Barnes Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Barnes Wealth Management Group’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	$211K	Sell	637 -65	-9%	-$22.7K	0.09%	190
2026 Q2	$230K	Sell	702 -118	-14%	-$36.6K	0.11%	177
2026 Q1	$241K	Buy	820 +20	+3%	+$6.07K	0.12%	163
2025 Q4	$258K	Sell	800 -22	-3%	-$6.81K	0.14%	144
2025 Q3	$259K	Sell	822 -36	-4%	-$10.7K	0.14%	137
2025 Q2	$249K	Sell	858 -46	-5%	-$11.7K	0.15%	132
2025 Q1	$222K	Buy	904 +5	+0.6%	+$1.28K	0.14%	132
2024 Q4	$215K	Buy	+899	New	+$209K	0.14%	131

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Barnes Wealth Management Group's JPM Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 9.3% in Q3 2026, selling an estimated $22.7K and leaving 637 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #190.

Barnes Wealth Management Group first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $259K in Q3 2025. 4,291 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Barnes Wealth Management Group held 637 shares of JPMorgan Chase worth $211K as of Q3 2026.
Barnes Wealth Management Group sold 65 JPMorgan Chase shares in Q3 2026, an estimated $22.7K.
JPMorgan Chase made up 0.09% of Barnes Wealth Management Group's portfolio in Q3 2026, its #190 holding.
Barnes Wealth Management Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's JPMorgan Chase position peaked at $259K in Q3 2025.
4,291 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.