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Aaron Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Aaron 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 		$12.2M Buy
36,821
+1,042
+3% +$364K 0.6% 26
2026
Q2 		$11.7M Buy
35,779
+838
+2% +$260K 0.59% 27
2026
Q1 		$10.3M Sell
34,941
-5,277
-13% -$1.6M 0.58% 30
2025
Q4 		$13M Buy
40,218
+6,657
+20% +$2.06M 0.71% 24
2025
Q3 		$10.6M Buy
33,561
+11,942
+55% +$3.55M 0.63% 25
2025
Q2 		$6.27M Buy
21,619
+1,428
+7% +$364K 0.64% 27
2025
Q1 		$4.95M Buy
20,191
+1,218
+6% +$311K 0.57% 29
2024
Q4 		$4.55M Buy
18,973
+517
+3% +$120K 0.53% 32
2024
Q3 		$3.89M Buy
18,456
+2,564
+16% +$540K 0.46% 33
2024
Q2 		$3.21M Buy
15,892
+228
+1% +$44.6K 0.45% 34
2024
Q1 		$3.14M Buy
15,664
+4,109
+36% +$741K 0.45% 34
2023
Q4 		$1.97M Sell
11,555
-73
-0.6% -$11.1K 0.33% 42
2023
Q3 		$1.69M Buy
11,628
+215
+2% +$32.2K 0.22% 67
2023
Q2 		$1.66M Buy
11,413
+516
+5% +$71K 0.22% 70
2023
Q1 		$1.42M Sell
10,897
-93
-0.8% -$12.7K 0.2% 80
2022
Q4 		$1.47M Buy
10,990
+6,921
+170% +$877K 0.22% 75
2022
Q3 		$425K Sell
4,069
-438
-10% -$50.3K 0.08% 129
2022
Q2 		$507K Buy
4,507
+1,140
+34% +$141K 0.13% 100
2022
Q1 		$459K Sell
3,367
-184
-5% -$27.2K 0.11% 112
2021
Q4 		$562K Buy
3,551
+479
+16% +$78.7K 0.16% 89
2021
Q3 		$502K Buy
3,072
+142
+5% +$22.3K 0.14% 88
2021
Q2 		$455K Buy
2,930
+581
+25% +$91.2K 0.15% 96
2021
Q1 		$357K Sell
2,349
-1,291
-35% -$186K 0.13% 109
2020
Q4 		$462K Buy
+3,640
New +$407K 0.17% 84

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Aaron Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.9% in Q3 2026, buying an estimated $364K and bringing the position to 36,821 shares worth $12.2M. The position accounts for 0.6% of the portfolio, ranked #26.

Aaron Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $13M in Q4 2025. 656 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Aaron Wealth Advisors held 36,821 shares of JPMorgan Chase worth $12.2M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,042 JPMorgan Chase shares in Q3 2026, an estimated $364K.
  • JPMorgan Chase made up 0.6% of Aaron Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Aaron Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's JPMorgan Chase position peaked at $13M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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