Ownership history in Focus Partners Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,007,563 | +640,513 | +27.1% | 1.10% | $967.9M | $320.77 |
| 2025 Q3 | ADDED | 2,367,050 | +87,074 | +3.8% | 1.20% | $746.6M | $312.49 |
| 2025 Q2 | ADDED | 2,279,976 | +47,902 | +2.1% | 1.43% | $661.0M | $285.83 |
| 2025 Q1 | ADDED | 2,232,074 | +62,416 | +2.9% | 1.37% | $547.5M | $240.37 |
| 2024 Q4 | ADDED | 2,169,658 | +659,722 | +43.7% | 1.40% | $540.1M | $233.69 |
| 2024 Q3 | REDUCED | 1,509,936 | -219,235 | -12.7% | 1.01% | $318.4M | $204.31 |
| 2024 Q2 | ADDED | 1,729,171 | +914,311 | +112.2% | 1.18% | $349.7M | $194.90 |
| 2024 Q1 | ADDED | 814,860 | +258,067 | +46.3% | 1.33% | $163.2M | $191.89 |
| 2023 Q4 | INITIATED | 556,793 | — | — | 1.24% | $94.7M | — |
As of 2025 Q4 — sorted by position size