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JPM
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Position history for Focus Partners Wealth's holdings in JPMORGAN CHASE & CO

Focus Partners Wealth holds 3.1M shares of JPM (JPMORGAN CHASE & CO), worth $914.6M as of 2026-Q1. The position was increased (+3.3% shares). JPM represents 1.0% of Focus Partners Wealth's portfolio.

Current Value

$914.6M

Current Shares

3.1M

Total Value Change

+$564.8M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.1M
+3.3%
$914.6M1.0%$300.26
52
2025-Q4
Increased
3M
+27.1%
$967.9M1.1%$321.97
62
2025-Q3
Increased
2.4M
+3.8%
$746.6M1.2%$312.75
52
2025-Q2
Increased
2.3M
+2.1%
$661M1.4%$283.07
51
2025-Q1
Decreased
2.2M
-0.9%
$547.5M1.4%$237.97
0
2024-Q4
Increased
2.3M
+49.2%
$540.1M1.4%$233.31
68
2024-Q3
Decreased
1.5M
-12.7%
$318.4M1.0%$203.96
0
2024-Q2
Increased
1.7M
+112.2%
$349.7M1.2%$194.90
79

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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