Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s JPMorgan Chase JPM Stock Holding History

Ashton Thomas Private Wealth’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 		$35.7M Buy
108,004
+3,015
+3% +$1.05M 0.72% 23
2026
Q2 		$34.4M Buy
104,989
+2,015
+2% +$626K 0.72% 24
2026
Q1 		$30.3M Sell
102,974
-1,583
-2% -$480K 0.72% 25
2025
Q4 		$33.7M Sell
104,557
-10,059
-9% -$3.11M 0.82% 21
2025
Q3 		$36.2M Buy
114,616
+28,913
+34% +$8.6M 0.94% 16
2025
Q2 		$24.8M Sell
85,703
-1,270
-1% -$324K 0.88% 19
2025
Q1 		$21.3M Buy
86,973
+3,960
+5% +$1.01M 0.82% 20
2024
Q4 		$19.9M Buy
83,013
+6,453
+8% +$1.5M 0.77% 23
2024
Q3 		$16.1M Sell
76,560
-72
-0.1% -$15.2K 0.85% 25
2024
Q2 		$15.5M Buy
76,632
+466
+0.6% +$91.1K 0.85% 23
2024
Q1 		$15.3M Buy
76,166
+2,221
+3% +$401K 0.87% 21
2023
Q4 		$12.6M Buy
73,945
+623
+0.8% +$94.4K 0.79% 23
2023
Q3 		$10.6M Buy
73,322
+94
+0.1% +$14.1K 0.78% 23
2023
Q2 		$10.7M Buy
73,228
+9,359
+15% +$1.29M 0.81% 18
2023
Q1 		$8.32M Sell
63,869
-3,049
-5% -$418K 0.73% 25
2022
Q4 		$8.97M Buy
66,918
+1,365
+2% +$173K 0.89% 18
2022
Q3 		$6.85M Buy
65,553
+9,105
+16% +$1.04M 0.77% 24
2022
Q2 		$6.36M Buy
56,448
+1,984
+4% +$246K 0.69% 30
2022
Q1 		$7.42M Buy
54,464
+16,612
+44% +$2.45M 0.65% 30
2021
Q4 		$5.99M Buy
37,852
+19,543
+107% +$3.21M 0.58% 39
2021
Q3 		$3M Buy
18,309
+2,905
+19% +$455K 0.43% 57
2021
Q2 		$2.4M Buy
15,404
+216
+1% +$33.9K 0.37% 74
2021
Q1 		$2.31M Sell
15,188
-1,095
-7% -$158K 0.39% 68
2020
Q4 		$2.07M Buy
16,283
+872
+6% +$97.5K 0.4% 69
2020
Q3 		$1.48M Buy
15,411
+6,754
+78% +$663K 0.37% 71
2020
Q2 		$814K Buy
8,657
+1,729
+25% +$164K 0.24% 110
2020
Q1 		$624K Sell
6,928
-1,605
-19% -$195K 0.26% 105
2019
Q4 		$1.19M Buy
8,533
+2,545
+43% +$326K 0.39% 75
2019
Q3 		$705K Buy
5,988
+169
+3% +$19.1K 0.29% 83
2019
Q2 		$651K Buy
5,819
+530
+10% +$58.4K 0.25% 87
2019
Q1 		$535K Buy
+5,289
New +$545K 0.22% 93

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

Ashton Thomas Private Wealth's JPM Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its JPMorgan Chase (JPM) stake by 2.9% in Q3 2026, buying an estimated $1.05M and bringing the position to 108,004 shares worth $35.7M. The position accounts for 0.72% of the portfolio, ranked #23.

Ashton Thomas Private Wealth first reported a position in JPM in Q1 2019 and has held it in 31 quarters since. The position peaked at $36.2M in Q3 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ashton Thomas Private Wealth held 108,004 shares of JPMorgan Chase worth $35.7M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 3,015 JPMorgan Chase shares in Q3 2026, an estimated $1.05M.
  • JPMorgan Chase made up 0.72% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #23 holding.
  • Ashton Thomas Private Wealth first reported a position in JPMorgan Chase in Q1 2019 and has held it in 31 quarters since.
  • Ashton Thomas Private Wealth's JPMorgan Chase position peaked at $36.2M in Q3 2025.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.