STACKSTONE WEALTH, LLC’s JPMorgan Chase JPM Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$11.6M	Buy	+35,044	New	+$12.3M	1.14%	23

Other funds holding JPM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's JPM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 35,044 shares worth $11.6M. The stake represents 1.14% of the portfolio and ranks #23 among its holdings.

1,138 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

STACKSTONE WEALTH, LLC held 35,044 shares of JPMorgan Chase worth $11.6M as of Q3 2026.
JPMorgan Chase was a new STACKSTONE WEALTH, LLC position in Q3 2026.
JPMorgan Chase made up 1.14% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #23 holding.
1,138 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.