Avid Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Avid Wealth Partners’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	$742K	Buy	2,244 +33	+1%	+$11.5K	0.34%	35
2026 Q2	$724K	Sell	2,211 -151	-6%	-$46.9K	0.35%	36
2026 Q1	$695K	Buy	2,362 +261	+12%	+$79.2K	0.33%	39
2025 Q4	$677K	Buy	2,101 +427	+26%	+$132K	0.33%	38
2025 Q3	$528K	Buy	1,674 +99	+6%	+$29.4K	0.26%	38
2025 Q2	$457K	Buy	1,575 +122	+8%	+$31.1K	0.26%	36
2025 Q1	$356K	Buy	1,453 +264	+22%	+$67.3K	0.24%	39
2024 Q4	$285K	Buy	1,189 +90	+8%	+$21K	0.2%	38
2024 Q3	$232K	Hold	1,099	–	–	0.16%	35
2024 Q2	$222K	Buy	+1,099	New	+$215K	0.17%	36

Other funds holding JPM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Avid Wealth Partners's JPM Position: Q3 2026 in Review

Avid Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, buying an estimated $11.5K and bringing the position to 2,244 shares worth $742K. The position accounts for 0.34% of the portfolio, ranked #35.

Avid Wealth Partners first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. 2,844 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Avid Wealth Partners held 2,244 shares of JPMorgan Chase worth $742K as of Q3 2026.
Avid Wealth Partners bought 33 JPMorgan Chase shares in Q3 2026, an estimated $11.5K.
JPMorgan Chase made up 0.34% of Avid Wealth Partners's portfolio in Q3 2026, its #35 holding.
Avid Wealth Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
2,844 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.