Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s JPMorgan Chase JPM Stock Holding History

Baker Tilly 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 		$2.65M Sell
8,011
-262
-3% -$91.6K 0.52% 43
2026
Q2 		$2.71M Sell
8,273
-86
-1% -$26.7K 0.58% 38
2026
Q1 		$2.46M Sell
8,359
-869
-9% -$264K 0.6% 38
2025
Q4 		$2.97M Sell
9,228
-462
-5% -$143K 0.73% 32
2025
Q3 		$3.06M Sell
9,690
-18
-0.2% -$5.35K 0.69% 34
2025
Q2 		$2.81M Sell
9,708
-1,749
-15% -$446K 1.01% 20
2025
Q1 		$2.81M Buy
11,457
+172
+2% +$43.8K 1.1% 18
2024
Q4 		$2.71M Buy
11,285
+459
+4% +$107K 1.06% 20
2024
Q3 		$2.28M Sell
10,826
-1,759
-14% -$371K 1.01% 18
2024
Q2 		$2.55M Sell
12,585
-5,915
-32% -$1.16M 1.04% 15
2024
Q1 		$3.71M Sell
18,500
-1,939
-9% -$350K 0.67% 25
2023
Q4 		$3.48M Sell
20,439
-2,204
-10% -$334K 0.57% 32
2023
Q3 		$3.28M Sell
22,643
-20,641
-48% -$3.09M 0.54% 34
2023
Q2 		$6.3M Sell
43,284
-1,746
-4% -$240K 0.66% 31
2023
Q1 		$5.87M Buy
45,030
+9,647
+27% +$1.32M 0.66% 28
2022
Q4 		$4.74M Buy
35,383
+8,304
+31% +$1.05M 0.58% 40
2022
Q3 		$2.83M Sell
27,079
-3,602
-12% -$413K 0.39% 58
2022
Q2 		$3.46M Buy
30,681
+713
+2% +$88.3K 0.45% 54
2022
Q1 		$4.08M Sell
29,968
-491
-2% -$72.5K 0.45% 52
2021
Q4 		$4.82M Buy
30,459
+2,136
+8% +$351K 0.52% 40
2021
Q3 		$4.64M Buy
28,323
+890
+3% +$140K 0.61% 28
2021
Q2 		$4.27M Buy
27,433
+456
+2% +$71.6K 0.69% 24
2021
Q1 		$4.11M Buy
26,977
+10,129
+60% +$1.46M 0.84% 16
2020
Q4 		$2.14M Buy
+16,848
New +$1.88M 0.66% 35

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

Baker Tilly Wealth Management's JPM Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q3 2026, selling an estimated $91.6K and leaving 8,011 shares worth $2.65M. The position accounts for 0.52% of the portfolio, ranked #43.

Baker Tilly Wealth Management first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.3M in Q2 2023. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Baker Tilly Wealth Management held 8,011 shares of JPMorgan Chase worth $2.65M as of Q3 2026.
  • Baker Tilly Wealth Management sold 262 JPMorgan Chase shares in Q3 2026, an estimated $91.6K.
  • JPMorgan Chase made up 0.52% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Baker Tilly Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's JPMorgan Chase position peaked at $6.3M in Q2 2023.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.