4Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

4Wealth Advisors’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	$441K	Sell	1,317 -1,493	-53%	-$522K	0.31%	78
2026 Q2	$926K	Buy	2,810 +435	+18%	+$135K	0.71%	40
2026 Q1	$674K	Buy	2,375 +82	+4%	+$24.9K	0.58%	56
2025 Q4	$739K	Buy	2,293 +19	+0.8%	+$5.88K	0.63%	50
2025 Q3	$717K	Buy	2,274 +18	+0.8%	+$5.35K	0.64%	48
2025 Q2	$654K	Sell	2,256 -39	-2%	-$10K	0.66%	48
2025 Q1	$563K	Sell	2,295 -219	-9%	-$55.8K	0.61%	56
2024 Q4	$603K	Buy	+2,514	New	+$586K	0.6%	51

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

4Wealth Advisors's JPM Position: Q3 2026 in Review

4Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 53% in Q3 2026, selling an estimated $522K and leaving 1,317 shares worth $441K. The position accounts for 0.31% of the portfolio, ranked #78.

4Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $926K in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

4Wealth Advisors held 1,317 shares of JPMorgan Chase worth $441K as of Q3 2026.
4Wealth Advisors sold 1,493 JPMorgan Chase shares in Q3 2026, an estimated $522K.
JPMorgan Chase made up 0.31% of 4Wealth Advisors's portfolio in Q3 2026, its #78 holding.
4Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's JPMorgan Chase position peaked at $926K in Q2 2026.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.