65
2024
Q3 		$20.7M Buy
98,261
+10,344
+12% +$2.18M 0.31% 58
2024
Q2 		$17.7M Sell
87,917
-146,684
-63% -$28.7M 0.27% 62
2024
Q1 		$47M Buy
234,601
+39,424
+20% +$7.11M 0.65% 38
2023
Q4 		$37.3M Buy
195,177
+21,754
+13% +$3.3M 0.62% 44
2023
Q3 		$25.2M Buy
173,423
+17,102
+11% +$2.56M 0.46% 49
2023
Q2 		$22.7M Sell
156,321
-148,963
-49% -$20.5M 0.46% 45
2023
Q1 		$39.8M Sell
305,284
-767,597
-72% -$105M 0.89% 38
2022
Q4 		$144M Buy
1,072,881
+629,377
+142% +$79.7M 2.79% 8
2022
Q3 		$47.1M Sell
443,504
-1,385
-0.3% -$159K 1.04% 34
2022
Q2 		$50.1M Buy
444,889
+72,988
+20% +$9.04M 1.02% 37
2022
Q1 		$50.7M Sell
371,901
-49,709
-12% -$7.34M 0.85% 39
2021
Q4 		$66.8M Sell
421,610
-247,388
-37% -$40.6M 1.1% 28
2021
Q3 		$110M Sell
668,998
-9,712
-1% -$1.52M 1.9% 11
2021
Q2 		$106M Buy
678,710
+396,758
+141% +$62.3M 2.01% 5
2021
Q1 		$42.9M Buy
281,952
+481
+0.2% +$69.2K 0.97% 30
2020
Q4 		$35.7M Buy
281,471
+2,815
+1% +$315K 0.96% 30
2020
Q3 		$25.3M Buy
278,656
+18,076
+7% +$1.78M 1.06% 28
2020
Q2 		$23.3M Buy
260,580
+40,530
+18% +$3.85M 0.99% 34
2020
Q1 		$19.5M Sell
220,050
-16,950
-7% -$2.06M 0.99% 29
2019
Q4 		$32.8M Sell
237,000
-103
-0% -$13.2K 1.37% 18
2019
Q3 		$26.6M Buy
+237,103
New +$26.8M 1.26% 23

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 $3.38T AUM 44.17% 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

Phoenix Financial's JPM Position: Q2 2026 in Review

Phoenix Financial reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $3.12M and leaving 46,994 shares worth $15.4M. The position accounts for 0.11% of the portfolio, ranked #85.

Phoenix Financial first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $144M in Q4 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Phoenix Financial held 46,994 shares of JPMorgan Chase worth $15.4M as of Q2 2026.
  • Phoenix Financial sold 10,041 JPMorgan Chase shares in Q2 2026, an estimated $3.12M.
  • JPMorgan Chase made up 0.11% of Phoenix Financial's portfolio in Q2 2026, its #85 holding.
  • Phoenix Financial first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Phoenix Financial's JPMorgan Chase position peaked at $144M in Q4 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.