SEC 13F Intelligence

Focus Partners Wealth / JPM

Focus Partners Wealth’s Jpmorgan Chase & Co Position

Does Focus Partners Wealth own Jpmorgan Chase & Co (JPM)? Yes — 3.11M shares worth $915M (+1.02% of its 13F portfolio) as of Q1 2026, up from 3.01M shares the prior filed quarter.

Position Value
$915M
Q1 2026
Shares
3.11M
% of Portfolio
+1.02%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $94,710Q4 ’23Q1 ’24: $163,217Q2 ’24: $349,742Q2 ’24Q3 ’24: $318MQ4 ’24: $540MQ4 ’24Q1 ’25: $1.1BQ2 ’25: $661MQ2 ’25Q3 ’25: $747MQ4 ’25: $968MQ4 ’25Q1 ’26: $915Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.11M$915M+1.02%
Q4 20253.01M$968M+1.10%
Q3 20252.37M$747M+1.20%
Q2 20252.28M$661M+1.43%
Q1 20254.49M$1.1B+1.39%
Q4 20242.17M$540M+1.40%
Q3 20241.51M$318M+1.01%
Q2 20241.73M$349,742+1.18%
Q1 2024814.9K$163,217+1.33%
Q4 2023556.8K$94,710+1.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Focus Partners Wealth’s full portfolio or all institutional holders of JPM.