BAM Wealth Management
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BAM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BAM 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 		$292K Buy
883
+113
+15% +$39.5K 0.16% 149
2026
Q2 		$252K Buy
770
+66
+9% +$20.5K 0.16% 149
2026
Q1 		$207K Sell
704
-58
-8% -$17.6K 0.15% 153
2025
Q4 		$245K Sell
762
-23
-3% -$7.12K 0.18% 132
2025
Q3 		$248K Buy
+785
New +$233K 0.19% 126

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

BAM Wealth Management's JPM Position: Q3 2026 in Review

BAM Wealth Management increased its JPMorgan Chase (JPM) stake by 15% in Q3 2026, buying an estimated $39.5K and bringing the position to 883 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #149.

BAM Wealth Management first reported a position in JPM in Q3 2025 and has held it in 5 quarters since. 3,266 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BAM Wealth Management held 883 shares of JPMorgan Chase worth $292K as of Q3 2026.
  • BAM Wealth Management bought 113 JPMorgan Chase shares in Q3 2026, an estimated $39.5K.
  • JPMorgan Chase made up 0.16% of BAM Wealth Management's portfolio in Q3 2026, its #149 holding.
  • BAM Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 5 quarters since.
  • 3,266 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.