BKM Wealth Management
JPM icon

BKM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BKM 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 		$6.12M Sell
18,513
-2,447
-12% -$856K 1.98% 8
2026
Q2 		$6.86M Buy
20,960
+1,505
+8% +$467K 2.43% 9
2026
Q1 		$5.72M Sell
19,455
-175
-0.9% -$53.1K 2.09% 8
2025
Q4 		$6.33M Buy
19,630
+1,763
+10% +$546K 2.31% 8
2025
Q3 		$5.64M Buy
17,867
+536
+3% +$159K 2.08% 8
2025
Q2 		$5.02M Buy
17,331
+35
+0.2% +$8.93K 1.96% 10
2025
Q1 		$4.24M Buy
17,296
+961
+6% +$245K 1.75% 10
2024
Q4 		$3.92M Buy
16,335
+938
+6% +$218K 1.61% 13
2024
Q3 		$3.25M Buy
15,397
+3,412
+28% +$719K 1.32% 18
2024
Q2 		$2.42M Sell
11,985
-2,675
-18% -$523K 1.17% 20
2024
Q1 		$2.94M Buy
14,660
+297
+2% +$53.6K 1.26% 17
2023
Q4 		$2.44M Buy
+14,363
New +$2.18M 1.04% 20

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

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

BKM Wealth Management reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $856K and leaving 18,513 shares worth $6.12M. The position accounts for 1.98% of the portfolio, ranked #8.

BKM Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.86M in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BKM Wealth Management held 18,513 shares of JPMorgan Chase worth $6.12M as of Q3 2026.
  • BKM Wealth Management sold 2,447 JPMorgan Chase shares in Q3 2026, an estimated $856K.
  • JPMorgan Chase made up 1.98% of BKM Wealth Management's portfolio in Q3 2026, its #8 holding.
  • BKM Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's JPMorgan Chase position peaked at $6.86M in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.