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

Activest 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 		$955K Buy
2,888
+156
+6% +$54.6K 0.18% 46
2026
Q2 		$894K Sell
2,732
-3,856
-59% -$1.2M 0.17% 48
2026
Q1 		$1.94M Buy
6,588
+1,972
+43% +$598K 0.34% 37
2025
Q4 		$1.49M Sell
4,616
-1,661
-26% -$514K 0.28% 39
2025
Q3 		$1.98M Buy
6,277
+1,256
+25% +$374K 0.4% 33
2025
Q2 		$1.46M Sell
5,021
-102
-2% -$26K 0.35% 34
2025
Q1 		$1.26M Buy
5,123
+392
+8% +$100K 0.34% 41
2024
Q4 		$1.13M Sell
4,731
-334
-7% -$77.8K 0.32% 40
2024
Q3 		$1.07M Buy
5,065
+597
+13% +$126K 0.33% 38
2024
Q2 		$904K Buy
4,468
+4,431
+11,976% +$866K 0.3% 40
2024
Q1 		$7.48K Sell
37
-399
-92% -$72K ﹤0.01% 238
2023
Q4 		$74.1K Buy
436
+400
+1,111% +$60.6K 0.04% 72
2023
Q3 		$5.17K Sell
36
-71
-66% -$10.6K ﹤0.01% 224
2023
Q2 		$13.9K Buy
107
+5
+5% +$688 0.01% 146
2023
Q1 		$13.1K Sell
102
-12,895
-99% -$1.77M 0.01% 147
2022
Q4 		$1.75M Sell
12,997
-470
-3% -$59.6K 0.52% 21
2022
Q3 		$1.41M Buy
13,467
+13,366
+13,234% +$1.53M 0.46% 22
2022
Q2 		$11K Buy
101
+7
+7% +$867 0.01% 196
2022
Q1 		$13K Buy
94
+74
+370% +$10.9K 0.01% 183
2021
Q4 		$3K Sell
20
-411
-95% -$67.5K ﹤0.01% 285
2021
Q3 		$71K Buy
431
+319
+285% +$50K 0.05% 100
2021
Q2 		$17K Sell
112
-275
-71% -$43.2K 0.01% 159
2021
Q1 		$59K Buy
+387
New +$55.7K 0.05% 90

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

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

Activest Wealth Management increased its JPMorgan Chase (JPM) stake by 5.7% in Q3 2026, buying an estimated $54.6K and bringing the position to 2,888 shares worth $955K. The position accounts for 0.18% of the portfolio, ranked #46.

Activest Wealth Management first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.98M in Q3 2025. 2,084 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Activest Wealth Management held 2,888 shares of JPMorgan Chase worth $955K as of Q3 2026.
  • Activest Wealth Management bought 156 JPMorgan Chase shares in Q3 2026, an estimated $54.6K.
  • JPMorgan Chase made up 0.18% of Activest Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Activest Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's JPMorgan Chase position peaked at $1.98M in Q3 2025.
  • 2,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.