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
+$914.2M
Total Shares Change
+1.4M
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 3.1M |
+3.3% |
| $914.6M |
| 1.0% |
| $300.26 |
52 |
| 2025-Q4 | Increased | 3M | +27.1% | $967.9M | 1.1% | $321.97 | 62 |
| 2025-Q3 | Increased | 2.4M | +3.8% | $746.6M | 1.2% | $312.75 | 52 |
| 2025-Q2 | Increased | 2.3M | +2.1% | $661M | 1.4% | $283.07 | 51 |
| 2025-Q1 | Decreased | 2.2M | -0.9% | $547.5M | 1.4% | $237.97 | 0 |
| 2024-Q4 | Increased | 2.3M | +49.2% | $540.1M | 1.4% | $233.31 | 68 |
| 2024-Q3 | Decreased | 1.5M | -12.7% | $318.4M | 1.0% | $203.96 | 0 |
| 2024-Q2 | Increased | 1.7M | +112.2% | $349,742 | 1.2% | $194.90 | 60 |