Ameliora Wealth Management
JPM icon

Ameliora Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ameliora 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 		$4.26M Sell
12,865
-721
-5% -$252K 1.22% 24
2026
Q2 		$4.45M Sell
13,586
-246
-2% -$76.4K 1.32% 22
2026
Q1 		$4.07M Sell
13,832
-299
-2% -$90.7K 1.3% 23
2025
Q4 		$4.55M Buy
14,131
+1,421
+11% +$440K 1.39% 21
2025
Q3 		$4.01M Sell
12,710
-3,054
-19% -$908K 1.33% 20
2025
Q2 		$4.57M Sell
15,764
-7,257
-32% -$1.85M 1.63% 16
2025
Q1 		$5.65M Hold
23,021
– – 2.12% 11
2024
Q4 		$5.52M Buy
23,021
+1,471
+7% +$343K 2.07% 15
2024
Q3 		$4.54M Sell
21,550
-131
-0.6% -$27.6K 1.89% 13
2024
Q2 		$4.39M Sell
21,681
-1,258
-5% -$246K 1.99% 15
2024
Q1 		$4.59M Sell
22,939
-81
-0.4% -$14.6K 2.08% 15
2023
Q4 		$3.92M Buy
23,020
+4,779
+26% +$724K 1.94% 16
2023
Q3 		$2.65M Buy
18,241
+785
+4% +$118K 1.57% 21
2023
Q2 		$2.54M Sell
17,456
-3,447
-16% -$474K 1.57% 20
2023
Q1 		$2.72M Sell
20,903
-9,534
-31% -$1.31M 1.59% 17
2022
Q4 		$4.08M Buy
30,437
+16,819
+124% +$2.13M 2.18% 15
2022
Q3 		$1.41M Buy
+13,618
New +$1.56M 0.76% 41

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Ameliora Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, selling an estimated $252K and leaving 12,865 shares worth $4.26M. The position accounts for 1.22% of the portfolio, ranked #24.

Ameliora Wealth Management first reported a position in JPM in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q1 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ameliora Wealth Management held 12,865 shares of JPMorgan Chase worth $4.26M as of Q3 2026.
  • Ameliora Wealth Management sold 721 JPMorgan Chase shares in Q3 2026, an estimated $252K.
  • JPMorgan Chase made up 1.22% of Ameliora Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Ameliora Wealth Management first reported a position in JPMorgan Chase in Q3 2022 and has held it in 17 quarters since.
  • Ameliora Wealth Management's JPMorgan Chase position peaked at $5.65M in Q1 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.