Amplius Wealth Advisors
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Amplius Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Amplius 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 		$2.18M Buy
6,575
+239
+4% +$83.6K 0.15% 53
2026
Q2 		$2.07M Buy
6,336
+776
+14% +$241K 0.15% 55
2026
Q1 		$1.64M Sell
5,560
-45
-0.8% -$13.7K 0.14% 59
2025
Q4 		$1.81M Sell
5,605
-966
-15% -$299K 0.15% 54
2025
Q3 		$2.07M Sell
6,571
-3,078
-32% -$915K 0.18% 51
2025
Q2 		$2.8M Sell
9,649
-1,489
-13% -$380K 0.26% 50
2025
Q1 		$2.73M Sell
11,138
-160
-1% -$40.8K 0.28% 45
2024
Q4 		$2.71M Sell
11,298
-1,068
-9% -$249K 0.28% 44
2024
Q3 		$2.61M Buy
12,366
+179
+1% +$37.7K 0.28% 44
2024
Q2 		$2.46M Sell
12,187
-2,250
-16% -$440K 0.27% 48
2024
Q1 		$2.89M Buy
14,437
+102
+0.7% +$18.4K 0.32% 43
2023
Q4 		$2.44M Buy
14,335
+134
+0.9% +$20.3K 0.29% 47
2023
Q3 		$2.06M Sell
14,201
-3,173
-18% -$476K 0.28% 50
2023
Q2 		$2.53M Buy
17,374
+42
+0.2% +$5.78K 0.34% 45
2023
Q1 		$2.26M Buy
17,332
+91
+0.5% +$12.5K 0.32% 49
2022
Q4 		$2.31M Buy
17,241
+997
+6% +$126K 0.37% 47
2022
Q3 		$1.7M Buy
16,244
+9,911
+156% +$1.14M 0.3% 47
2022
Q2 		$713K Buy
6,333
+114
+2% +$14.1K 0.12% 71
2022
Q1 		$847K Sell
6,219
-550
-8% -$81.2K 0.13% 69
2021
Q4 		$1.07M Buy
+6,769
New +$1.11M 0.15% 66

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Amplius Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q3 2026, buying an estimated $83.6K and bringing the position to 6,575 shares worth $2.18M. The position accounts for 0.15% of the portfolio, ranked #53.

Amplius Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.89M in Q1 2024. 3,331 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Amplius Wealth Advisors held 6,575 shares of JPMorgan Chase worth $2.18M as of Q3 2026.
  • Amplius Wealth Advisors bought 239 JPMorgan Chase shares in Q3 2026, an estimated $83.6K.
  • JPMorgan Chase made up 0.15% of Amplius Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • Amplius Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's JPMorgan Chase position peaked at $2.89M in Q1 2024.
  • 3,331 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.