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

Act 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 		$269K Sell
812
-30
-4% -$10.5K 0.08% 52
2026
Q2 		$276K Sell
842
-50
-6% -$15.5K 0.08% 52
2026
Q1 		$262K Sell
892
-10
-1% -$3.04K 0.09% 50
2025
Q4 		$291K Sell
902
-5
-0.6% -$1.55K 0.1% 44
2025
Q3 		$286K Sell
907
-135
-13% -$40.2K 0.1% 40
2025
Q2 		$302K Sell
1,042
-84
-7% -$21.4K 0.13% 37
2025
Q1 		$276K Sell
1,126
-58
-5% -$14.8K 0.13% 36
2024
Q4 		$284K Sell
1,184
-118
-9% -$27.5K 0.13% 35
2024
Q3 		$275K Sell
1,302
-278
-18% -$58.6K 0.12% 33
2024
Q2 		$320K Buy
1,580
+10
+0.6% +$1.96K 0.16% 26
2024
Q1 		$314K Sell
1,570
-603
-28% -$109K 0.16% 25
2023
Q4 		$370K Sell
2,173
-11
-0.5% -$1.67K 0.2% 24
2023
Q3 		$317K Buy
2,184
+34
+2% +$5.1K 0.21% 21
2023
Q2 		$313K Sell
2,150
-133
-6% -$18.3K 0.18% 23
2023
Q1 		$298K Buy
2,283
+72
+3% +$9.9K 0.18% 23
2022
Q4 		$296K Buy
2,211
+8
+0.4% +$1.01K 0.19% 24
2022
Q3 		$230K Sell
2,203
-422
-16% -$48.4K 0.16% 28
2022
Q2 		$296K Sell
2,625
-161
-6% -$19.9K 0.19% 23
2022
Q1 		$380K Buy
2,786
+37
+1% +$5.46K 0.22% 23
2021
Q4 		$435K Buy
2,749
+559
+26% +$91.8K 0.25% 20
2021
Q3 		$341K Hold
2,190
– – 0.21% 22
2021
Q2 		$341K Sell
2,190
-50
-2% -$7.85K 0.21% 23
2021
Q1 		$341K Sell
2,240
-236
-10% -$34K 0.22% 21
2020
Q4 		$315K Buy
+2,476
New +$277K 0.2% 20

Other funds holding JPM

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Act Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, selling an estimated $10.5K and leaving 812 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #52.

Act Wealth Management first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $435K in Q4 2021. 2,158 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Act Wealth Management held 812 shares of JPMorgan Chase worth $269K as of Q3 2026.
  • Act Wealth Management sold 30 JPMorgan Chase shares in Q3 2026, an estimated $10.5K.
  • JPMorgan Chase made up 0.08% of Act Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Act Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's JPMorgan Chase position peaked at $435K in Q4 2021.
  • 2,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.