A4 Wealth Advisors
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A4 Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

A4 Wealth 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 		$808K Sell
2,442
-3,270
-57% -$1.14M 0.53% 34
2026
Q2 		$1.87M Buy
5,712
+531
+10% +$165K 1.24% 19
2026
Q1 		$1.52M Buy
5,181
+24
+0.5% +$7.28K 1.25% 20
2025
Q4 		$1.66M Sell
5,157
-71
-1% -$22K 1.44% 15
2025
Q3 		$1.65M Buy
+5,228
New +$1.55M 1.39% 18

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

A4 Wealth Advisors's JPM Position: Q3 2026 in Review

A4 Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 57% in Q3 2026, selling an estimated $1.14M and leaving 2,442 shares worth $808K. The position accounts for 0.53% of the portfolio, ranked #34.

A4 Wealth Advisors first reported a position in JPM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q2 2026. 3,210 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • A4 Wealth Advisors held 2,442 shares of JPMorgan Chase worth $808K as of Q3 2026.
  • A4 Wealth Advisors sold 3,270 JPMorgan Chase shares in Q3 2026, an estimated $1.14M.
  • JPMorgan Chase made up 0.53% of A4 Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • A4 Wealth Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's JPMorgan Chase position peaked at $1.87M in Q2 2026.
  • 3,210 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.