Able Wealth Management
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Able Wealth Management’s JPMorgan Chase JPM Stock Holding History

Able Wealth Management’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 		$600K Sell
1,806
-472
-21% -$165K 0.13% 73
2026
Q2 		$746K Buy
2,278
+473
+26% +$147K 0.17% 67
2026
Q1 		$529K Buy
1,805
+146
+9% +$44.3K 0.14% 78
2025
Q4 		$497K Buy
1,659
+145
+10% +$44.9K 0.16% 74
2025
Q3 		$478K Buy
1,514
+71
+5% +$21.1K 0.18% 69
2025
Q2 		$418K Buy
1,443
+53
+4% +$13.5K 0.21% 70
2025
Q1 		$341K Buy
1,390
+2
+0.1% +$510 0.2% 76
2024
Q4 		$333K Buy
1,388
+61
+5% +$14.2K 0.22% 68
2024
Q3 		$280K Buy
1,327
+301
+29% +$63.4K 0.21% 74
2024
Q2 		$208K Sell
1,026
-547
-35% -$107K 0.17% 78
2024
Q1 		$315K Hold
1,573
– – 0.28% 58
2023
Q4 		$268K Buy
+1,573
New +$238K 0.24% 63

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Able Wealth Management's JPM Position: Q3 2026 in Review

Able Wealth Management reduced its JPMorgan Chase (JPM) stake by 21% in Q3 2026, selling an estimated $165K and leaving 1,806 shares worth $600K. The position accounts for 0.13% of the portfolio, ranked #73.

Able Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $746K in Q2 2026. 1,896 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Able Wealth Management held 1,806 shares of JPMorgan Chase worth $600K as of Q3 2026.
  • Able Wealth Management sold 472 JPMorgan Chase shares in Q3 2026, an estimated $165K.
  • JPMorgan Chase made up 0.13% of Able Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Able Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Able Wealth Management's JPMorgan Chase position peaked at $746K in Q2 2026.
  • 1,896 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.