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Physicians Financial Services’s JPMorgan Chase JPM Stock Holding History

Physicians 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 		$2.69M Hold
8,232
– – 0.67% 40
2026
Q1 		$2.42M Buy
8,232
+455
+6% +$138K 0.66% 35
2025
Q4 		$2.51M Sell
7,777
-90
-1% -$27.9K 0.67% 35
2025
Q3 		$2.48M Buy
7,867
+380
+5% +$113K 0.68% 34
2025
Q2 		$2.17M Sell
7,487
-25
-0.3% -$6.38K 0.65% 38
2025
Q1 		$1.84M Buy
7,512
+165
+2% +$42.1K 0.59% 38
2024
Q4 		$1.76M Sell
7,347
-25
-0.3% -$5.82K 0.53% 43
2024
Q3 		$1.55M Sell
7,372
-350
-5% -$73.7K 0.48% 47
2024
Q2 		$1.56M Buy
7,722
+160
+2% +$31.3K 0.51% 41
2024
Q1 		$1.51M Hold
7,562
– – 0.53% 46
2023
Q4 		$1.29M Sell
7,562
-250
-3% -$37.9K 0.49% 51
2023
Q3 		$1.13M Hold
7,812
– – 0.46% 52
2023
Q2 		$1.14M Sell
7,812
-50
-0.6% -$6.88K 0.45% 56
2023
Q1 		$1.02M Buy
7,862
+285
+4% +$39K 0.43% 59
2022
Q4 		$1.02M Hold
7,577
– – 0.46% 59
2022
Q3 		$792K Sell
7,577
-250
-3% -$28.7K 0.38% 63
2022
Q2 		$881K Buy
7,827
+200
+3% +$24.8K 0.39% 59
2022
Q1 		$1.04M Sell
7,627
-30
-0.4% -$4.43K 0.4% 62
2021
Q4 		$1.21M Sell
7,657
-400
-5% -$65.7K 0.45% 57
2021
Q3 		$1.32M Sell
8,057
-225
-3% -$35.3K 0.53% 54
2021
Q2 		$1.29M Sell
8,282
-520
-6% -$81.7K 0.53% 57
2021
Q1 		$1.34M Buy
8,802
+1,270
+17% +$183K 0.57% 51
2020
Q4 		$957K Sell
7,532
-1,257
-14% -$141K 0.46% 57
2020
Q3 		$846K Buy
8,789
+497
+6% +$48.8K 0.42% 61
2020
Q2 		$780K Buy
8,292
+450
+6% +$42.7K 0.43% 60
2020
Q1 		$706K Buy
7,842
+492
+7% +$59.8K 0.49% 61
2019
Q4 		$1.02M Sell
7,350
-99
-1% -$12.7K 0.55% 53
2019
Q3 		$877K Sell
7,449
-50
-0.7% -$5.66K 0.5% 59
2019
Q2 		$838K Buy
7,499
+465
+7% +$51.3K 0.49% 60
2019
Q1 		$712K Buy
7,034
+651
+10% +$67.1K 0.44% 62
2018
Q4 		$623K Sell
6,383
-670
-9% -$71.4K 0.45% 64
2018
Q3 		$796K Buy
7,053
+201
+3% +$22.8K 0.55% 57
2018
Q2 		$714K Buy
6,852
+115
+2% +$12.6K 0.53% 58
2018
Q1 		$728K Buy
+6,737
New +$763K 0.58% 56
2017
Q1 		– Sell
-2,432
Closed -$156K – 194
2016
Q4 		$156K Buy
2,432
+784
+48% +$59.8K 0.13% 118
2016
Q3 		$109K Sell
1,648
-784
-32% -$51.1K 0.09% 135
2016
Q2 		$151K Buy
2,432
+265
+12% +$16.6K 0.13% 114
2016
Q1 		$128K Buy
2,167
+184
+9% +$10.7K 0.12% 122
2015
Q4 		$131K Buy
+1,983
New +$129K 0.12% 128

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Physicians Financial Services's JPM Position: Q2 2026 in Review

Physicians Financial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,232 shares worth $2.69M. The position accounts for 0.67% of the portfolio, ranked #40.

Physicians Financial Services first reported a position in JPM in Q4 2015 and has held it in 39 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Physicians Financial Services held 8,232 shares of JPMorgan Chase worth $2.69M as of Q2 2026.
  • Physicians Financial Services left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.67% of Physicians Financial Services's portfolio in Q2 2026, its #40 holding.
  • Physicians Financial Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 39 quarters since.
  • 1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.