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Second Half Financial Partners’s JPMorgan Chase JPM Stock Holding History

Second Half Financial 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 		$828K Sell
2,530
-138
-5% -$42.9K 0.34% 36
2026
Q1 		$785K Sell
2,668
-1,705
-39% -$517K 0.35% 36
2025
Q4 		$1.41M Sell
4,373
-56
-1% -$17.3K 0.63% 22
2025
Q3 		$1.4M Buy
4,429
+164
+4% +$48.8K 0.62% 23
2025
Q2 		$1.24M Sell
4,265
-338
-7% -$86.3K 0.58% 25
2025
Q1 		$1.13M Sell
4,603
-8,643
-65% -$2.2M 0.56% 27
2024
Q4 		$3.18M Sell
13,246
-303
-2% -$70.6K 1.55% 13
2024
Q3 		$2.86M Sell
13,549
-6,634
-33% -$1.4M 1.51% 25
2024
Q2 		$4.08M Sell
20,183
-625
-3% -$122K 3.27% 11
2024
Q1 		$4.17M Sell
20,808
-319
-2% -$57.6K 1.85% 20
2023
Q4 		$3.59M Sell
21,127
-176
-0.8% -$26.7K 1.77% 14
2023
Q3 		$3.09M Sell
21,303
-5,281
-20% -$792K 1.54% 15
2023
Q2 		$3.87M Buy
26,584
+23,748
+837% +$3.27M 0.88% 32
2023
Q1 		$370K Sell
2,836
-273
-9% -$37.4K 0.22% 26
2022
Q4 		$435K Sell
3,109
-138
-4% -$17.5K 0.28% 27
2022
Q3 		$339K Buy
3,247
+321
+11% +$36.8K 0.42% 25
2022
Q2 		$445K Hold
2,926
– – 0.34% 47
2022
Q1 		$445K Buy
+2,926
New +$432K 0.34% 47

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Second Half Financial Partners's JPM Position: Q2 2026 in Review

Second Half Financial Partners reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $42.9K and leaving 2,530 shares worth $828K. The position accounts for 0.34% of the portfolio, ranked #36.

Second Half Financial Partners first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.17M in Q1 2024. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Second Half Financial Partners held 2,530 shares of JPMorgan Chase worth $828K as of Q2 2026.
  • Second Half Financial Partners sold 138 JPMorgan Chase shares in Q2 2026, an estimated $42.9K.
  • JPMorgan Chase made up 0.34% of Second Half Financial Partners's portfolio in Q2 2026, its #36 holding.
  • Second Half Financial Partners first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Second Half Financial Partners's JPMorgan Chase position peaked at $4.17M in Q1 2024.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.