B.A. Schrock Wealth Management, Inc.’s JPMorgan Chase JPM Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$2.3M	Buy	+6,899	New	+$2.41M	0.84%	39

Other funds holding JPM

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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

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s JPM Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in JPMorgan Chase (JPM) in Q3 2026: 6,899 shares worth $2.3M. The stake represents 0.84% of the portfolio and ranks #39 among its holdings.

794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 6,899 shares of JPMorgan Chase worth $2.3M as of Q3 2026.
JPMorgan Chase was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
JPMorgan Chase made up 0.84% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #39 holding.
794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.