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Aletheian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Aletheian 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 		$991K Buy
2,996
+36
+1% +$12.6K 0.4% 43
2026
Q2 		$969K Buy
2,960
+235
+9% +$73K 0.41% 42
2026
Q1 		$802K Buy
+2,725
New +$827K 0.39% 44
2025
Q3 		$944K Sell
2,994
-59
-2% -$17.5K 0.44% 41
2025
Q2 		$885K Sell
3,053
-131
-4% -$33.4K 0.44% 41
2025
Q1 		$781K Buy
3,184
+315
+11% +$80.3K 0.44% 46
2024
Q4 		$688K Buy
2,869
+172
+6% +$40.1K 0.41% 47
2024
Q3 		$569K Sell
2,697
-3,987
-60% -$840K 0.33% 49
2024
Q2 		$1.35M Sell
6,684
-242
-3% -$47.3K 0.71% 32
2024
Q1 		$1.39M Buy
6,926
+1,225
+21% +$221K 0.75% 32
2023
Q4 		$970K Sell
5,701
-266
-4% -$40.3K 0.64% 39
2023
Q3 		$865K Sell
5,967
-336
-5% -$50.4K 0.66% 41
2023
Q2 		$917K Buy
6,303
+4,510
+252% +$620K 0.63% 40
2023
Q1 		$234K Buy
1,793
+295
+20% +$40.4K 0.21% 58
2022
Q4 		$201K Buy
+1,498
New +$190K 0.17% 81

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q3 2026, buying an estimated $12.6K and bringing the position to 2,996 shares worth $991K. The position accounts for 0.4% of the portfolio, ranked #43.

Aletheian Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q1 2024. 244 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Aletheian Wealth Advisors held 2,996 shares of JPMorgan Chase worth $991K as of Q3 2026.
  • Aletheian Wealth Advisors bought 36 JPMorgan Chase shares in Q3 2026, an estimated $12.6K.
  • JPMorgan Chase made up 0.4% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Aletheian Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Aletheian Wealth Advisors's JPMorgan Chase position peaked at $1.39M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.