Abound Wealth Management
JPM icon

Abound Wealth Management’s JPMorgan Chase JPM Stock Holding History

Abound 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 		$1.12M Sell
3,390
-130
-4% -$45.5K 0.21% 40
2026
Q2 		$1.15M Sell
3,520
-250
-7% -$77.6K 0.23% 33
2026
Q1 		$1.11M Buy
3,770
+113
+3% +$34.3K 0.25% 34
2025
Q4 		$1.18M Buy
3,657
+93
+3% +$28.8K 0.28% 34
2025
Q3 		$1.12M Buy
3,564
+98
+3% +$29.1K 0.28% 32
2025
Q2 		$1M Buy
3,466
+162
+5% +$41.3K 0.28% 31
2025
Q1 		$811K Sell
3,304
-5
-0.2% -$1.28K 0.27% 30
2024
Q4 		$793K Buy
3,309
+33
+1% +$7.69K 0.25% 32
2024
Q3 		$691K Buy
3,276
+40
+1% +$8.42K 0.23% 34
2024
Q2 		$654K Buy
3,236
+1,788
+123% +$350K 0.24% 33
2024
Q1 		$290K Buy
1,448
+184
+15% +$33.2K 0.11% 47
2023
Q4 		$215K Buy
1,264
+73
+6% +$11.1K 0.09% 54
2023
Q3 		$173K Sell
1,191
-12
-1% -$1.8K 0.07% 57
2023
Q2 		$175K Buy
1,203
+134
+13% +$18.4K 0.07% 57
2023
Q1 		$139K Buy
1,069
+94
+10% +$12.9K 0.06% 59
2022
Q4 		$131K Buy
975
+29
+3% +$3.67K 0.06% 57
2022
Q3 		$98.9K Buy
946
+116
+14% +$13.3K 0.05% 60
2022
Q2 		$93.5K Sell
830
-12
-1% -$1.49K 0.05% 50
2022
Q1 		$115K Sell
842
-96
-10% -$14.2K 0.08% 50
2021
Q4 		$148K Buy
+938
New +$154K 0.12% 43

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Abound Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.7% in Q3 2026, selling an estimated $45.5K and leaving 3,390 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #40.

Abound Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2025. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Abound Wealth Management held 3,390 shares of JPMorgan Chase worth $1.12M as of Q3 2026.
  • Abound Wealth Management sold 130 JPMorgan Chase shares in Q3 2026, an estimated $45.5K.
  • JPMorgan Chase made up 0.21% of Abound Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Abound Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Abound Wealth Management's JPMorgan Chase position peaked at $1.18M in Q4 2025.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.