BankPlus Wealth Management’s JPMorgan Chase JPM Stock Holding History

BankPlus 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	$3.52M	Buy	10,640 +31	+0.3%	+$10.8K	1.54%	16
2026 Q2	$3.47M	Sell	10,609 -181	-2%	-$56.2K	1.56%	14
2026 Q1	$3.17M	Buy	10,790 +1,211	+13%	+$368K	1.64%	13
2025 Q4	$3.09M	Buy	9,579 +6,132	+178%	+$1.9M	1.7%	12
2025 Q3	$1.09M	Sell	3,447 -89	-3%	-$26.5K	0.64%	24
2025 Q2	$1.03M	Buy	3,536 +100	+3%	+$25.5K	0.68%	22
2025 Q1	$843K	Sell	3,436 -52	-1%	-$13.3K	0.62%	28
2024 Q4	$836K	Buy	+3,488	New	+$812K	0.62%	27

Other funds holding JPM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

BankPlus Wealth Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q3 2026, buying an estimated $10.8K and bringing the position to 10,640 shares worth $3.52M. The position accounts for 1.54% of the portfolio, ranked #16.

BankPlus Wealth Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 3,068 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

BankPlus Wealth Management held 10,640 shares of JPMorgan Chase worth $3.52M as of Q3 2026.
BankPlus Wealth Management bought 31 JPMorgan Chase shares in Q3 2026, an estimated $10.8K.
JPMorgan Chase made up 1.54% of BankPlus Wealth Management's portfolio in Q3 2026, its #16 holding.
BankPlus Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
3,068 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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