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Aurora Private Wealth’s JPMorgan Chase JPM Stock Holding History

Aurora 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 		$1.58M Buy
4,775
+37
+0.8% +$12.9K 1% 27
2026
Q2 		$1.55M Sell
4,738
-215
-4% -$66.8K 0.98% 28
2026
Q1 		$1.59M Hold
4,953
– – 1.13% 21
2025
Q4 		$1.6M Buy
+4,953
New +$1.53M 1.05% 25
2025
Q2 		$1.45M Buy
5,001
+99
+2% +$25.3K 1.07% 21
2025
Q1 		$1.2M Sell
4,902
-173
-3% -$44.1K 0.96% 27
2024
Q4 		$1.22M Buy
5,075
+137
+3% +$31.9K 0.91% 29
2024
Q3 		$1.04M Buy
4,938
+11
+0.2% +$2.32K 0.82% 31
2024
Q2 		$997K Sell
4,927
-956
-16% -$187K 0.87% 29
2024
Q1 		$1.17M Sell
5,883
-134
-2% -$24.2K 1.01% 26
2023
Q4 		$1.02M Buy
6,017
+22
+0.4% +$3.33K 0.96% 26
2023
Q3 		$869K Sell
5,995
-506
-8% -$75.9K 0.96% 28
2023
Q2 		$945K Sell
6,501
-120
-2% -$16.5K 1.07% 23
2023
Q1 		$863K Buy
6,621
+762
+13% +$104K 0.92% 30
2022
Q4 		$786K Sell
5,859
-1,043
-15% -$132K 0.9% 32
2022
Q3 		$721K Buy
6,902
+816
+13% +$93.6K 0.33% 50
2022
Q2 		$685K Buy
6,086
+169
+3% +$20.9K 0.31% 57
2022
Q1 		$807K Buy
5,917
+263
+5% +$38.8K 0.33% 57
2021
Q4 		$895K Buy
5,654
+122
+2% +$20K 0.39% 50
2021
Q3 		$906K Buy
5,532
+334
+6% +$52.4K 0.37% 58
2021
Q2 		$809K Buy
5,198
+26
+0.5% +$4.08K 0.32% 69
2021
Q1 		$787K Sell
5,172
-1,082
-17% -$156K 0.33% 66
2020
Q4 		$795K Buy
6,254
+84
+1% +$9.39K 0.34% 68
2020
Q3 		$594K Buy
6,170
+36
+0.6% +$3.54K 0.25% 75
2020
Q2 		$577K Sell
6,134
-3,971
-39% -$377K 0.27% 69
2020
Q1 		$910K Buy
10,105
+4,134
+69% +$502K 0.32% 69
2019
Q4 		$832K Buy
+5,971
New +$766K 0.29% 63

Other funds holding JPM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Aurora Private Wealth's JPM Position: Q3 2026 in Review

Aurora Private Wealth increased its JPMorgan Chase (JPM) stake by 0.78% in Q3 2026, buying an estimated $12.9K and bringing the position to 4,775 shares worth $1.58M. The position accounts for 1% of the portfolio, ranked #27.

Aurora Private Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.6M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Aurora Private Wealth held 4,775 shares of JPMorgan Chase worth $1.58M as of Q3 2026.
  • Aurora Private Wealth bought 37 JPMorgan Chase shares in Q3 2026, an estimated $12.9K.
  • JPMorgan Chase made up 1% of Aurora Private Wealth's portfolio in Q3 2026, its #27 holding.
  • Aurora Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's JPMorgan Chase position peaked at $1.6M in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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